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51

Financial Services jobs from Independent Appointments (UK) Ltd

 
Email me jobs like these
  • Life & Pensions Administrator

    Ending soon
    Shortlist
    • £18,000 - £20,000 per annum
    • Leeds
    • 15 April
    • 14 applications

    An established IFA Practice based in Leeds City Centre are now seeking an experienced Sales Support Administrator to join their small administration team. The key tasks of the role will be; processing new business, liaising with clients and product providers, conduct product research, obtain illustrations...

  • Paraplanner

    Shortlist
    • £27,000 - £33,000 per annum
    • Bury
    • 5 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...

  • Mortgage Adviser

    Shortlist
    • £25,000 - £50,000 per annum
    • Leeds
    • 5 days ago
    • 14 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
    • 5 days ago
    • 11 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
    • 5 days ago
    • 3 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...

  • Investment Administrator (Contract)

    Shortlist
    • £20,000 - £22,000 per annum, pro-rata
    • Leeds
    • 6 days ago
    • 3 applications

    A new vacancy has arisen for an Investment Administrator to join an expanding IFA practice within their Leeds office. The position is a 3 month fixed term contract and will involve providing back office and administrative support to the Groups discretionary investment management team and investment services...

  • Independent Financial Adviser

    Shortlist
    • £30,000 - £40,000 per annum
    • Nottinghamshire
    • 6 days ago
    • 1 application

    A new vacancy has arisen for an IFA to join a practicing partner of a major national IFA practice due to expansion. There are currently 6 Advisers together with a team of in-house Paraplanners. The company has planned new business growth of 20% in 2015. You will be provided with a portfolio of clients...

  • Office Manager

    Shortlist
    • £30,000 - £35,000 per annum
    • Lancashire
    • 6 days ago
    • 1 application

    Highly successful niche IFA practice, based in Bury, actively seeking an experienced Office Manager. The ideal candidate for the role will have experience in an IFA office, including knowledge of compliance, and be at manager/supervisor level currently. Excellent computer skills are required, ideally...

  • Equity Release Administrator

    Shortlist
    • £18,000 - £22,000 per annum
    • Leeds
    • 6 days ago
    • 34 applications

    A renowned professional Retirement Planning Specialist are now seeking an Equity Release Administrator to join their team based East of Leeds. You will work closely with the Team Manager to achieve targets in line with business requirements. Duties will involve liaising with clients, solicitors and lenders...

  • Investment Business Development Executive

    Shortlist
    • £20,000 per annum
    • Altrincham
    • 6 days ago
    • 0 applications

    Our client is seeking, passionate tenacious and articulate Financial Sales executives/sales consultants/sales executives to join their successful sales team. As an articulate Financial sales executive you will deal with a diverse range of clients including property investors and high net worth individuals...

  • Pensions Administrator

    Shortlist
    • £25,000 - £32,000 per annum
    • Stockport
    • 6 days ago
    • 5 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
    • 6 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...

  • Financial Planning Assistant

    Shortlist
    • £20,000 - £24,000 per annum
    • Altrincham
    • 6 days ago
    • 5 applications

    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...

  • Business Development Consultant

    Shortlist
    • £20,000 - £25,000 per annum
    • Stockport
    • 6 days ago
    • 1 application

    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...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Altrincham
    • 6 days ago
    • 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

    Shortlist
    • £25,000 - £32,000 per annum
    • Altrincham
    • 6 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...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum, inc benefits
    • Preston
    • 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...

  • Office Administrator

    Shortlist
    • £14,000 - £16,000 per annum
    • Bury
    • 6 days ago
    • 38 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...

  • Business Development Consultant

    Shortlist
    • £18,000 - £21,000 per annum
    • Greater Manchester
    • 6 days ago
    • 1 application

    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...

  • Sales Support Co-ordinator

    Shortlist
    • £18,000 - £22,000 per annum
    • Leeds
    • 6 days ago
    • 18 applications

    A renowned professional Retirement Planning Specialist are now seeking a Sales Support Co-ordinator to join their team based East of Leeds. The role will be to provide support to the client database whilst working to sales targets. You will promote the business at all available opportunities via outbound...

  • Office Administrator

    Shortlist
    • £18,000 - £20,000 per annum
    • Manchester
    • 6 days ago
    • 47 applications

    Office Administrator sought 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. Requirements of the role: Correctly produce client valuations through Adviser Office and...

  • Pensions Adviser

    Ending soon
    Shortlist
    • Salary negotiable
    • Reading
    • 13 April
    • 3 applications

    Our client, an award winning firm of Independent Financial Advisers are seeking to recruit an experienced Pension Adviser in Reading to assist with project wins. This vacancy has arisen following the increase in demand of business, as they continue to win new projects successfully. To be successful...

  • Paraplanner

    Shortlist
    • £24,000 - £28,000 per annum
    • Teesside
    • 1 week ago
    • 8 applications

    A financial planning service provider in the North East that specialise in investment and protection products are seeking to recruit an experienced Paraplanner. Based out of the office in Teesside you will be responsible for producing client valuations, evaluating fund performance information, written...

  • Independent Financial Adviser

    Shortlist
    • £35,000 per annum
    • Carlisle
    • 1 week ago
    • 4 applications

    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...

  • Senior Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Leeds
    • 1 week ago
    • 1 application

    A new vacancy has arisen due to expansion for a Senior Paraplanner to join a paraplanning practice based in Leeds. 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 services...

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