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Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • Independent Financial Advisor

    Shortlist
    • £40,000 - £50,000 per annum
    • Manchester
    • 23 March
    • 1 application

    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...

  • Office Administrator

    Shortlist
    • £14,000 - £16,000 per annum
    • Bury
    • 23 March
    • 53 applications

    Savings and investment specialist looking to recruit a Policy Administrator to join the administration team to continue the exceptional service provided to the customers of the business. The role specifics are: Issue of all new investment policies Administration for existing policyholders Membership...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Blackpool
    • 23 March
    • 1 application

    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...

  • Business Development Consultant

    Shortlist
    • £18,000 - £21,000 per annum
    • Greater Manchester
    • 23 March
    • 2 applications

    Business Development Consultant sought to develop sales of Society products, build positive long-term business relationships with existing and new IFAs, intermediaries, networks, affinity groups and members, to generate product sales. The role will involve providing telephone based sales and support...

  • IFA Administrator

    Shortlist
    • £18,000 - £22,000 per annum
    • Altrincham
    • 23 March
    • 3 applications

    Experienced IFA Administrator sought to provide a dedicated, accurate and efficient sales support service to Financial Planning Consultants. The role with involve new business processing, completing trades/fund switches and liaising with product providers and ensuring that new business is correctly set...

  • Adviser Assistant

    Shortlist
    • £18,000 - £22,000 per annum
    • Lancashire
    • 23 March
    • 1 application

    An Independent Financial Advisory business based in Lancashire is seeking an Adviser Assistant to provide administration support to IFAs ensuring that the relationships between clients and IFAs can be optimised. The successful applicant with report to the office manager and will work with nominated...

  • Pensions Administrator

    Shortlist
    • £25,000 - £32,000 per annum
    • Stockport
    • 4 days ago
    • 3 applications

    An opportunity has arisen at a leading IFA in the North West to support the Corporate Director on the delivery of pension services against agreed service agreements to their Corporate clients. Their Corporate clients range from between 35 to 500 member GPPs. The service agreements cover member education...

  • Paraplanner

    Shortlist
    • £30,000 - £35,000 per annum
    • Stockport
    • 4 days ago
    • 0 applications

    Diploma level Paraplanner sought to provide support service to Consultants for all private and corporate client advice. The role will involve providing analysis and reporting in respect of pensions and investment portfolios, including SIPP drawdown and paraplanning for clients' needs, including product...

  • Paraplanner

    Shortlist
    • £27,000 - £33,000 per annum
    • Bury
    • 4 days ago
    • 0 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...

  • IFA Administrator

    Shortlist
    • £19,000 - £24,000 per annum
    • Crewe
    • 4 days ago
    • 1 application

    A well established Independent Financial Advisers, are seeking to appoint an experienced Financial Services Administrator who will be responsible for providing support for the company IFAs and their clients. This is an exciting opportunity which will suit career driven individuals with strong passion...

  • Business Development Consultant

    Shortlist
    • £20,000 - £25,000 per annum
    • Stockport
    • 4 days ago
    • 0 applications

    Business Development Consultant sought to support the achievement of required volumes of business written (new and retention), generation of new business lead opportunities and all corporate KPIs and targets for new business development, mix of business and existing business retention. Accountabilities...

  • Independent Financial Adviser

    Shortlist
    • £35,000 per annum
    • Stoke-on-Trent
    • 4 days ago
    • 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...

  • Paraplanner

    Shortlist
    • £25,000 - £32,000 per annum
    • Altrincham
    • 4 days ago
    • 0 applications

    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...

  • Group Risk Administrator

    Shortlist
    • £18,000 - £20,000 per annum
    • Altrincham
    • 4 days ago
    • 0 applications

    A firm of Chartered Financial Planners based in Cheshire, seeks an experienced Group Risk Administrator The role of Group Risk Administrator is to ensure the smooth running of the various employee benefits and group pension schemes for corporate and individual clients whilst delivering and excellent...

  • Paraplanner

    Shortlist
    • £26,000 - £28,000 per annum
    • Birmingham
    • 4 days ago
    • 0 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...

  • Client Review Admin Assistant (Contract)

    Shortlist
    • £14,000 per annum
    • Leeds
    • 19 March
    • 50 applications

    A new vacancy has arisen for a Client Review Administration Assistant to join a Leeds based IFA practice on a 6 month fixed term contract. You will provide assistance with the departments filing, scanning, binding, photocopying and maintaining stationery supplies. You will also assist with answering...

  • Mortgage Adviser

    Shortlist
    • £25,000 - £50,000 per annum
    • Leeds
    • 19 March
    • 8 applications

    A new vacancy has arisen within an expanding mortgage practice based in Leeds for a Mortgage Adviser. The role will involve conducting fact finding, mortgage and financial advice interviews on all generated leads. Must be proactive in looking for new business, although leads are supplied. Must be able...

  • Mortgage Paraplanner

    Shortlist
    • £20,000 - £29,000 per annum
    • Leeds
    • 19 March
    • 7 applications

    A fantastic opportunity has arisen for a Mortgage Paraplanner to join an expanding mortgage practice based in Leeds. Following detailed discussions with the mortgage adviser regarding clients situation and objectives, you will then source the best deal and conduct the relevant affordability assessments...

  • Mortgage Paraplanner

    Shortlist
    • £20,000 - £29,000 per annum
    • Leeds
    • 19 March
    • 1 application

    A fantastic opportunity has arisen for a Mortgage Paraplanner to join an expanding mortgage practice based in Leeds. Following detailed discussions with the mortgage adviser regarding clients situation and objectives, you will then source the best deal and conduct the relevant affordability assessments...

  • Mortgage Underwriter

    Shortlist
    • £20,000 - £22,500 per annum
    • Leeds
    • 4 days ago
    • 10 applications

    Our client, a professional Retirement Planning Specialist has a vacancy in Leeds for a Mortgage Underwriter. The role will involve assisting the Administration and Underwriting Manager in ensuring that the administration and underwriting functions of the organisation operate effectively and efficiently...

  • Financial Planning Assistant

    Just Added
    Shortlist
    • £20,000 - £24,000 per annum
    • Altrincham
    • Yesterday
    • 1 application

    Independent Appointments are working with a progressive and ambitious firm of Independent Financial Planners based in the heart of Cheshire. This is a fixed term contract for 12 months - potential for the role to become permanent. An exciting career opportunity is available for an already experienced...

  • Senior Administrator

    Just Added
    Shortlist
    • £22,000 - £25,000 per annum
    • Manchester
    • Yesterday
    • 4 applications

    IFA Practice in Manchester actively seeking an experienced administrator/support person to join a busy team. The Senior Administrator will provide comprehensive administrative support to one of the Directors within the team to assist them in the on-going advice process for new and existing clients. ...

  • Paraplanner

    Just Added
    Shortlist
    • £25,000 - £30,000 per annum
    • Altrincham
    • Yesterday
    • 1 application

    Financial Services firm seek an experienced Paraplanner to provide effective support handling a broad range of products including life, pensions, protection and investments and dealing with a lot of high net worth clients. Full time position where we can offer employed or self-employed. Candidate requirements:...

  • Paraplanner

    Just Added
    Shortlist
    • £25,000 per annum
    • Chester
    • Yesterday
    • 4 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...

  • Paraplanner

    Just Added
    Shortlist
    • £25,000 - £30,000 per annum, inc benefits
    • Preston
    • Yesterday
    • 1 application

    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...

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