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Financial Services jobs from Independent Appointments (UK) Ltd

 
  • Financial Adviser (Wealth Management)

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    • Salary negotiable
    • North Yorkshire
    • 5 days ago
    • 4 applications

    A professional Wealth Management Practice who offer Corporate and Individual Financial Planning advice and are part of a National Wealth Management Organisation are now seeking an experienced Financial Services professional individual to join their small team based in a beautiful location between Scarborough...

  • Pension Consultant (SSAS & SIPP's)

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    • £35,000 - £45,000 per annum
    • North Yorkshire
    • 5 days ago
    • 2 applications

    A very reputable and long established Wealth & Investment Management organisation with offices in North Yorkshire and London is now seeking an experienced Consultant to join their York City Centre Team due to a forthcoming retirement. The purpose of the role will be to provide professional advice...

  • Pensions Administrator (SSAS)

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    • £17,000 - £21,000 per annum
    • North Yorkshire
    • 5 days ago
    • 4 applications

    Due to a recent internal promotion a very reputable long established Wealth & Investment Management company based in York City Centre is now seeking an experienced Pensions Administrator to compliment their existing Pension Administration team. Training will be provided to enable the successful candidate...

  • Technical Independent Financial Adviser/Operations Manager

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    • Salary negotiable
    • Tyne And Wear
    • 5 days ago
    • 1 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...

  • Mortgage Adviser

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    • £18,000 - £23,000 per annum
    • West Yorkshire
    • 5 days ago
    • 1 applications

    A national Mortgage Brokers specialising in New Build homes are now seeking an experienced Mortgage & Protection Adviser to join their team. The purpose of the role is to attend 4 -5 pre-booked client appointments per week throughout the West Yorkshire region. Your job role will be to provide whole...

  • Financial Planning Administrator

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    • Salary negotiable
    • Leicestershire
    • 5 days ago
    • 11 applications

    A long established and reputable IFA Practice, renowned for their unique services by offering the combination of financial, investment, tax, accounting and legal expertise under one roof are now seeking an experienced Financial Planning Administrator to join their North Leicestershire team. The purpose...

  • New Business Administrator

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    • £18,000 - £20,000 per annum
    • Leeds
    • 5 days ago
    • 84 applications

    A renowned professional Retirement Planning Specialist are now seeking an experienced administrator to join their busy, fast paced new business team based East of Leeds. The purpose of the role is to process a high volume of new business applications on a day to day basis within strict turnaround deadlines...

  • Trainee Financial Adviser (Wealth Management)

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    • Salary negotiable
    • North Yorkshire
    • 5 days ago
    • 26 applications

    A professional Wealth Management Practice who offer Corporate and Individual Financial Planning advice and are part of a national Wealth Management organisation are now seeking an experienced Financial Services professional individual who is looking for the next step in their career and would like to...

  • IFA Administrator

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    • £18,000 - £21,000 per annum
    • Manchester
    • 6 days ago
    • 3 applications

    IFA Administrator sought to provide comprehensive administrative support to Directors, Advisers and Paraplanners, within an established team, to assist them in the on-going advice process for new and existing clients. The role will involve processing both on-line and paper based new business applications...

  • Paraplanner

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    • £25,000 - £30,000 per annum
    • Lancashire
    • 6 days ago
    • 0 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
    • 6 days ago
    • 0 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...

  • Occupational Pension Specialist

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    • £30,000 - £35,000 per annum
    • Leeds
    • 6 days ago
    • 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...

  • Business Assessor

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    • £17,000 - £22,000 per annum
    • Leeds
    • 6 days ago
    • 5 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...

    15 jobs matching this search were posted in the last week

  • IFA Support Administrator

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    • £18,000 - £21,000 per annum
    • Preston
    • 6 days ago
    • 10 applications

    Financial Services business with a Chartered status, are seeking to appoint a Financial Planning Administrator to join a growing team based at their office in Preston. Offering brilliant benefits package as well as excellent career progression opportunities, this is a rare opportunity to develop your...

  • Policy Administrator

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    • £14,000 - £16,000 per annum
    • Lancashire
    • 6 days ago
    • 2 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...

  • Financial Planning Administrator

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    • £15,000 - £17,000 per annum
    • Derbyshire
    • 7 April
    • 0 applications

    A professional Chartered IFA Practice who provide Financial Planning advice to HNW individuals and businesses throughout the East Midlands region and beyond are now seeking an experienced Financial Planning Administrator to join their Derbyshire based team. The key responsibilities of the role will be...

  • Financial Planning Administrator

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    • £17,000 - £19,500 per annum
    • Leeds
    • 6 days ago
    • 23 applications

    leading Accountancy Practice and IFA firm with over 10 offices across the UK are now seeking an experienced Financial Planning Administrator to join their Leeds City Centre office. As an experienced Financial Planning Administrator you will provide full Financial Planning and PA support to the Managing...

  • Financial Services Sales Adviser

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    • £18,000 - £40,000 per annum, OTE
    • Lancashire
    • 1 week ago
    • 0 applications

    A new vacancy has arisen for a Financial Services Sales Adviser to join a leading equity release and retirement financial services specialist in Lancashire. You will be expected to meet and exceed targets and provide timely and accurate information on the intermediary market place. You will effectively...

  • Broker Consultant

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    • £17,000 - £25,000 per annum, OTE
    • Lancashire
    • 1 week ago
    • 0 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
    • 1 week ago
    • 3 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
    • 1 week ago
    • 0 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
    • 1 week ago
    • 1 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...

  • T & C Supervisor

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    • £28,000 - £32,000 per annum
    • Leeds
    • 1 week ago
    • 3 applications

    Rapidly growing financial services organisation, actively seeking a T & C Supervisor. Main duties will include completion of one to ones as required, completion of annual role-plays, ensuring Adviser records are kept up to date, assisting with Adviser Induction Courses, providing ongoing support...

  • IFA Financial Administrator

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    • £20,000 - £25,000 per annum
    • Leeds
    • 1 week ago
    • 7 applications

    Growing IFA practice looking to an experienced IFA Financial Administrator to provide high quality, full administrative support to Advisers with the primary objective to deliver first class service to the firm's clients. The main responsibilities within this role are to ensure client files are fully...

  • Paraplanner

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    • £30,000 - £35,000 per annum
    • Cheshire
    • 1 week ago
    • 0 applications

    Well respected Wealth Planning IFA, are looking for a motivated, highly skilled senior Paraplanner to join its growing team in South Cheshire. Providing diligent paraplanning support to the Managing Director and on occasion attending meetings where appropriate. In return the firm offers an attractive...

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