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65

Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • Financial Services Administrator

    Just Added
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    • £18,000 - £24,000 per annum
    • Leeds
    • Yesterday
    • 6 applications

    A firm of Chartered Financial Planners are now seeking an experienced Financial Services Administrator to join their Leeds City Centre Team. The purpose of the role will be to provide full administration support to a Partner/Adviser and the key objective of the role is to deliver a first-class service...

  • PARAPLANNER

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    • £25,000 - £30,000 per annum
    • Manchester
    • 2 days ago
    • 6 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...

  • Adviser Assistant

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    • £18,000 - £22,000 per annum
    • Lancashire
    • 2 days ago
    • 41 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...

  • Paraplanner

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    • £28,000 - £35,000 per annum, inc benefits
    • Sutton Coldfield
    • 2 days ago
    • 12 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...

  • Senior Paraplanner/Research Role

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    • £27,000 - £34,000 per annum
    • Leeds
    • 2 days ago
    • 3 applications

    Role Purpose To provide high quality technical, administrative and research support to the Advisers with the primary objective of delivering a first-class service to the firm's clients in the provision of comprehensive, efficient and effective independent financial advice to include all areas of investment...

  • IFA Administrator

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    • £24,000 - £25,000 per annum
    • Preston
    • 2 days ago
    • 35 applications

    A unique opportunity has arisen to join a highly successful, stable and reputable IFA practice which offers Independent Financial advice. The main purpose of the role is to provide a complete administration service for the firm’s proprietor who has over 25 years industry experience. You will be responsible...

  • Group Risk Specialist - southern region

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    • £40,000 - £45,000 per annum
    • London
    • 2 days ago
    • 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...

  • Paraplanner

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    • £28,000 - £30,000 per annum
    • Leeds
    • 2 days ago
    • 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...

  • Occupational Pension Specialist

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    • £30,000 - £35,000 per annum
    • Leeds
    • 2 days ago
    • 1 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...

  • Paraplanner

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

  • Paraplanner

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    • Salary negotiable
    • London
    • 2 days ago
    • 7 applications

    Our client is currently recruiting for a Paraplanner who will provide a complete research and report writing support service for Consultants within the branch, aiding them in the more highly skilled areas to ensure that the client receives a complete and comprehensive advice package. The role will be...

  • Junior Administrator

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    • £18,000 - £20,000 per annum
    • Manchester
    • 2 days ago
    • 84 applications

    Our client is seeking a Junior Administrator to provide comprehensive support to the Directors, Advisers and Paraplanners within the team to assist them in the on-going advice process for new and existing clients. Requirements of the role: Correctly produce client valuations through Adviser Office...

  • Senior Administrator

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    • £22,000 - £24,000 per annum
    • Manchester
    • 2 days ago
    • 17 applications

    Our client is currently recruiting for a Senior Administration to provide comprehensive administrative support to the directors, advisers and paraplanners within the team to assist them in the on-going advice process for new and existing clients. You must have experience of working as an administrator...

  • Paraplanner

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    • £28,000 - £32,000 per annum
    • Manchester
    • 2 days ago
    • 3 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...

  • Employee Benefits Administrator

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    • £20,000 - £27,000 per annum
    • Manchester
    • 2 days ago
    • 17 applications

    Manchester city centre IFA practice seeks an experienced Employee Benefits Administrator. Purpose of Role Duties will include providing administration support to the Employee Benefit department. This will cover both new and existing business. You will monitor new business progress and chase outstanding...

  • Independent Financial Adviser

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    • Competitive salary
    • Liverpool
    • 2 days ago
    • 6 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...

  • Paraplanner

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    • £35,000 per annum
    • Bristol
    • 2 days ago
    • 3 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...

  • Financial Services Administrator

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    • £18,000 - £24,000 per annum
    • Leeds
    • 2 days ago
    • 46 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...

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  • Financial Services Administrator

    Save
    • Competitive salary
    • Altrincham
    • 2 days ago
    • 20 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...

  • Independent Financial Advisor

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    • £40,000 - £50,000 per annum
    • Manchester
    • 2 days ago
    • 8 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...

  • Corporate Receptionist

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    • £15,000 - £18,000 per annum
    • Altrincham
    • 2 days ago
    • 65 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...

  • Paraplanner

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    • £28,000 - £34,000 per annum, inc benefits
    • Cheshire
    • 2 days ago
    • 1 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...

  • Employed IFA

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    • £30,000 - £40,000 per annum, OTE
    • Cheshire
    • 2 days ago
    • 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

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    • £30,000 - £35,000 per annum
    • Cheshire
    • 2 days ago
    • 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...

  • Paraplanner

    Save
    • £25,000 - £30,000 per annum, inc benefits
    • Lancashire
    • 2 days ago
    • 1 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...

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