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Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • IFA Administrator

    Shortlist
    • £24,000 - £25,000 per annum
    • Preston
    • 4 days ago
    • 2 applications

    A unique opportunity has arisen to join a highly successful, stable and reputable IFA practice which offers Independent Financial advice. The main purpose of the role is to provide a complete administration service for the firm’s proprietor who has over 25 years industry experience. You will be responsible...

  • SSAS/Pensions Administrator

    Shortlist
    • £18,000 - £30,000 per annum
    • North Yorkshire
    • 4 days ago
    • 5 applications

    An extremely reputable Pension & Investment organisation with offices based in North Yorkshire and Central London are now seeking an experienced SSAS/Pensions Administrator to join their North Yorkshire team due to expansion. The key purpose of the SSAS/Pensions Administration role is to manage your...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Lancashire
    • 9 December
    • 0 applications

    This highly regarded Financial Planning practice are currently seeking to recruit an experienced Paraplanner as part of their on-going growth strategy. The role itself will focus on providing paraplanning support to the organisation's Advisers and therefore will require individuals with a first-class...

  • Financial Services Administrator

    Shortlist
    • £21,000 per annum
    • Lancashire
    • 5 days ago
    • 1 applications

    TASKS: To type correspondence, complete forms and documents on behalf of Partners/Clients. To check work for spelling, typographical and grammatical errors and to ensure that all enclosures are included with correspondence. To ensure that all details required on the company database, particularly...

  • Paraplanner

    Shortlist
    • £28,000 - £32,000 per annum
    • Manchester
    • 5 days ago
    • 0 applications

    Level 4 diploma qualified Paraplanner sought by Manchester city centre Independent Financial Adviser. Purpose of Role It is your duty to write reports using Word, Excel and various other websites for Financial Advisers. You will complete any non-client facing tasks involved in the preparation of reports...

  • Employed IFA

    Shortlist
    • £30,000 - £40,000 per annum, OTE
    • Cheshire
    • 5 days ago
    • 2 applications

    Our client is a progressive Independent Financial Adviser based in South Cheshire with a large client base throughout Cheshire, Staffordshire and Shropshire. Established over 30 years, they have a team of experienced financial advisers with qualified and capable support staff. Their reputation is known...

  • Senior Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Cheshire
    • 5 days ago
    • 0 applications

    My client is an Independent Financial Advisory firm based in Cheshire. Client service and satisfaction is key to my client who aims to combine traditional service values with forward thinking innovative solutions to provide the best results. They offer a broad range of financial services advice. Client...

  • Independent Financial Advisor

    Shortlist
    • £40,000 - £50,000 per annum
    • Manchester
    • 5 days ago
    • 2 applications

    Our client is a leading UK Wealth Management firm with offices across the UK and as part of their expansion plans, wish to recruit an additional Private Client Consultant for Manchester. The position will be to service their existing client bank plus leads within the HNW and SME/Corporate connections...

  • Independent Financial Adviser

    Shortlist
    • £35,000 per annum
    • Carlisle
    • 9 December
    • 0 applications

    A new vacancy has arisen for a Diploma qualified IFA to work out 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 to work...

  • Trainee Paraplanner

    Shortlist
    • £18,000 - £23,500 per annum
    • County Durham
    • 9 December
    • 8 applications

    A new vacancy has arisen due to expansion for a Trainee Paraplanner to join a paraplanning practice based in County Durham. This role would suit a financial services administrator looking to take their career to the next level. You will provide administration to the existing paraplanners and will be...

  • Senior Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • County Durham
    • 9 December
    • 0 applications

    A new vacancy has arisen due to expansion for a Senior Paraplanner to join a paraplanning practice based in County Durham. You will be responsible for completing financial planning reports and also the day to day management of a trainee paraplanner and administrator. You will cover a spectrum of financial...

  • Paraplanner

    Shortlist
    • £25,000 per annum
    • Cheshire
    • 6 days ago
    • 0 applications

    Our client is currently recruiting for a Paraplanner and the successful candidate will work alongside a highly-qualified team of financial planners and administrative support. They are looking for a local individual with good technical knowledge across most areas of the market, ideally with a bias towards...

  • Marketing Manager

    Shortlist
    • £32,000 - £34,000 per annum
    • Cheshire
    • 6 days ago
    • 1 applications

    A firm of Chartered Financial Planners based in Cheshire is currently looking for an experienced Marketing Manager Accountabilities Managing all marketing for the group and activities within the marketing department Developing the marketing strategy for the group in line with company objectives Coordinating...

