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Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • IFA Administrator

    Shortlist
    • £18,000 - £20,000 per annum
    • Ilkley
    • 5 days ago
    • 27 applications

    The role will involve providing full administrative support to the Adviser & other employees. Processing and monitoring of new and existing business; protection, pensions and investments etc. Liaising with clients, fund managers, solicitors, accountants and providers on a daily basis to obtain relevant...

  • IFA Support Adminstrator

    Shortlist
    • £18,000 - £23,000 per annum
    • Manchester
    • 5 days ago
    • 8 applications

    Opportunity for 2 well organised, strong communicators to provide support to Financial Advisers in all aspects of client administration. Administrator Role 1: Providing all aspects of client administration support to the Advisers and Paraplanner from logging leads & new business submission, to preparing...

  • Paraplanner

    Shortlist
    • £27,000 - £33,000 per annum
    • Bury
    • 5 days ago
    • 1 application

    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

    Shortlist
    • £25,000 - £30,000 per annum
    • Altrincham
    • 5 days ago
    • 0 applications

    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 - £30,000 per annum, inc benefits
    • Preston
    • 5 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...

  • Business Development Consultant

    Shortlist
    • £18,000 - £21,000 per annum
    • Greater Manchester
    • 5 days ago
    • 0 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...

  • Adviser Assistant

    Shortlist
    • £18,000 - £22,000 per annum
    • Lancashire
    • 5 days ago
    • 2 applications

    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...

  • Technical Independent Financial Adviser/Operations Manager

    Shortlist
    • Salary negotiable
    • Tyne And Wear
    • 5 days ago
    • 10 applications

    A leading national, independently operated Insurance Broker and Wealth Management organisation based in Newcastle City Centre are now seeking an experienced ambitious, motivated professional Individual who will rise to the opportunity that this exciting role will present, whether your ambition lies in...

  • Paraplanner

    Just Added
    Shortlist
    • £28,000 - £34,000 per annum
    • Crewe
    • Yesterday
    • 0 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...

  • Business Development Consultant

    Shortlist
    • £20,000 - £25,000 per annum
    • Stockport
    • 6 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...

  • Financial Services Administrator/Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Stoke-on-Trent
    • 6 days ago
    • 2 applications

    An exciting opportunity for a skilled/experienced Financial Services Administrator to join a well-established fast-paced IFA practice - supporting a Managing Director (Chartered status) whilst working within an administration team. The practice provides advice to high net worth individuals, company directors...

  • Paraplanner

    Shortlist
    • £20,000 - £30,000 per annum
    • Maidstone
    • 6 days ago
    • 1 application

    Chartered Financial Planners based in Maidstone (delivering a professional and specialised service to individuals and businesses), looking for an experienced/qualified Paraplanner. Working with a small team of Financial Advisers to collectively provide excellent standards of client service, the Paraplanner...

  • Wealth Adviser

    Shortlist
    • Salary negotiable
    • London
    • 6 days ago
    • 6 applications

    A new vacancy has arisen for an Adviser to join an award-winning company of Independent Chartered Financial Planners within the London office. You will be responsible for maintaining effective client relationships to provide excellent client service and quality advice. You will provide clients with bespoke...

  • Pensions Adviser

    Shortlist
    • Salary negotiable
    • Reading
    • 1 week ago
    • 5 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...

  • Wealth Adviser

    Shortlist
    • Salary negotiable
    • Leeds
    • 1 week ago
    • 6 applications

    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

    Shortlist
    • £30,000 - £50,000 per annum
    • Cambridge
    • 1 week ago
    • 0 applications

    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

    Shortlist
    • £30,000 - £50,000 per annum
    • Leicester
    • 1 week ago
    • 1 application

    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...

  • Home Based Broker Consultant (Health & Protection)

    Shortlist
    • £20,000 - £24,000 per annum, negotiable
    • West Yorkshire
    • 1 week ago
    • 23 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...

  • IFA Administrator/Paraplanner

    Shortlist
    • £18,000 - £22,000 per annum
    • Preston
    • 4 days ago
    • 4 applications

    Established IFA practice looking for a Financial Services Administrator with particular emphasis on pensions and capital investments, primarily using wrap platforms. Some technical knowledge is essential and experience of working in a busy IFA practice would be particularly useful. Specifically, the...

  • Financial Planning Assistant

    Shortlist
    • £20,000 - £25,000 per annum
    • Altrincham
    • 4 days ago
    • 3 applications

    Independent Appointments are working with a progressive and ambitious firm of Independent Financial Planners based in the heart of Cheshire. An exciting career opportunity is available for an already experienced Financial Services Administrator. Working as part of a small, close-knit and exceptionally...

  • Financial Services Administrator

    Shortlist
    • £20,000 - £24,000 per annum
    • Preston
    • 4 days ago
    • 8 applications

    An excellent opportunity for an experienced Administrator to take up a position within an award winning firm with an excellent reputation for training staff in a friendly and welcoming environment. The Administrator will supporting a Financial Planning team - principal duties will include: • producing...

  • Financial Services/IFA Administrator

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

    Financial Services/IFA Administrator sought to provide support to the Technical Supervisor and the administration team and provide high quality bespoke financial planning reports on all aspects of financial planning to Partners and produce reports/suitability letters from fact find information. The role...

  • IFA Administrator

    Shortlist
    • £18,000 - £25,000 per annum
    • Bolton
    • 4 days ago
    • 2 applications

    North West leading independent firm of Chartered Accountants and Business Advisers, looking for an experienced IFA Administrator for their office in Bolton. The successful candidate will support the Advisers in the provision of financial planning advice to clients. The role will involve: • Data input...

  • Paraplanner/IFA

    Shortlist
    • £25,000 - £30,000 per annum
    • Manchester
    • 4 days ago
    • 1 application

    My client is looking for a progressive thinking person as the role will initially be a Paraplanner but they would like this to progress into the advice arena in around 12 months from starting. So candidates who are keen on becoming an IFA are encourgaged to apply. The criteria for the candidate is as...

  • Pensions Administrator (DB and DC)

    Shortlist
    • £22,000 - £24,000 per annum
    • Manchester
    • 4 days ago
    • 3 applications

    Pensions Administrator sought to administer corporate pension schemes in accordance with contracts and standards. Duties include: Carry out pension administration and calculations accurately and in accordance with processes and standard regarding work and conduct. Draft correspondence and reports....

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