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Ifa Account Manager jobs

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IFA Administration Account Manager £30-£40k Surrey

Posted 12 November by Coast Specialist Recruitment Easy Apply

Outstanding new role comprising or IFA technical support and Paraplanner duties: If you are bright, personable and energetic you might have what it takes for a career within a HNW IFA practice, our client can demonstrate both professionalism and a successful track record. They have a great team of highly...

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Account Manager - (Paraplanner/IFA Support Technician)

Posted 13 November by Coast Specialist Recruitment Easy Apply

My client is a prestigious wealth management company based in Esher. They provide sophisticated, bespoke independent financial advice and related services to private clients. This role will suit a bright, personable and energetic individual. My client is a chartered firm, with a history spanning almost...

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Account Manager / BDM - Glasgow

Posted 15 November by Recruiting UK

BDM IFA / Account Manager- Glasgow Our client is a UK wide financial services product provider that specialises in the provision of products via IFAs and Intermediaries and as part of their expansion, are seeking an additional business development manager. You would therefore be responsible for promoting...

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Relationship Manager - Financial Services

Posted 6 December by CBC Resourcing Solutions Easy Apply

Relationship Manager - Financial Services Reading To £40,000 plus bonus and benefits Our client is looking for a Relationship Manager to undergo initial training in order to develop into day to day sales account management of specific intermediaries within a specified geographical territory in order to...

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Employee Benefits Account Manager

Posted 5 days ago by Alexander Lloyd Easy Apply

An excellent opportunity has become available for an Employee Benefits specialist with Private Medical Insurance experience. As an account manager you will be responsible for managing a designated number of accounts acting as their first point of contact for any enquiries they may have. You will need...

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Employee Benefits Account Manager

Posted 2 days ago by Alexander Lloyd New Easy Apply

This is an ideal opportunity to join an award-winning within the Employee Benefits consultancy market, who are currently recruiting for an experienced Account Manager to join their successful business on a permanent basis; to provide accurate administrative support to clients and internal staff alike...

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IFA Administrator

Posted 26 November by Redex Recruitment Easy Apply

IFA Administrator To effectively deliver support to Financial Planner(s) as well as customers and colleagues. Package Salary up to £35,000 depending on experience. Duties (not limited to) Regularly update Financial Planner(s) and Admin team on the progress of outstanding cases and dealing with any technical...

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Employee Benefits Account Manager

Posted 4 days ago by Alexander Lloyd Easy Apply

If you're looking to take your next step within your Employee Benefits career then this could be the ideal role for you Due to a period of growth, a market leader within the Employee Benefits consultancy market are currently recruiting for an experienced Account Manager to join their successful business...

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Compliance Manager

Posted 14 November by Heat Recruitment Featured Easy Apply

The Client There is a fantastic opportunity here to for a successful Compliance Manager to join a well-established Financial Services Practice with a national reach. Our Client are a growing practice with a great industry name, focus on providing a highly personalised financial planning and investment...

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Business Development Manager (office based) - platform sales

Posted 14 November by Specialist Financial Recruitment Limited Easy Apply

Our client is an innovative retirement wealth planning platform with significant funds under management. As a Business Development Manager, you will be accountable for the relationship of a Regional panel of IFA accounts via the telephone. Working in collaboration with a Field-based Strategic Account...

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Employee Benefits Consultant

Posted 4 December by Alexander Lloyd Easy Apply

If you have experience of advising corporate clients on the Group Risk and Private Medical Insurance schemes for their staff (or supporting someone who is providing this advice) and you're looking to work for a growing, award-winning Employee Benefits consultancy based in their Surrey offices then this...

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Employee Benefits Client Support

Posted 2 days ago by Alexander Lloyd Easy Apply

If you're looking to take your next step within your Employee Benefits career then this could be the ideal role for you A market leader within the Employee Benefits consultancy market are currently recruiting for an experienced Employee Benefits Administrator, Support, Account Manager-type professional...

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Quality & Risk Analyst

Posted 28 November by Coast Specialist Recruitment Easy Apply

Quality & Risk Analyst Horsham - £32,000 Overall Purpose of the Job: To maintain comprehensive file monitoring across the network and undertake quality of advice reviews. Key Activities & Responsibilities: Maintain a systematic, comprehensive scheme of file monitoring across the Network, in accordance...

