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A highly reputable and well-established financial services firm is currently seeking an experienced Independent Financial Adviser (IFA) to join their growing team. Independent Financial Adviser (IFA) Experienced Adviser Wanted. Proven experience as an Independent Financial Adviser (IFA).

Paraplanner - AFH Cookham AFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms. We believe that our success starts with our people. If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH. This is a full-time, permanent opportunity, with hybrid working, and a competitive salary and range of benefits. This role is based from our AFH Cookham office. As our Paraplanner you will typically: Participate in and delivering comprehensive financial research, within set SLAs, on products and investments on an independent basis using company-approved research tools Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks Prepare and interpreting complex plan information with a view to completing transfer analysis Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed Participating in firm research projects, adhering to set deadlines, as and if required. What we are looking for in our ideal Paraplanner: Diploma in Financial Planning Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports Experience in an IFA environment, demonstrating quality communications of constructive feedback A high standard of written and numerical skills An ability to demonstrate strong report-writing skills A high level of accuracy and attention to detail Aptitude in Microsoft Office. Key Risk Responsibilities: Completion of assigned tasks, ensuring that SLAs are adhered to Delivery of accurate and thorough research, calculations, New Business Investment Reports and FPRs to advisers Contribution into technical and regulatory development of advisers and/or staff on a specific case basis Contribution into technical and regulatory development of Trainee Paraplanners Thorough research conducted where necessary and referring to Senior team members, where necessary. To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website or email the People Resourcing team via . We look forward to hearing from you! TPBN1_UKTJ

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

A leading financial services provider is seeking a Remote International Financial Advisor to guide clients through financial planning and wealth management strategies.This full-time position requires proven experience in financial planning, extensive knowledge of estate planning, and strong communic

IFA/Client Servicing Administrator.

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

A leading fintech company in the UK is looking for a Head of IFA Partnerships to spearhead their IFA strategy and drive revenue growth.

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

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

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

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 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

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

A well-established financial planning firm is seeking an experienced IFA Administrator to join their growing team. Job Title: IFA Administrator Salary: Up to £36,000 DOE Location: Bracknell (3 days office-based). Previous experience in an IFA / Financial Planning Administrator role.

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

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

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

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

Penfold’s strategy, growth, and commercial performance across the IFA channel. You’ll be responsible for converting IFAs into active Penfold advocates — helping them understand how and why Penfold is the right solution for their clients — while also leading the team that supports this channe

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

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

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. Senior Administrator – IFA Experience Essential.

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. The ideal candida

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

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.

Previous experience within IFA/Financial Planning administration. This is a fantastic opportunity for an experienced IFA Administrator to become a valued member of a professional, supportive and high‑performing advice team. This role will suit an individual with existing experience within an IFA o

A leading cremation service provider in Cannock Chase is seeking a Head of Strategic Partnerships to shape new revenue channels and build relationships with Independent Financial Advisers (IFAs).

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 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

Huntress - Bracknell is looking for an experienced IFA Administrator to join their team in Bracknell. The ideal candidate should have prior experience in an IFA or Financial Planning Administrator role, strong IT skills, and an excellent understanding of financial products.

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.

Recruit Wealth are representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for a highly experienced Financial Planning Administrator to join their Bracknell team and office.Our client is a modern, highly ethical and rewarding employer to work

PSM Recruitment is looking for an experienced IFA Administrator / Junior Paraplanner for our well established and family owned company based in Folkestone. Minimum two years experience working in an IFA practice.

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

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 a deep knowledge of asset management, technology, capital markets, commodities verticals, and infrastructure, they are building a

Position: Senior IFA Administrator.

James's Place Wealth Management is looking for a Business Administrator to join their team in Horsham.This hybrid role involves managing case progression and client communications while ensuring all documentation is complete.The ideal candidate will have experience in financial services, strong orga

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 well-established financial planning firm in the United Kingdom is seeking an experienced IFA Administrator to join their collaborative support team.

Working closely with the Director and leadership team, the Practice Manager will help oversee the day-to-day running of the practice, ensuring that people, systems and processes operate smoothly.This is a broad and varied role suited to someone who enjoys taking ownership, improving processes, and s

IFA Administrator, Stockport, 30 - 31K depending on experience + excellent benefits. The ideal candidate will have at least 1 years experience working for an IFA practice or provider, experience of understanding pension and investment products with an excellent telephone manner and attention to deta