Client Focused IFA - Bolton, Greater Manchester, United Kingdom - Social Work Partners

Client Focused Ifa

3 days ago

Not all IFA jobs are the same and this one is certainly a bit different. · Most importantly, this job is for a people person. Someone who loves meeting clients. Someone who enjoys delivering seminars or conducting group meetings. Someone who is equally comfortable talking to a CE ...

Ifa Administrator Apprentice

3 weeks ago

This is an apprenticeship within an IFA environment that could be the start of a very successful career in financial advice or investment management. · Anyone who is interested in taking their financial services career forward after completing A-Level or University would really b ...

Technical Support

4 weeks ago

Technical Support (Paraplanner) Vacancy. Bolton/Hybrid Working. Up to £35,000 An Independent Financial Advisers in Bolton is seeking additional 'Technical Support'. They don't need the finished article and they're not concerned if you have't got level 4 but the they do need someo ...

Ifa Administrator

2 weeks ago

Provide "Pre Sales" administration support to Paraplanner/Advisers, including Preparation of Engagement Letters, provision of Letters of Authority/Change of Agency Letters, downloading of Fact Find for completion, Client Agreement, Obtaining Provider Application Forms, setting up ...

Paraplanning Manager

3 weeks ago

Focused, motivational and inspiring. Our Regional Paraplanning Managers are responsible for managing, motivating and developing our Paraplanners and Report Writers to prepare high quality written advice, and provide technical research services to the Private Client Advisers. · Yo ...

Independent Financial Adviser

3 weeks ago

IRC is working exclusively with a leading North West based Independent Financial Adviser firm. They have an exciting employed opportunity for an experienced Financial Adviser to join their successful practice. · **Our client's prestigious office is located in Alderley Edge and th ...

Senior Employee Benefits Consultant

3 weeks ago

**Job Title**: Senior Employee Benefits Consultant · **Industry**: Financial Services · **Location**: Manchester · **Salary**: £60,000 · **Reference Number**: 7760 · Senior Employee Benefits Consultant** · Recruit UK are working on an excellent opportunity for a Senior Employee B ...

Senior Employee Benefits Consultant

3 weeks ago

**Senior Employee Benefits Consultant**: · - Job Reference: 1407 · - Date Posted: 28 April 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Manchester · - Salary: £50,000 to £60,000 · - Sector: Client Services, Other Financial Services Jobs · - Job Type: Emplo ...

Paraplanner

3 weeks ago

**The Company**:Established, Halifax based IFA firm looking to add an experienced Paraplanner to their technical/report writing team and support 2 very high performing, private wealth focused financial advisers on a consultative basis. · - **Office Location**:Halifax · - **Hybrid ...

Trainee Financial Advisor

2 weeks ago

Successful, award-winning financial planning firm in Manchester has a newly created vacancy for an Trainee Financial Advisor to join this established team. Offering expert financial advice to their client base, helping them plan for their best financialfuture. · With over £1 bill ...

Ifa Administrator

3 weeks ago

Our client is an independent wealth management company in Cheshire who is going through a period of sustained growth, and they are seeking an IFA Administrator to join their existing team and assist in helping the development of the firm, through effectivesupport of their IFA Adm ...

Sales Advisor

2 weeks ago

**Location**: Preston · **Salary**: £22K- £24K per Year · **Contract**: Permanent · **Type**: Full Time · **Reference**: VAC-342088_ · **Posted**: April 3, 2024 · Sales Advisor · New Build housing developments · Preston, Lancashire · Competitive salary, commission and bonuses an ...

Software Development Apprentice

3 weeks ago

**Employer description:** · **About Us:** · Adviser Cloud is a cloud based back office system specifically designed for the IFA industry. Focusing purely on creating simple to use yet powerful software. This boast lots of integrations and allows for new challenges every day. · We ...

Financial Adviser

4 weeks ago

Job Title: Financial Adviser - IR35 Contractor Specialist · Location: Chorley, Lancashire (Hybrid role, with 2-3 days in office) · Salary: Up to £45,000 base salary, with OTE averaging £80,000 · Benefits: Employee owner share scheme (after 6 months) providing an additional tax-fr ...

IFA Administrator

3 days ago

IFA Administrator · £28,000 - £32,000 + Company Bonus + 8% Pension + 9am - 5pm + Monday to Friday + 32 Days Holiday + Company Benefits · Manchester · Are you an IFA Admin or similar, looking to join a well-established and long-standing Independent Financial Advisors, that care fo ...

IFA Administrator Study Support

1 week ago

IFA Administrator (Study Support / Progression) · £23,000 - £26,000 + Training + Progression + Company Bonus + Qualifications + Company Benefits · Manchester · Are you an IFA Admin or similar, looking to join a well-established Independent Financial Advisors, which will offer you ...

Chartered Financial Planner

2 weeks ago

A market leading financial planning firm in Manchester are looking to recruit a technically proficient Chartered Financial Planner to join their team. The practice has in excess of £1bn AUM and they operate across the North West with a focus on joint ventures. In this instance, o ...

IFA Administrator

4 weeks ago

IFA Administrator Vacancy. Altrincham. Up to £30,000 Starting Salary. This opportunity is perfect if you're looking for the next step in your Admin career, but don't necessarily want to become a Paraplanner. The company don't have Paraplanners but the do have an experienced supp ...

Homebased Paraplanner

2 weeks ago

Job Title: Home-based Paraplanner position · Industry: Financial Services · Location: UK Wide · Salary: £33,000 - £36,000 · Job Reference: 9058 · Job Description: Home-based Paraplanner position · Recruit UK is working on a unique opportunity for a fully remote Paraplanner to joi ...

Customer Service Advisor

1 week ago

Overview · Are you passionate about customer service? Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can. · Known within the business as Client Services Voice, the Call Centre is ...