Ifa jobs in Slough - Page 2

- Hybrid working - Dorset based * Ideal candidate will have experience of working within an advice environment * Experience of using CRM systems such as Intelligent Office, X-Plan and CURO Fram Search ...

- New business submission and tracking to conclusion * Day to day client management, processing any queries which may arise * Processing investment trades, fund switches, and contribution/income ...

Inherit existing relationships with IFA's/Financial Advisers * Build relationships with internal and external stakeholders * Work closely with the Head Of Sales to drive revenue * Develop strong ...

IFA Financial Planning Administrator required. We're looking for someone with at least a couple of years financial services administration sales support experience. Hybrid working available. Starting ...

Are you an experienced IFA or financial planning administrator? Can you turn your hand to the many tasks involved in the daily running of a busy financial services office? Do you love your job and ...

Financial Planning IFA Administrator required for an award-winning and expanding company. Be part of a small team that plays a fundamental part in helping our clients achieve their goals and protect ...

This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status. Remuneration related to sales will also be provided for Trainee IFAs once they start engaging with ...

As a brief background our client acts on professional indemnity matters predominantly to solicitors, IFA's and construction clients in the UK. Working as part of this high-profile team you will work ...

The experienced IFA role will require someone ideally with existing clients and assets under management of £10m+ to join the firm and have an impact on the wider business. Candidate Criteria

... an IFA. Key skills will include: * Relevant industry knowledge and/or consulting knowledge. * Good understanding of defined benefit pensions or a willingness to learn. * Good knowledge of Aon ...

This national IFA firm is currently seeking a financial planning administrator to work as part of their team in Ramsey In this role you will support financial advisers and paraplanners and be ...

... IFA. SMP are now expanding and have opportunities for experienced, entrepreneurial-thinking, highly sales driven individuals who want to fast-track their career in insurance sales. The role will see ...

This sets them apart from the standard IFA firm and their innovative, leading-edge approach is the reason for their rapid growth. They have a great, dynamic culture where the whole team can have fun ...

What core skills are required? · Strong background in the Financial Services industry · CII Level 6 Chartered status, attained. · Previous experience within an IFA or Wealth Management company · ...

Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm. They are currently seeking to appoint an experienced whole of market mortgage broker ...

... IFA/wealth management. * Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection. * Demonstrable experience of delivering client service at the highest level

Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced ...

... IFA or Wealth Management environment and you have the Level 4 Dip PFS qualification and are potentially looking to be Chartered • You will have significant industry experience in the technical ...

To apply for the role, you MUST HAVE PREVIOUS FINANCIAL SERVICES EXPERIENCE gained from a similar organisation - ideally Wealth Management, IFA, Investment provider, Platform or similar Financial ...

Due to growth, the team are currently seeking a Business Consultant to cover IFA/Broker relationships in the Surrey, Hants and Sussex area. With your background in sales, you'll excel in building and ...

Successful advisers considering this role should be an experienced Financial Planner / Financial Planning Consultant / IFA / Independent Financial Adviser. Should have an existing client bank with ...

Company pension scheme, medical cash plan, access to our IFA, life insurance, cycle to work scheme, and long service awards., (Mont Blanc Pen, £1000 Retail voucher and a money towards a holiday ...

Requirements: * experience within the financial planning/IFA sector is a must. * academic background with a good degree in Finance, Economics, or a related discipline. * towards DipPFS/Chartered ...

You are currently managing a portfolio of U/HNW investors who are interested in the IFA set-up. * RDR level 4 regulated at minimum - Relevant industry certifications (e.g., Certified Financial ...