Ifa jobs in RichmondCreate job alerts

The role involves client correspondence, processing new business, and administrative support while maintaining precise client records. Recruit Wealth Limited in Thames Ditton is seeking experienced administrators for their financial planning business.

Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Recruit Wealth are representing one of the UK’s fastest growing an

Our client, a rapidly expanding national IFA brand has a fantastic opportunity for a Financial Administrator to join their East Molesey Office. Maintain client records on company software and ensure the client and firm's files are well presented, accurate and compliant. Arranging client meetings and

IFA support experience in wealth management in an administration / operational capacity preferred. Execution of investment instructions from IFAs on platforms that are not fully automated. New IFA platform set ups/permissions.

The Role IFA administration duties Preparing client documentation and processing new business Supporting advisers and assisting with client servicing 9am-5:30pm Monday-Friday The Person Experience working in an IFA Administrator or Financial Services Administrator role Ambition to progress into a Fi

Senior Client Services Manager (IFA / Fixed Term Contract). This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business. T

Your new company Due to continued growth, an excellent opportunity has arisen within a well-established and progressive firm of IFAs for a financial adviser.

Our client, a sustainable, rewarding, and award-winning company dedicated to enhancing clients’ lives and financial well-being, is seeking Wealth Managers for their Moscow-based role, requiring relocation.They invite individuals who aspire to join them on their journey of continued growth.In addit

A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries.The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.Candidates should have at

Thornton & Baines IFA Ltd is a market leader in wealth & inheritance tax planning, celebrating 21 years of excellence, ensuring top-performing advisers gain access to an elite client base and cutting-edge resources. Fast-Track to Senior IFA – Structured 12–18 month pathway to leadership & equity

Understanding the IFA landscape and delivering presentations, insights, and updates consistent with industry best practise. Working with the marketing team to produce collateral for an IFA audience, e. The successful candidate will be confident talking about financial markets and Saltus investment p

A progressive investment firm in the UK seeks an Internal Business Development Executive/Manager to enhance client relationships and achieve sales targets.The ideal candidate will show exceptional customer service skills, ideally with experience in a phone-based sales environment, and a strong under

Senior Administrator – IFA Experience Essential. Proven IFA/financial advisory experience (essential). If you’re an experienced IFA administrator ready to step into a role with real impact and autonomy, we’d like to hear from you.

Integro Partners in the Coventry area is looking for a Hybrid IFA Administrator / Paraplanner to join their team.

A respected financial services firm is seeking a Senior IFA Administrator to support Office Managers and Financial Planners. The ideal candidate has over 5 years of IFA administration experience, strong knowledge of investments and pensions, and excellent organizational skills.

IFA Administrator Liverpool City Centre (option to work 1 day at home) Monday to Friday, 9am - 5pm (35 hours per week) £24,000 - £30,000 (dependant on experience) Search is partnering with a well-established financial planning business to recruit an experienced IFA Administrator. As an IFA Adminis

At least 12 months experience in an IFA administration or Financial Services support role. A rapidly growing and highly ambitious wealth management group is looking to appoint an IFA Administrator to join its expanding Client Support team in Kettering.

A well-established financial planning business is seeking an experienced IFA Administrator in Liverpool City Centre.

A well-established and family-owned company in Folkestone is seeking an experienced IFA Administrator / Junior Paraplanner. The ideal candidate should have at least two years of experience in an IFA practice and knowledge of back office systems.

A growing wealth management group in Kettering is seeking an IFA Administrator for its Client Support team.

A financial services recruitment agency is offering a Paraplanner role in Gloucestershire.This position allows for more autonomy and is ideal for candidates looking for a part-time opportunity.The successful applicant will have at least two years of Paraplanner experience and will work closely with

Prestige IFA are seeking a highly skilled and motivated Remote International Financial Advisor,.

Recruit Wealth Limited is seeking an experienced IFA Administrator to join their high-performing team in Braintree, Essex.

