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Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • Paraplanner

    Just Added
    Shortlist
    • £25,000 per annum
    • Cheshire
    • Today
    • 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...

  • Financial Services Administrator

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    • £21,000 per annum
    • Lancashire
    • Today
    • 0 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

    Just Added
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    • £28,000 - £32,000 per annum
    • Manchester
    • Today
    • 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...

  • Paraplanner

    Just Added
    Shortlist
    • £25,000 - £30,000 per annum, inc benefits
    • Lancashire
    • Today
    • 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...

  • Employed IFA

    Just Added
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    • £30,000 - £40,000 per annum, OTE
    • Cheshire
    • Today
    • 0 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

    Just Added
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    • £30,000 - £35,000 per annum
    • Cheshire
    • Today
    • 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...

  • Corporate Receptionist

    Just Added
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    • £15,000 - £18,000 per annum
    • Altrincham
    • Today
    • 4 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...

  • Financial Services Administrator (Contract)

    Just Added
    Shortlist
    • £18,000 - £22,000 per annum, pro-rata
    • Leeds
    • Today
    • 4 applications

    A new vacancy has arisen for a Valuations Administrator to join a Leeds based IFA practice on a 6 month fixed term contract. You will be responsible for client maintenance processing and prepare client valuations and tax reports. You will update policy and client details and bond withdrawals and obtain...

  • Technical IFA (HNW Client Base)/Operations Manager

    Shortlist
    • £30,000 - £60,000 per annum
    • Surrey
    • 5 days ago
    • 0 applications

    A leading national, independently operated Insurance Broker and Wealth Management organisation based in Surrey 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 developing a...

  • Technical IFA (HNW Client Base)/Operations Manager

    Shortlist
    • £40,000 - £60,000 per annum
    • Oxfordshire
    • 5 days ago
    • 0 applications

    A leading national, independently operated Insurance Broker and Wealth Management organisation based in Oxfordshire 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 developing...

  • Independent Financial Adviser

    Shortlist
    • £35,000 per annum
    • Staffordshire
    • 5 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...

  • Financial Services Administrator

    Shortlist
    • £20,000 - £21,000 per annum
    • Bolton
    • 5 days ago
    • 5 applications

    Experienced Financial Services Administrator sought to join an existing team, supporting Independent Financial Advisers within a pool system of 5 administration staff to 4 advisers. Due to the work being pooled the workload will be varied and as such an Administrator with holistic experience would be...

  • Senior Administrator

    Shortlist
    • £22,000 - £25,000 per annum
    • Manchester
    • 5 days ago
    • 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. ...

  • Suitability Report Writer

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

    One of the UK's top financial firms, who consistently aim for highest quality and continuous improvement, have an exciting opportunity an experienced Suitability Report Writer. The role is to produce suitability reports and work closely with key stakeholders to develop a centralised advisory research...

  • IFA Administrator

    Shortlist
    • £20,000 - £24,000 per annum
    • Bolton
    • 5 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

    Shortlist
    • £23,000 - £26,000 per annum
    • Stockport
    • 5 days ago
    • 1 application

    One of the UK's leading providers of independent financial advice and wealth management services to high net worth individuals seek an experienced Paraplanner to provide a comprehensive and efficient paraplanning service to the Advisers and their clients. Main duties will include researching whole of...

  • Paraplanner

    Shortlist
    • £25,000 - £32,000 per annum
    • Altrincham
    • 5 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...

  • Self Employed Financial Adviser

    Shortlist
    • Commission only
    • West Yorkshire
    • 5 days ago
    • 1 application

    A new vacancy has arisen for a Financial Adviser to join a leading IFA and discretionary wealth management firm on a self employed basis. This is a self employed position offering full process support including specialist technicians to provide reports before client meetings and also recommendations...

  • Self Employed Financial Adviser

    Shortlist
    • Commission only
    • Tyne And Wear
    • 5 days ago
    • 0 applications

    A new vacancy has arisen for a Financial Adviser to join a leading IFA and discretionary wealth management firm on a self employed basis. This is a self employed position offering full process support including specialist technicians to provide reports before client meetings and also recommendations...

  • Self Employed Financial Adviser

    Shortlist
    • Commission only
    • East Anglia
    • 5 days ago
    • 0 applications

    A new vacancy has arisen for a Financial Adviser to join a leading IFA and discretionary wealth management firm on a self employed basis. This is a self employed position offering full process support including specialist technicians to provide reports before client meetings and also recommendations...

  • Self Employed Financial Adviser

    Shortlist
    • Commission only
    • London
    • 5 days ago
    • 3 applications

    A new vacancy has arisen for a Financial Adviser to join a leading IFA and discretionary wealth management firm on a self employed basis. This is a self employed position offering full process support including specialist technicians to provide reports before client meetings and also recommendations...

  • Self Employed Financial Adviser

    Shortlist
    • Commission only
    • East Midlands
    • 5 days ago
    • 0 applications

    A new vacancy has arisen for a Financial Adviser to join a leading IFA and discretionary wealth management firm on a self employed basis. This is a self employed position offering full process support including specialist technicians to provide reports before client meetings and also recommendations...

  • Paraplanner

    Shortlist
    • £25,000 - £42,000 per annum
    • Nottinghamshire
    • 5 days ago
    • 1 application

    A new vacancy has arisen for a Paraplanner to join a specialist Wealth Management organisation based in Nottingham. You will be responsible for researching whole of market for the Advisers on a case by case basis to determine and deliver the most appropriate solution and provider and constructing Suitability...

  • Equity Release Adviser

    Shortlist
    • £20,000 - £30,000 per annum
    • Leeds
    • 5 days ago
    • 0 applications

    A renowned professional Retirement Planning Specialist are now seeking an Equity Release Adviser to join their busy, fast paced team based East of Leeds. The role is to provide a high quality equity release advice service to existing and prospective clients and promote the company as the premier provider...

  • Financial Adviser

    Shortlist
    • £70,000 - £80,000 per annum
    • Nottinghamshire
    • 5 days ago
    • 0 applications

    A new vacancy has arisen for a Financial Adviser to join a specialist Wealth Management organisation based in Nottingham. You will be responsible for servicing clients that range from Medium to High Net Worth individuals, the majority of your business will be investment orientated, although you will...

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