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56

Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • Life & Pensions Administrator

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    • £18,000 - £20,000 per annum
    • Leeds
    • 23 July
    • 5 applications

    An established IFA Practice based in Leeds City Centre are now seeking an experienced Sales Support Administrator to join their small administration team of 5. The key tasks of the role will be; processing new business, liaising with clients and product providers, conduct product research, obtain illustrations...

  • Financial Services Administrator

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    • £18,000 - £24,000 per annum
    • Leeds
    • Yesterday
    • 2 applications

    We are currently recruiting for a Financial Services Administrator for a Leeds based Independent Chartered Financial Planners. The role will include providing full administrative support to an Adviser/Partner of the company. Processing and monitoring of new and existing business; protection, pensions...

  • Independent Financial Advisor

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    • £40,000 - £50,000 per annum
    • Manchester
    • Yesterday
    • 3 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...

  • Paraplanner

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    • £35,000 per annum
    • Bristol
    • Yesterday
    • 0 applications

    Our client is looking to recruit a Paraplanner to provide analytical, technical, report writing and client support and work proactively with Advisers and Client Support to assist in the delivery of professional, compliant and effective client focused service and proposition. To act as primary point...

  • Paraplanner

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    • £25,000 - £30,000 per annum
    • Lancashire
    • 18 July
    • 2 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...

  • Auto Enrolment Project Coordinator

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    • £18,000 - £25,000 per annum
    • Chorley
    • 18 July
    • 10 applications

    Chartering Financial Planning firm seeking an Auto-Enrolment Project Coordinator to provide project management and implementation support for the roll-out of pensions auto-enrolment across their corporate clients. This is a role that will suit candidates with experience within the financial service sector...

  • Financial Planner / Paraplanner

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    • £28,000 - £35,000 per annum
    • Southport
    • 18 July
    • 5 applications

    Independent Appointments currently have an outstanding opportunity for Financial Planner / Paraplanner to work for our client, independent financial planning practice who were one of the first UK firms to be awarded Chartered Financial Planner status. Based just on the outskirts of Southport, our client...

  • Occupational Pension Specialist

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    • £30,000 - £35,000 per annum
    • Leeds
    • 18 July
    • 0 applications

    Occupational Pension Specialist sought to take responsibility for sign off of all occupational pension transfers, provide assistance to members for technical queries, assist the paraplanning team to sign off cases as required and maintain the higher licence tests for FRO and OPS for Advisers. The Occupational...

  • Group Employee Benefits Account Handler

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    • £17,000 - £20,000 per annum
    • Stockport
    • 18 July
    • 11 applications

    Main Duties and Responsibilities: Ensure the timely and accurate processing of new & existing Group Schemes on Intelligent Office (IO). Producing quotations, research and reports as & when required. Prepare new entrant packs for issue within compliance procedures. Ensure all new business...

  • Business Assessor

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    • £17,000 - £22,000 per annum
    • Leeds
    • 18 July
    • 25 applications

    Business Assessor sought to hold responsibility for assessing new business in accordance with the "Business Submission Standards" within 24 hours of receipt/within 48 hours of receipt and provide appropriate feedback to individual Advisers. Duties will also include updating Business Quality Statistics...

  • PARAPLANNER

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    • £25,000 - £30,000 per annum
    • Manchester
    • 18 July
    • 3 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

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    • £22,000 - £30,000 per annum
    • Manchester
    • 18 July
    • 55 applications

    IFA ADMINISTRATOR £22,000 - £30,000 dependent on experience and industry qualifications My client operates slightly differently to a lot of IFA’s in that all advisers dictate their reports and letters; therefore approximately 50% of the role will involve typing reports dictated by advisers. It is not...

  • Mortgage Administrator

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    • £21,000 per annum
    • Altrincham
    • 18 July
    • 5 applications

    A firm of Chartered Financial Planners based in Cheshire is currently recruiting for a Mortgage Administrator to provide dedicated, efficient administrative support for the Mortgage Consultant. You will provide an efficient new business processing service liaising with product providers and ensuring...

