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Financial Services jobs from Independent Appointments (UK) Ltd

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Wealth Adviser

Posted 5 days ago by Independent Appointments (UK) Ltd
A new vacancy has arisen for an Adviser to join an award-winning company of Independent Chartered Financial Planners within the Leeds office. You will be responsible for maintaining effective client relationships to provide excellent client service and quality advice. You will provide clients with bespoke...

Independent Financial Adviser

Posted 5 days ago by Independent Appointments (UK) Ltd
One of the UK's most respected providers of Independent Financial Advice are now seeking an experienced and qualified IFA to join their Cambridge office. As an experienced and successful IFA you will provide Financial Advice on whole of the market regulated products including pensions, investments, IHT...

Independent Financial Adviser

Posted 5 days ago by Independent Appointments (UK) Ltd
One of the UK's most respected providers of Independent Financial Advice are now seeking an experienced and qualified IFA to join their Leicester office. As an experienced and successful IFA you will provide Financial Advice on whole of the market regulated products including pensions, investments, IHT...

Independent Financial Adviser

Posted 5 days ago by Independent Appointments (UK) Ltd
A new vacancy has arisen for a Diploma qualified IFA to head up the IFA side of an accountancy practice servicing an existing database of HNW clients. The practice is looking for an IFA to add to their team to assist with the increasing workload. Due to the nature of the clients there will be an opportunity...

Independent Financial Adviser (Self Employed)

Posted 5 days ago by Independent Appointments (UK) Ltd
A new vacancy has arisen for an IFA to join a progressive financial planning practice based in West Yorkshire to work on a self employed basis. Working within the IFA team you will be responsible for growing and developing this side of the business. You will be given the autonomy to take the business...

Paraplanner

Posted 5 days ago by Independent Appointments (UK) Ltd
A new opportunity has arisen for an experienced Paraplanner to join a reputable firm of Independent Financial Advisers based near Halifax. You will undertake research and prepare suitability reports for clients. You will also be required to provide technical training and assistance to other Paraplanners...

Pensions Adviser

Posted 5 days ago by Independent Appointments (UK) Ltd
A renowned professional Retirement Planning Specialist are now seeking an experienced IFA, with a bias towards Pensions advice, to join their busy, fast paced team based East of Leeds. You will hold a portfolio of clients with your aim to retain this client base and increase their profitability by providing...

Home Based Broker Consultant (Health & Protection)

Posted 5 days ago by Independent Appointments (UK) Ltd
Home Based Broker Consultant (Health & Protection) Guaranteed monthly income - OTE £50K - £70K One of the most recognised and trusted financial providers in the UK are now seeking an experienced Broker Consultant to join their existing Yorkshire team. The purpose of the role will be; To develop...

Chartered Financial Adviser

Posted 5 February by Independent Appointments (UK) Ltd
A new vacancy has arisen for a Chartered Financial Planner to join an expanding Wealth Management practice within a rural town based in West Yorkshire. You will be responsible for managing and developing your own portfolio of corporate clients and generating private client work out of the corporate client...

IFA Support Administrator

Posted 5 February by Independent Appointments (UK) Ltd
A new vacancy has arisen for an experienced IFA Support Administrator to join an expanding Wealth Management practice within a rural town based in West Yorkshire. You will support the advisers in the provision of financial planning advice to clients both private and corporate. You will be responsible...

Senior Financial Consultant

Posted 5 February by Independent Appointments (UK) Ltd
A new vacancy has arisen for a Senior Consultant to join an expanding firm of IFAs based within Leeds. You will be responsible for maintaining and nurturing existing client relationships. You will generate new client enquiries and generate new income from the same. You will undertake sales and marketing...

Independent Financial Adviser (IFA)

Posted 5 February by Independent Appointments (UK) Ltd
A new vacancy has arisen for an Independent Financial Adviser to join an expanding accountancy owned financial planning practice based in York. Although the main base for the role will be York, you will also be required to work from the Leeds office on either a weekly or ad-hoc basis. You will be responsible...