  • Paraplanner/Assistant to Director

    Shortlist
    • £26,000 - £32,000 per annum
    • London
    • 6 days ago
    • 5 applications

    Award winning firm of IFAs with an excellent reputation, seeking to recruit an articulate, graduate with a background in paraplanning and the ability to act as PA to the Divisional Director for Individual Savings and Investments, based in the London office. The Paraplanner/Assistant will assist the...

  • Paraplanner

    Shortlist
    • £28,000 - £35,000 per annum
    • Sutton Coldfield
    • 6 days ago
    • 0 applications

    Wealth Management Practice is now recruiting for a Paraplanner to join the West Midlands office Main Purpose of Role is to effectively support the Financial Planners, in order to achieve the agreed business objectives, providing market leading service in a customer focused, efficient, compliant and...

  • Paraplanner

    Shortlist
    • £26,000 - £28,000 per annum
    • Birmingham
    • 6 days ago
    • 2 applications

    Experienced Paraplanner sought to provide a complete research and report writing support service for Consultants within the Birmingham branch, aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package. You will have good writing skills...

  • Employee Benefits Administrator

    Shortlist
    • £17,000 - £20,000 per annum
    • Wirral
    • 6 days ago
    • 14 applications

    A Major Financial Services Organisation seeks an Employee Benefits Administrator for their office on the Wirral. Processing new business applications in a timely and compliant manner Liaising with product providers, clients and advisors as necessary Inputting new business and maintaining and ensuring...

  • IFA Administrator

    Shortlist
    • £17,000 - £19,000 per annum
    • Wirral
    • 6 days ago
    • 4 applications

    A major Financial Services Organisation seeks an experienced IFA Administrator, for their office on the Wirral. Processing new business applications in a timely and compliant manner. Liaising with product providers, clients and advisers as necessary. Inputting new business and maintaining and ensuring...

  • Trainee Adviser (IFA) Employed

    Shortlist
    • £30,000 - £50,000 per annum
    • North Humberside
    • 12 December
    • 7 applications

    A National Company who provide professional Independent Financial Advice to Private and Corporate clients with branches throughout the UK are seeking a Trainee IFA to join their East Yorkshire team. The position will be on an Employed basis offering a high basic salary plus bonus with earning potential...

  • Retirement Administrator

    Shortlist
    • £21,000 - £23,000 per annum
    • West Yorkshire
    • 8 December
    • 5 applications

    A renowned professional Retirement Planning Specialist are now seeking an experienced Retirement administrator to join their busy, fast paced new business team based East of Leeds. The purpose of the role will be to ensure that all administration duties are performed to tight deadlines whilst maintaining...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum, inc benefits
    • Lancashire
    • 6 days ago
    • 0 applications

    THE ROLE: To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience. Once in receipt of a completed 'factfind’, collate all the relevant quantitative detailed information required to compile a financial services...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Manchester
    • 6 days ago
    • 0 applications

    Expanding firm based in Manchester city centre looking for an experienced Paraplanner to provide extensive paraplanning and process support to Consultants and the team. Main responsibilities: Manage the planning workflow. Received and implement requests from Consultants. Gather and record client data...

  • Independent Financial Adviser

    Shortlist
    • Commission only
    • Newcastle Upon Tyne
    • 8 December
    • 1 applications

    IFA Firm based in Newcastle requires a successful IFA to join their practice. You will receive excellent assistance from the Adviser support staff in the offices, Internet access, IFA software, access to a client network and incoming enquiries due to an excellent reputation. The Practice has approximately...

  • Paraplanner

    Shortlist
    • Salary negotiable
    • North Humberside
    • 1 week ago
    • 1 applications

    A National Company who provide professional Independent Financial Advice to Private and Corporate clients with branches throughout the UK are seeking an experienced Paraplanner to join their growing East Yorkshire team. As an experienced Paraplanner the purpose of the role will be to provide full support...

  • Technical Manager - Retirement Income

    Shortlist
    • £35,000 - £40,000 per annum
    • Leeds
    • 1 week ago
    • 0 applications

    A hardworking, proactive and passionate expert in the field of pensions and retirement solutions, who has the ability to develop and improve service and processes within a dynamic business. A qualified, experienced and technically gifted financial adviser who enjoys delivering financial advice and customer...

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