    3 jobs matching this search were posted in the last week

  • Group Risk Specialist - southern region

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    • £40,000 - £45,000 per annum
    • London
    • 18 July
    • 5 applications

    Looking to recruit a Group Risk Specialist with extensive experience as a Senior Client Facing Consultant. The role will involve maintaining and building upon relationships with the existing clients to ensure ongoing business is retained, introduce new clients with an individual business target to work...

  • Independent Financial Adviser

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    • £1 - £100,000 per annum, OTE
    • Hong Kong
    • 18 July
    • 20 applications

    Leading overseas Financial Services business based in Hong Kong but with Worldwide exposure, currently seeking Financial Advisers/Protection Advisers to join their successful team. The role is to bring life-style financial planning services to expatraites in Hong Kong - capitalising on the growing number...

  • Compliance Monitoring Manager

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    • £35,000 - £40,000 per annum
    • Cheshire
    • 18 July
    • 4 applications

    Compliance Monitoring Manager sought to ensure that all internal monitoring and TCF is carried out in line with both FCA requirements. Key accountabilities: Responsible for the development, implementation and management of the risk based programme for monitoring the effectiveness and the quality of...

  • Paraplanner

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    • £22,000 - £30,000 per annum
    • Carlisle
    • 18 July
    • 4 applications

    A first class opportunity has arisen for an experienced Paraplanning individual to join a highly regarded IFA in Carlisle The successful candidate will be involved in all aspects of the technical back office work, but will also train to become a Financial Adviser, eventually successfully making the...

  • Independent Financial Adviser

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    • Competitive salary
    • Liverpool
    • 18 July
    • 5 applications

    A successful and well established firm of Chartered Accountants is seeking to recruit a Financial Planning Consultant. The Financial Services Department is a key part of the business strategy of developing strong personal relationships with clients by offering an integrated range of professional services...

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  • Broker Consultant

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    • £17,000 - £25,000 per annum, OTE
    • Lancashire
    • 18 July
    • 6 applications

    Broker 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 to existing and...

  • Pensions Administrator (DB and DC)

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    • £21,000 - £25,000 per annum
    • Manchester
    • 18 July
    • 53 applications

    Pensions Administrator (DB and DC) sought to administer corporate pension schemes in accordance with contracts to the required standards and deadlines. Responsible for carrying out pension administration and calculations accurately, drafting correspondence and reports, coaching and supervising less experienced...

  • IFA Administrator

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    • £18,000 - £22,000 per annum
    • Altrincham
    • 18 July
    • 14 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...

  • Paraplanner

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    • £28,000 - £30,000 per annum
    • Leeds
    • 18 July
    • 5 applications

    Paraplanner sought to record new cases, assess new business based on fact find and adviser information, liaise with Advisers to obtain accurate information to complete cases, produce research material, write suitability letter and present case to Adviser. The Paraplanner will also provide feedback to...

  • Compliance Manager

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    • £40,000 - £50,000 per annum
    • Lancashire
    • 18 July
    • 5 applications

    A new vacancy has arisen for a Compliance Manager to join a very successful group of companies each providing specialist areas of financial advice, ranging from personal wealth management of high net worth individuals to employee benefit solutions covering the full remit of financial planning and wealth...

  • Paraplanner

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    • £28,000 - £35,000 per annum, inc benefits
    • Sutton Coldfield
    • 18 July
    • 5 applications

    A Wealth Management Practice is now recruiting for a Paraplanner to join the West Midlands office Main Purpose of Role: 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...

  • Sales Support Administrator

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    • £16,000 - £21,000 per annum
    • Nottinghamshire
    • 22 July
    • 9 applications

    One of the leading insurance brokers and financial services organisations in the East Midlands offering Insurance, Financial Services, Risk Management and Corporate Finance advice are now seeking an experienced Sales Support Administrator to join their growing team based in Nottingham. Working within...

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