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Financial Adviser

Posted 20 November by Lusona Consultancy (Group) Limited Easy Apply

Lusona Financial Services are looking for a financial planner to join a well-established financial planning business in Dundee. This is an opportunity for either an experienced financial adviser that is looking for better earnings or someone that is still in the early stages of their career that is looking...

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Quality and Risk Analyst

Posted 28 November by First Recruitment Services Limited Easy Apply

Due to continual growth our client is recruiting for a Quality and Risk analyst to join their team General Responsibilities: Maintain a systematic, comprehensive scheme of file monitoring, in accordance with regulatory requirements Undertake quality of advice reviews across all areas of the business and...

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Contact Centre Consultant

Posted 2 days ago by Gloucester Industrial New Easy Apply

Contact Centre Consultant Cheltenham £8.20 per hour Temp Job Description A Contact Centre Consultant is responsible for dealing with in-bound telephone calls from customers regarding all aspects of the Life and Pension products. The purpose of this role is to deliver excellent customer service to customers...

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Client Services Executive

Posted 28 November by We Are SSG Easy Apply

My cleint is a highly regarded, award winning Wealth Management organisation who are continuing to grow and have exciting plans for the future. This is an excellent opportunity to work with the Intermediary Sales team and provide administration support to a range of channels, including Financial Advisers...

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Sales Support Administrator

Posted 28 November by We Are SSG Easy Apply

My cleint is a highly regarded, award winning Wealth Management organisation who are continuing to grow and have exciting plans for the future. This is an excellent opportunity to work with the Intermediary Sales team and provide administration support to a range of channels, including Financial Advisers...

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IFA Call Centre Agent

Posted 3 days ago by ARC Easy Apply

This is an inbound call centre role dealing with calls from Financial Advisors / IFA’s A background in customer services for a bank or building society is ideal and our client will also consider recent graduates / college leavers with retail experience If candidates can show enthusiasm, are focused on...

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IFA- Large Accountancy Practice - Clients provided - to £70k basic + car

Posted 26 November by Resource Matters

IFA - Based in Large Accountancy Practice - all clients provided - To £70k basic + car package + Bonuses Our Client is a National IFA Firm who work in partnership with large accountancy firms across the UK. Due to substantiall growth they are looking to expand their team and are looking to recruit several...

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IFA- Large Accountancy Practice - Clients provided - to £70k basic + car

Posted 26 November by Resource Matters

IFA - Based in Large Accountancy Practice - all clients provided - To £70k basic + car package + Bonuses Our Client is a National IFA Firm who work in partnership with large accountancy firms across the UK. Due to substantiall growth they are looking to expand their team and are looking to recruit several...

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IFA- Large Accountancy Practice - Clients provided - to £70k basic + car

Posted 26 November by Resource Matters

IFA - Based in Large Accountancy Practice - all clients provided - To £70k basic + car package + Bonuses Our Client is a National IFA Firm who work in partnership with large accountancy firms across the UK. Due to substantiall growth they are looking to expand their team and are looking to recruit several...

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IFA- Large Accountancy Practice - Clients provided - to £70k basic + car

Posted 26 November by Resource Matters

IFA - Based in Large Accountancy Practice - all clients provided - To £70k basic + car package + Bonuses Our Client is a National IFA Firm who work in partnership with large accountancy firms across the UK. Due to substantiall growth they are looking to expand their team and are looking to recruit several...

read more

IFA- Large Accountancy Practice - Clients provided - to £70k basic + car

Posted 26 November by Resource Matters

IFA - Based in Large Accountancy Practice - all clients provided - To £70k basic + car package + Bonuses Our Client is a National IFA Firm who work in partnership with large accountancy firms across the UK. Due to substantiall growth they are looking to expand their team and are looking to recruit several...

read more

IFA- Large Accountancy Practice - Clients provided - to £70k basic + car

Posted 26 November by Resource Matters

IFA - Based in Large Accountancy Practice - all clients provided - To £70k basic + car package + Bonuses Our Client is a National IFA Firm who work in partnership with large accountancy firms across the UK. Due to substantiall growth they are looking to expand their team and are looking to recruit several...

read more