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Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • Paraplanner

    Shortlist
    • £50,000 - £60,000 per annum
    • London
    • 4 days ago
    • 0 applications

    A new vacancy has arisen for an experienced Paraplanner to join a rapidly growing team within a boutique wealth management practice based in the City. You will provide paraplanning support to the practice's Directors and assist in all aspects of the practices operations. You will be involved in following...

  • Paraplanner

    Shortlist
    • £28,000 - £34,000 per annum
    • Crewe
    • 4 days ago
    • 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...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Stockport
    • 4 days ago
    • 0 applications

    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...

  • Junior Administrator

    Shortlist
    • £18,000 - £20,000 per annum
    • Manchester
    • 4 days ago
    • 21 applications

    A new vacancy has arisen for a Junior Administrator to join an expanding IFA practice based in Manchester City Centre. You will provide administrative support to the Directors, Financial Advisers and Paraplanners within the team and assist them in the on-going advice process for new and existing clients...

  • Head of Sales

    Shortlist
    • £50,000 - £55,000 per annum
    • Cheshire
    • 4 days ago
    • 1 application

    A new vacancy has arisen for a Head of Sales to join an expanding financial services practice within the office based in Cheshire. You will be responsible for overseeing and managing the distribution of all products and services through authorised intermediaries, consumers, corporates, affiliates and...

  • Pensions Administrator (DB and DC)

    Shortlist
    • £22,000 - £24,000 per annum
    • Manchester
    • 4 days ago
    • 5 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....

  • Auto Enrolment/GPP Administrator

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

    The successful candidate will work with advisers and clients to implement new auto enrolment schemes, setting up the supporting communications and compliance. In addition to dealing with new schemes, the Auto-Enrolement/GPP Administrator will provide an excellent administration service to existing group...

  • IFA Administrator

    Shortlist
    • £20,000 - £24,000 per annum
    • Bolton
    • 4 days ago
    • 3 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...

  • Adviser Support Administrator

    Shortlist
    • £20,000 - £23,000 per annum
    • Stockport
    • 4 days ago
    • 9 applications

    Experienced Office Administrator sought to provide effective and efficient administration service to a team of Financial Advisers. The role is complete all new business compliance administration, ensuring new business submitted to the provider is fully completed and compliant and inputted on to the database...

  • Senior Pensions Administrator (DB and DC)

    Shortlist
    • £25,000 - £32,000 per annum
    • Manchester
    • 4 days ago
    • 1 application

    Senior Pensions Administrator sought to administer corporate pension schemes in accordance with contracts and standards - Responsible for the day to day administration for a portfolio of both DB and DC occupational pension schemes and the training/supervision of 1 or 2 Administrators. Duties include:...

  • IFA Support Adminstrator

    Shortlist
    • £18,000 - £23,000 per annum
    • Manchester
    • 4 days ago
    • 10 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
    • 4 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...

  • Business Development Consultant

    Shortlist
    • £20,000 - £25,000 per annum
    • Stockport
    • 4 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...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum
    • Altrincham
    • 4 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 - £32,000 per annum
    • Altrincham
    • 4 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...

  • Group Risk Administrator

    Shortlist
    • £18,000 - £20,000 per annum
    • Altrincham
    • 4 days ago
    • 1 application

    A firm of Chartered Financial Planners based in Cheshire, seeks an experienced Group Risk Administrator The role of Group Risk Administrator is to ensure the smooth running of the various employee benefits and group pension schemes for corporate and individual clients whilst delivering and excellent...

  • Paraplanner

    Shortlist
    • £25,000 per annum
    • Chester
    • 4 days ago
    • 2 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...

  • Paraplanner

    Shortlist
    • £25,000 - £30,000 per annum, inc benefits
    • Preston
    • 4 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...

  • Independent Financial Adviser

    Shortlist
    • £40,000 - £50,000 per annum
    • Manchester
    • 4 days ago
    • 2 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...

  • Office Administrator

    Shortlist
    • £14,000 - £16,000 per annum
    • Bury
    • 4 days ago
    • 32 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
    • 4 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...

  • IFA Administrator

    Shortlist
    • £18,000 - £22,000 per annum
    • Altrincham
    • 4 days 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...

  • Adviser Assistant

    Shortlist
    • £18,000 - £22,000 per annum
    • Lancashire
    • 4 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...

  • Mortgage Adviser

    Shortlist
    • £25,000 - £50,000 per annum
    • Leeds
    • 18 June
    • 22 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 Adviser

    Shortlist
    • £20,000 - £30,000 per annum
    • Leeds
    • Today
    • 4 applications

    A new vacancy has arisen for a Mortgage Adviser to join a renowned professional Retirement Planning Specialist based in East of Leeds. This is a specialist role dealing within an over 50's client base, where you will be responsible for conducting fact finding, mortgage interviews on all generated leads...

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