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IFA Administrator / PA to MD (part time)

IFA Administrator / PA to MD (part time)

4 days ago by Astral Recruitment

Our client is a successful IFA based in Horsham and they are currently looking for extra support The MD is looking for a PA and combined experienced IFA Administrator who can be his right hand person You will support him and deal with any troubleshoo...

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Chartered Financial Adviser - manage 100 existing clients from the MD, £100k - £120k basic salary

Chartered Financial Adviser - manage 100 existing clients from the MD, £100k - £120k basic salary

4 days ago by Financial Divisions

Chartered Financial Adviser - manage 100 existing clients from the MD, 100k - 120k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA...

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Financial Adviser (get CAS signed off quickly) - Clients provided, work with the MD. £40k - £50k

Financial Adviser (get CAS signed off quickly) - Clients provided, work with the MD. £40k - £50k

Financial Adviser (get CAS signed off quickly) - Clients provided, work with the MD. 40k - 50k, Boutique IFA firm - Dorking/Reigate (Surrey) My client are an independent wealth planning firm in Dorking/Reigate who offer whole of market financial advi...

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Financial Adviser - manage some existing clients from the MD and also generate some new business

Financial Adviser - manage some existing clients from the MD and also generate some new business

Financial Adviser - manage some existing clients from the MD - 65k - 85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with...

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Operations Manager

Operations Manager

9 May by mbf.

Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client servic...

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Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Manage some existing clients from the MD Surrey based Chartered IFA Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of 65- 85k benefits - Chartered IFA situated in Surrey. A Cha...

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Head of Financial Planning - Up to £150k basic salary with hybrid working + equity stake

Head of Financial Planning - Up to £150k basic salary with hybrid working + equity stake

Head of Financial Planning - Up to 150k basic salary with hybrid working equity stake THE BUSINESS My client is an independent wealth planning firm, who I have worked closely with for a number of years, personally meeting them in their beautiful offi...

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Business Development Manager (BDM) - Bridging Finance

Business Development Manager (BDM) - Bridging Finance

Business Development Manager - Bridging Finance London Reporting to the Managing Director. Our client is a multi-award-winning, short-term property lender that is now looking for an experienced Bridging Finance Business Development Manager (BDM) due ...

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Business Development Manager (BDM) - Bridging Finance

Business Development Manager (BDM) - Bridging Finance

Business Development Manager - Bridging Finance London Reporting to the Managing Director. Our client is a multi-award-winning, short-term property lender that is now looking for an experienced Bridging Finance Business Development Manager (BDM) due ...

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Business Development Manager (BDM) - Bridging Finance

Business Development Manager (BDM) - Bridging Finance

Business Development Manager - Bridging Finance London Reporting to the Managing Director. Our client is a multi-award-winning, short-term property lender that is now looking for an experienced Bridging Finance Business Development Manager (BDM) due ...

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Business Development Manager (BDM) - Bridging Finance

Business Development Manager (BDM) - Bridging Finance

Business Development Manager - Bridging Finance London Reporting to the Managing Director. Our client is a multi-award-winning, short-term property lender that is now looking for an experienced Bridging Finance Business Development Manager (BDM) due ...

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Paraplanner

Paraplanner

Paraplanner - Basic to 60k KPI Bonus, Full Benefits, Hybrid and Flexible Working Policy. A successful, high quality and award winning Chartered Financial Planning Practice is looking for an additional Paraplanner to join their business. Working withi...

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Personal Assistant (PA)

Personal Assistant (PA)

3 days ago by Vision-FS Recruitment

Position : Personal Assistant (full or part time) Location: Horsham, West Sussex Minimum Requirements : Background working as a PA (ideally in a small/SME business); Financial Services experience preferred; Excellent administration and communication ...

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Financial Planning Manager

Financial Planning Manager

Financial Planning Manager - Alresford - 50K plus DOE Are you an IFA with an existing client bank? If you are, please keep on reading Overview of Role ??????? In this role, you will be assisting the Managing Director with the development, maintenance...

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Paraplanner

Paraplanner

17 October by Vision-FS Recruitment

Position : Paraplanner Location : Leatherhead, Surrey (2 days' per week working from home) Minimum Requirements : Level 4 qualified; 1 year Paraplanning experience; Intelligent Office experience Salary/package : Up to 40,000 (depending on experience)...

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Financial Administrator to Junior Paraplanner- Boutique IFA firm - Watford - £30k - £35k plus..

Financial Administrator to Junior Paraplanner- Boutique IFA firm - Watford - £30k - £35k plus..

plus Full study support package Benefits My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K. Managing over 200m of clients' assets, t...

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Financial Administrator/ Junior Paraplanner-Boutique IFA firm-£35k - £40k - Watford plus...

Financial Administrator/ Junior Paraplanner-Boutique IFA firm-£35k - £40k - Watford plus...

Full study support package Benefits My client is an independent wealth planning firm in Southampton, providing whole-of-market financial advice to a diverse clientele spanning Hampshire, Surrey, Sussex, Kent, and London. Managing over 200m of clients...

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Paraplanner

Paraplanner

Position : Paraplanner Location : Epsom, Surrey (1-2 days per week working from home) Minimum Requirements : Level 4 qualified OR close to completing it Salary/package : Up to 45,000 (depending on experience) annual bonus 25 days' annual leave pensio...

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Paraplanner Vacancy: £35k - £50k, Boutique IFA firm - Dorking/Reigate (Surrey)

Paraplanner Vacancy: £35k - £50k, Boutique IFA firm - Dorking/Reigate (Surrey)

Paraplanner Vacancy: 35k - 50k, Boutique IFA firm - Dorking/Reigate (Surrey) My client are am independent wealth planning firm near Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owner...

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2 x Paraplanner Vacancies - Up to £48,000 - Chartered IFA firm - West End Offices (Central London)

2 x Paraplanner Vacancies - Up to £48,000 - Chartered IFA firm - West End Offices (Central London)

2 x Paraplanner Vacancies - Up to 48,000 - Chartered IFA firm - West End Offices (Central London) My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 15 staff with over the past 3 year...

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Paraplanner Vacancy - £45k - £50k - Central London - WFH after onboarding

Paraplanner Vacancy - £45k - £50k - Central London - WFH after onboarding

Paraplanner Vacancy - 45k - 50k, Must be Level 4 Diploma Qualified, Chartered IFA firm - West End Offices (Central London) My client are an award winning Chartered independent wealth planning firm in Central London with beautiful offices who offer wh...

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Financial Administrator to Paraplanner - £25k - £32k + bonus, Full study support - Haywards Heath

Financial Administrator to Paraplanner - £25k - £32k + bonus, Full study support - Haywards Heath

Financial Administrator to Paraplanner - 25k - 32k bonus, Full study support - Chartered IFA - Haywards Heath My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with. They offer whole of market fina...

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