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Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • PARAPLANNER

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    • £25,000 - £30,000 per annum
    • Manchester
    • 4 days ago
    • 11 applications

    A highly respected Financial Services Company based in North Manchester is looking to recruit an experienced Paraplanner. Candidates must have a working knowledge of pensions, investments, and protection. You should also have previous experience of providing full support to an Independent Financial...

  • Paraplanner

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    • £28,000 - £35,000 per annum
    • Sutton Coldfield
    • 13 November
    • 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...

  • Technical Manager - Retirement Income

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    • £35,000 - £40,000 per annum
    • Leeds
    • 4 days 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...

  • Technical Manager - Retirement Income

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    • £35,000 - £40,000 per annum
    • Leeds
    • 4 days 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...

  • Corporate Report Writer

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    • £25,000 - £30,000 per annum
    • Leeds
    • 4 days ago
    • 21 applications

    An established IFA firm with offices nationwide providing comprehensive wealth management and employee benefits consultancy services are now seeking an experienced Report Writer to join their Leeds City Centre team. The overall purpose of the role will be to; carry out provider and product research,...

  • Assistant Consultant

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    • £25,000 - £30,000 per annum
    • Leeds
    • 4 days ago
    • 0 applications

    A new vacancy has arisen in Leeds for an Assistant Consultant. The role will involve carrying out provider and product research and delivering production of client reports on all workplace benefit and corporate financial planning advice and services to support Client Directors, Client Managers and Consultants...

  • Paraplanner

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    • £27,000 - £42,000 per annum
    • Leeds
    • 4 days ago
    • 13 applications

    An established IFA firm with offices nationwide providing comprehensive wealth management and employee benefits consultancy services are now seeking an experienced Paraplanner to be based in their large Leeds City Centre office. The purpose of the Paraplanning role will be to provide report writing,...

  • Home Based Broker Consultant (Health & Protection)

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    • £20,000 - £24,000 per annum, negotiable
    • West Yorkshire
    • 4 days ago
    • 11 applications

    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...

  • Employee Benefits Administrator

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    • £20,000 - £27,000 per annum
    • Manchester
    • 4 days ago
    • 67 applications

    Manchester city centre IFA practice seeks an experienced Employee Benefits Administrator. Purpose of Role Duties will include providing administration support to the Employee Benefit department. This will cover both new and existing business. You will monitor new business progress and chase outstanding...

  • Senior Administrator

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    • £22,000 - £24,000 per annum
    • Manchester
    • Today
    • 51 applications

    Our client is currently recruiting for a Senior Administration to provide comprehensive administrative support to the directors, advisers and paraplanners within the team to assist them in the on-going advice process for new and existing clients. You must have experience of working as an administrator...

  • Junior Administrator

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    • £18,000 - £20,000 per annum
    • Manchester
    • Today
    • 100+ applications

    Our client is seeking a Junior Administrator to provide comprehensive support to the Directors, Advisers and Paraplanners within the team to assist them in the on-going advice process for new and existing clients. Requirements of the role: Correctly produce client valuations through Adviser Office...

  • Business Development Manager

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    • Salary negotiable
    • Cheshire
    • Today
    • 3 applications

    Key Responsibilities: Establish and achieve sales targets to achieve company profit targets Promote our SSAS product professionally and courteously with prospects, building the brand Identify, build and maintain strong relationship with IFA’s/intermediaries/accountants Provide technical support...

  • Paraplanner

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    • £25,000 - £30,000 per annum, inc benefits
    • Lancashire
    • Today
    • 1 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

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    • £28,000 - £34,000 per annum, inc benefits
    • Cheshire
    • Today
    • 1 applications

    My client is a dynamic and professional firm of Independent Financial Advisers, and are looking to secure a Paraplanner to join their successful team to work out of their South Cheshire offices. From day 1, you'll have access to a competitive salary package & a dynamic team environment to work within...

  • Corporate Receptionist

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    • £15,000 - £18,000 per annum
    • Altrincham
    • Today
    • 100+ applications

    We are currently recruiting for a firm of Chartered Financial Planners for a Receptionist to deliver a professional and comprehensive front of house service. Being the first point of contact for all visitors and contractors to the building in a professional and courteous manner, providing refreshments...

  • Independent Financial Advisor

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    • £40,000 - £50,000 per annum
    • Manchester
    • Today
    • 11 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...

  • Financial Services Administrator

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    • £17,000 - £20,000 per annum
    • County Durham
    • Today
    • 11 applications

    A small professional IFA Practice based on the outskirts of Durham are now seeking an experienced Financial Services Administrator to join their team of 5 including the Director and a Mortgage Adviser. The key purpose of the role will be to provide administration, paraplanning and compliance support...

  • Technical Paraplanner

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    • £30,000 - £35,000 per annum
    • West Yorkshire
    • Today
    • 0 applications

    A Chartered Financial Planning Practice based in Leeds City Centre are now seeking an experienced Diploma Qualified Paraplanner to join their team. The key purpose of the role will be to work closely with the Directors providing technical support and writing complex reports for their HNW Clients with...

  • Financial Services Administrator

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    • £18,000 - £24,000 per annum
    • Leeds
    • 12 November
    • 77 applications

    A firm of Chartered Financial Planners are now seeking an experienced Financial Services Administrator to join their Leeds City Centre Team. The purpose of the role will be to provide full administration support to a Partner/Adviser and the key objective of the role is to deliver a first-class service...

  • Investment Administrator

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    • £18,000 - £21,000 per annum
    • Cheshire
    • Yesterday
    • 10 applications

    Experienced Investment Administrator sought by established IFA practice. Responsibilities include: Complying at all times with the firm's Compliance; Training & Competence; Complaints and Data Security policies / procedures. To ensure that the firm's clients are treated fairly at all times. To work...

  • Employed IFA

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    • £30,000 - £40,000 per annum, OTE
    • Cheshire
    • Yesterday
    • 1 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...

  • IFA Administrator

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    • £24,000 - £25,000 per annum
    • Preston
    • Yesterday
    • 48 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...

  • Senior Paraplanner

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    • £30,000 - £35,000 per annum
    • Cheshire
    • Yesterday
    • 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...

  • Paraplanner

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    • £25,000 - £30,000 per annum
    • Lancashire
    • Yesterday
    • 3 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...

  • IFA Support Administrator

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    • £18,000 - £21,000 per annum
    • Preston
    • Yesterday
    • 94 applications

    Financial Services business with a Chartered status, are seeking to appoint a Financial Planning Administrator to join a growing team based at their office in Preston. Offering brilliant benefits package as well as excellent career progression opportunities, this is a rare opportunity to develop your...

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