Independent Financial Adviser (IFA)

Posted 5 February by Independent Appointments (UK) Ltd
A new vacancy has arisen for an Independent Financial Adviser to join an expanding accountancy owned financial planning practice based in York. Although the main base for the role will be York, you will also be required to work from the Leeds office on either a weekly or ad-hoc basis. You will be responsible...

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Financial Services/IFA Administrator

Posted 2 days ago by Independent Appointments (UK) Ltd New
Experienced Financial Services/IFA Administrator sought to provide day to day administration support to 5 Consultants. The main areas of responsibility are to: Provide a first class administration service, together with a dedicated Paraplanner, to a group of consultants. Answer basic client/insurance...

Paraplanner

Posted 2 days ago by Independent Appointments (UK) Ltd New
An excellent opportunity for a highly organised and motivated Paraplanner to join a Financial Planning team of an award winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment. Reporting to the Technical Support Manager, the Paraplanner...

IFA/Financial Services Administrator (Contract)

Posted 2 days ago by Independent Appointments (UK) Ltd New
IFA/Financial Services Administrator (full time/12 month contract to cover maternity leave - immediate start) to provide comprehensive administrative support. Responsibilities: Maintain up to date client files and data. Obtain illustrations, valuations and other information, etc. Process and track applications...

Stockbroker Assistant

Posted 2 days ago by Independent Appointments (UK) Ltd New
Experienced Stockbroker Assistant sought to provide day to day dealing, placing of execution only orders in securities, assisting with clients' portfolios as appropriate and to carry out branch administration. Responsibilities: To answer the phone and to handle general customer enquiries. To carry out...

Employee Benefits Consultant

Posted 2 days ago by Independent Appointments (UK) Ltd New
Employee Benefits Consultant sought to provide a quality service to clients covering all aspects of their group scheme arrangements and to arrange and secure the appropriate cover. Role will also focus on developing relationships with clients and sectors, providing advice to clients and identifying potential...

Compliance Administrator

Posted 2 days ago by Independent Appointments (UK) Ltd New
Established IFA firm looking for a Compliance Administrator. The candidate must have the requisite skills and knowledge to perform this specific role which would involve many aspects. In particular, file audits, dispute resolution work, financial promotion checks, pre-approval of advice cases, etc. ...

Paraplanner

Posted 2 days ago by Independent Appointments (UK) Ltd New
New opportunity for an experienced and Diploma qualified Paraplanner to join a Chartered Financial Planners in Altrincham. The role will involve the production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for...

Senior Independent Financial Advisor

Posted 2 days ago by Independent Appointments (UK) Ltd New
Senior IFA to provide clients with financial advice and make recommendations to meet their goals. The ideal candidate will be able to research the marketplace on available products and services, identify customers' needs, design financial strategies and gain commitment from clients to proceed with recommendations...

Chartered Financial Planning Consultant

Posted 2 days ago by Independent Appointments (UK) Ltd New
An excellent opportunity for an experienced Chartered Financial Planning Consultant to join a continuously growing Financial Planning department, within an award winning professional services firm with an excellent reputation for training staff in a friendly and welcoming environment. The role will...

Group Risk Adviser

Posted 2 days ago by Independent Appointments (UK) Ltd New
Awarding business looking for a Group Risk Adviser to manage an existing client portfolio providing a high level of service through in relation to Group Risk Schemes (critical illness, life insurance and income protection). Purpose: To manage an existing client portfolio, secure new clients and generate...

Group Risk Adviser

Posted 2 days ago by Independent Appointments (UK) Ltd New
Awarding business looking for a Group Risk Adviser to manage an existing client portfolio providing a high level of service through in relation to Group Risk Schemes (critical illness, life insurance and income protection). Purpose: To manage an existing client portfolio, secure new clients and generate...

Financial Services Administrator

Posted 2 days ago by Independent Appointments (UK) Ltd New
North West leading independent firm of Chartered Accountants and Business Advisers, looking for an experienced IFA Administrator for their office in Knutsford. The successful candidate will support the Advisers in the provision of financial planning advice to clients. The role will involve: Data input...
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