A leading financial planning firm in Liverpool is seeking a Financial Administrator to support Financial Advisors with compliance and administration tasks.The ideal candidate will have experience in financial services and ideally be working towards a Diploma in Financial Planning.This role offers a

A local financial planning firm in Maidstone is hiring a Senior IFA Administrator to join their team.

A reputable financial services firm in The City of London is seeking a Trainee Broker.This is a commission-only role with comprehensive training provided, enabling you to qualify in estate planning.Responsibilities include delivering legal advice and engaging clients.The earnings potential increases

IFA partnership strategy and revenue performance. Convert IFAs into active Penfold advocates and referral partners. IFA‑led placements, referrals, and partner activity.

This role involves selling Aviva Investors’ products, developing relationships with Independent Financial Advisers (IFAs), and meeting sales targets across various asset classes. The ideal candidate will have a Level 4 Diploma in Regulated Financial Planning and strong knowledge of the UK IFA land

Our client is a well-established boutique global wealth management firm that is part of a group of affiliate companies, each of which is focused on a key sector.Combining deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a n

IFA/Client Servicing Administrator.

A reputable financial planning organization in Stockport seeks an IFA Administrator to join their client relations team. Ideal candidates will have prior experience in IFA practice, excellent organizational skills, and attention to detail.

Recruit Wealth Limited is offering an IFA Administrator position in West Midlands. Ideal candidates will have prior experience in IFA administration and strong organizational skills, and they will find great opportunities for career progression within the organization.

A financial services firm is seeking Wealth Managers for their Moscow-based role, which requires relocation.The position emphasizes building client relationships and delivering personalized financial advice.Applicants should possess a degree in finance or a related field and have a minimum of three

My client is a well-respected, independent and established firm of Chartered Financial planning professionals with offices across London, East Anglia and the Southeast.They are currently seeking an Office Manager to support and manage their experienced team of administrators and paraplanners in thei

Join a respected financial services firm as a Senior IFA Administrator, where you'll play a vital role in supporting Office Managers and Financial Planners. Minimum 5 years' IFA administration experience.

A boutique, client-focused Independent Financial Adviser (IFA) based in London’s West End. Minimum 3 years’ experience in a paraplanning role within an IFA/wealth management firm.

Position: Senior IFA Administrator.

A leading digital media organisation in Greater London seeks a Business Development Manager to drive growth in the Wealth Management sector.This hybrid position requires a sales-oriented professional with strong relationship-building skills.Responsibilities include securing new business and managing

A Wealth Management firm is seeking a Senior Administrator with IFA experience to provide high-level operational support in Bristol.

A boutique financial planning practice in London seeks a Senior IFA Administrator to support Senior Advisers in a collaborative team environment.

A leading financial advisory firm in London is seeking a Financial Adviser to manage high-net-worth client relationships.The role offers a base salary of £70,000 with significant commission potential, totaling over £200,000 on-target earnings.Successful candidates will have at least 2 years of exp

A prominent funeral service provider based in West Midlands is seeking an experienced Senior Business Development Manager to lead growth through strategic partnerships in the insurance and financial services sector.The role involves building new revenue channels, negotiating agreements, and working

We offer a self-employed, commission-only opportunity to join our firm, partnering closely with Thornton & Baines IFA Ltd, an Independent Financial Adviser company with over £150 million under management.

A boutique, and well-renowned Chartered independent Financial Planning practice is looking for a Senior IFA Administrator to directly support Senior Advisers on a pod team basis. Financial Planning Administrator (or Senior IFA Administrator) role.

IFA or financial planning firm. This is an excellent opportunity for an experienced IFA Administrator looking to join a supportive and growing firm where they can develop their technical skills and progress their career.

A prestigious wealth management firm is seeking highly skilled Level 4 qualified advisers to join their dynamic team.This role offers the opportunity to serve clients across various offices, ensuring flexibility in location.Candidates with a proven track record in building a client base, a minimum o