177

Ifa Account Manager jobs

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Sales Development Manager / T & C (Aberdeen/Tayside)

Posted Yesterday by Recruiting UK New

Sales Development Manager / T & C (Aberdeen/Tayside) The client is a large and expanding financial services provider who provide face to face financial advice to a wide range of individual and HNW clients across the UK. Due to their on-going expansion and commitment to their financial adviser population...

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Employee Benefits Account Manager

Posted 14 January by Alexander Lloyd 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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Employee Benefits Account Manager

Posted 1 week 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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Pensions Specialist Compliance Manager

Posted 19 December 2018 by Heat Recruitment Featured Easy Apply

There is a fantastic opportunity here to for a successful Compliance Manager, with a particular speciality on the Pensions field, to join a well-established Financial Services Practice in the West Sussex Region. Our Client are a growing practice with a great industry name, focus on providing a highly...

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Desk Based Account Manager - Manchester

Our Client is well known and operates within the Financial Services/IFA Market. They are now looking to meet with an individual from within the Financial Services Industry and one who has proven experience working as a successful Account Manager/Business Developer. The Role: The role has two principle...

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Operations Manager (Financial Services)

Posted 8 January by CB3 Associates Ltd Easy Apply

The Company: I am currently working on behalf of a highly ambitious and growth orientated IFA business who have sites in North Yorkshire and the North East respectively, and are looking to recruit an Operations Manager to oversee their back-office personnel. They are a truly independent financial advice...

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Quality and Risk Analyst

Posted 8 January 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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Employee Benefits Consultant

Posted 4 January 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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Quality and Risk Analyst

Posted 2 January 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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Quality & Risk Analyst

Posted 1 week ago by Search Consultancy Easy Apply

Quality & Risk Analyst - Horsham - £28-£32,000 A renowned wealth management group in Horsham are looking to grow their compliance team with the addition of a Quality & Risk Analyst. General Responsibilities: Maintain a systematic, comprehensive scheme of file monitoring across the Network, in...

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Quality and Risk Analyst

Posted 18 December 2018 by Fusion Personnel

Our wonderful client is on the lookout for a Quality & Risk Analyst to join the team. Our client is a well known, established international Wealth Management company that empowers financial institutions to shape their future. This is an exciting time to join the team Please see below for a full job...

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IFA Call Centre Agent

Posted 13 December 2018 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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Client Services Executive

Posted Yesterday 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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Featured

Financial Planning Administrator

Posted 8 January by REED Insurance Featured

Do you want to be part of one of the fastest growing IFA firms in the country? Due to expansion, my client are seeking a Holistic IFA Administrator to work closely with the companies' Directors/Advisers. The company provide holistic financial advice to a number of HNW individuals and investors across...

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Mortgage and wealth management - Client support manager

Posted 7 January by Redbourne Wealth Management

Our award winning team of IFAs are looking to expand their team with the growth of their existing office in Stratford-upon-Avon. We are a forward thinking modern IFA business, advising a wide range of high net worth clients on all aspects of finance, investment, pensions and tax planning. We are seeking...

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IFA Sales Support Administrator

Posted 6 days ago by MB Fitzgerald Easy Apply

Our client is a successful leading Chartered Accountancy Practice whose IFA division offers professional, informed independent financial services and employee benefit advice to high-net worth clients. Due to expansion they are now seeking to employ an experienced IFA support administrator. Duties will...

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IFA - Leading Accountancy, Wealth Management business

Posted 1 week ago by Astral Recruitment

Our client is one of the worlds leading Accountancy networks and Wealth Management business and they are currently looking for an IFA to join their office and team in Liverpool This is a rare chance to join such a market leader and we are looking for a well qualified and experienced IFA You will inherit...

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Home Based Financial Planner - All leads provided

Posted 6 January by Blakemore Recruitment Easy Apply

We are working with an IFA business where an adviser of the firm is retiring shortly. As such they are looking to recruit an IFA to join to take over the running of the client requirements. The clients are of a HNW nature and are mainly based in North London/Hertfordshire predominantly around St Albans...

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IFA Administrator

Posted 6 days ago by Zoot Recruit Easy Apply

IFA Administrator Opportunity-£20,000-£25,000-Cheshire Prestige Recruitment Group are pleased to be working alongside a Cheshire based company who offer a Financial Planning service including investment, retirement and protection planning to assist their clients fulfil their financial goals. Previous...

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

Posted 4 January 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 4 January 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 4 January 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 4 January 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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Business Development Director - Investment Management

Posted 7 January by Oval Recruit Easy Apply

Business Development Director - Investment Management Leading UK Investment Manager, Based Birmingham £50k - £70k + Bonus Incentive Scheme & Package This is an excellent opportunity for an experience Intermediary/IFA Business Developer to join a leading UK Investment Manager in their Birmingham office...

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Paraplanner

Posted Yesterday by Search Consultancy New Easy Apply

Paraplanner / Report Writer Wakefield £25,000 - £35,000 plus training, exam support, free parking and benefits package This is an outstanding opportunity with a top performing IFA and Wealth Management firm to join their Wakefield office as a Paraplanner / Report Writer. The successful applicant will...

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