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62

Financial Services jobs from Independent Appointments (UK) Ltd

 
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  • Senior Administrator

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    • £22,000 - £24,000 per annum
    • Manchester
    • Yesterday
    • 4 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...

  • Junior Administrator

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    • £18,000 - £20,000 per annum
    • Manchester
    • Yesterday
    • 13 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...

  • Independent Financial Advisor

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    • £40,000 - £50,000 per annum
    • Manchester
    • Yesterday
    • 4 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...

  • Financial Services Administrator

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    • Competitive salary
    • Altrincham
    • Yesterday
    • 14 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...

  • Broker Consultant

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    • £17,000 - £25,000 per annum, OTE
    • Lancashire
    • Yesterday
    • 8 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...

  • Occupational Pension Specialist

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    • £30,000 - £35,000 per annum
    • Leeds
    • Yesterday
    • 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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    • £22,000 - £30,000 per annum
    • Carlisle
    • Yesterday
    • 5 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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    • £1 - £100,000 per annum, OTE
    • Hong Kong
    • Yesterday
    • 30 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...

  • PARAPLANNER

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    • £25,000 - £30,000 per annum
    • Manchester
    • Yesterday
    • 4 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
    • Yesterday
    • 23 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...

  • Business Assessor

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    • £17,000 - £22,000 per annum
    • Leeds
    • Yesterday
    • 36 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...

  • IFA Administrator

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    • £24,000 - £25,000 per annum
    • Preston
    • Yesterday
    • 26 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 Employee Benefits Account Handler

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    • £17,000 - £20,000 per annum
    • Stockport
    • Yesterday
    • 15 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...

    7 jobs matching this search were posted in the last week

  • Auto Enrolment Project Coordinator

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    • £18,000 - £25,000 per annum
    • Chorley
    • Yesterday
    • 13 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...

  • IFA Administrator

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    • £18,000 - £22,000 per annum
    • Altrincham
    • Yesterday
    • 21 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...

  • T & C Supervisor

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    • £28,000 - £32,000 per annum
    • Leeds
    • Yesterday
    • 21 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...

  • Paraplanner

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    • £35,000 per annum
    • Bristol
    • Yesterday
    • 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...

  • Mortgage Administrator

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    • £21,000 per annum
    • Altrincham
    • Yesterday
    • 12 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...

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  • Corporate Receptionist

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    • £15,000 - £18,000 per annum
    • Altrincham
    • Yesterday
    • 38 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 Planner / Paraplanner

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    • £28,000 - £35,000 per annum
    • Southport
    • Yesterday
    • 8 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...

  • Paraplanner

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    • £28,000 - £34,000 per annum, inc benefits
    • Cheshire
    • Yesterday
    • 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...

  • Financial Services Administrator

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    • £18,000 - £24,000 per annum
    • Leeds
    • Yesterday
    • 30 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...

  • Paraplanner

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    • Salary negotiable
    • London
    • Yesterday
    • 4 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...

  • Pensions Administrator (DB and DC)

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    • £21,000 - £25,000 per annum
    • Manchester
    • Yesterday
    • 68 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 Support Administrator

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    • £18,000 - £21,000 per annum
    • Preston
    • Yesterday
    • 64 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...

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