Jobs
>
Coventry

    IFA, Coventry - Clever-HR

    Default job background
    Part time, Full time
    Description
    An exciting opportunity for a Financial Adviser to join a successful and growing Chartered wealth management firm
    Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning.

    Established for nearly 20 years, the company is now looking for an employed Financial Adviser to join the team, to continue developing on their solid foundations and excellent reputation.

    The Role

    We are looking for Financial Advisers who have the ambition and drive to really focus on attracting new clients to the business, and and service/develop an existing client base.

    Paraplanning and client support services provided.

    About You
    • Generate and develop new connections and instructions to the business
    • Provide holistic financial planning to prospective and existing clients in a compliant manner whilst adhering to the FCA principles of TCF
    • Have a minimum qualification to Level 4/Diploma with a desire to attain the Chartered qualification within the next three years
    • Have a strong commitment to provide excellent customer service in order to ensure long term relationships with clients.
    • Have and a proactive work ethic.
    • Have the ability to work independently to develop client solutions with excellent interpersonal and communication skills
    • Minimum of two years demonstrable advisory experience
      Relevant Skills and Knowledge
      • The requisite technical knowledge and qualification (e.g. QCA Level 4 exams).
      • Detailed knowledge and understanding of the firm's compliance procedures including record keeping requirements.
      • Provision of advice to clients in a compliant manner as detailed in the firm's compliance manual and procedures.

  • mbf.

    Ifa Administrator

    3 weeks ago


    mbf. Coventry, United Kingdom

    **IFA Administrator - Meriden, Coventry - Salary to £30,000 plus benefits** · MB Fitzgerald Recruitment are currently working with a firm of Independent Financial Advisers and Employee Benefits Consultants in Coventry to recruit an experienced IFA Administrator. · An opportunity ...

  • MB Fitzgerald

    Ifa Administrator

    3 weeks ago


    MB Fitzgerald Coventry, United Kingdom

    **IFA Administrator - Meriden, Coventry - Salary to £30,000 plus benefits** · MB Fitzgerald Recruitment are currently working with a firm of Independent Financial Advisers and Employee Benefits Consultants in Coventry to recruit an experienced IFA Administrator. · An opportunity ...

  • Cranleigh Personnel

    Ifa Administrator

    2 weeks ago


    Cranleigh Personnel Coventry, United Kingdom

    **Technical IFA / Wealth Planning Administrator** · **Location: Outskirts Coventry** · **Salary: £24,000 - £30,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Do you feel frustrated in your current role as you are not having the mentoring ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    3 weeks ago


    CAPIO RECRUITMENT LIMITED Coventry, United Kingdom

    Capio recruitment are working with a Wealth Management firm in Coventry to bring on an IFA Administrator to join their team. The firm prides themselves on their clients, specialising in providing financial advice to high-net-worth individuals. The firm dealwith high net worth cli ...

  • Recruit UK

    Ifa Administrator

    2 weeks ago


    Recruit UK Coventry, United Kingdom

    **Job Title**:IFA Administrator · **Industry**:Wealth Management · **Location**:Coventry · **Salary**:£23,000- £30,000 (negotiable on experience) · **Job reference: 7966** · Recruit UK are working on an excellent opportunity for an IFA Administrator near Coventry to join a well-e ...

  • Exchange Street Claims & Financial Services

    Ifa Administrator

    2 weeks ago


    Exchange Street Claims & Financial Services Coventry, United Kingdom

    The story goes that John F Kennedy was visiting NASA HQ in 1961. On the tour he asked a janitor what he did there. · **"I'm helping put a man on the moon".** · He understood the vision. He had purpose. He felt part of it. · This practice has the same ethos. Advisers aren't on ped ...


  • Cranleigh Personnel Coventry, United Kingdom

    **Technical IFA / Wealth Planning Administrator** · **Location: Outskirts Coventry** · **Salary: £24,000 - £28,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Do you feel frustrated in your current role as you are not having the mentoring ...


  • Capio Recruitment Coventry, United Kingdom

    **Job Title - Technical Administrator** · **Location - Solihull** · **Salary - £28,000 - £35,000** · Capio Recruitment is working with an award-winning financial planning firm on an exciting opportunity for a technical administrator to join a boutique practice in solihull. The fi ...


  • Cranleigh Personnel Coventry, United Kingdom

    **Technical IFA / Wealth Planning Administrator** · **Location: Outskirts Coventry** · **Salary: £24,000 - £28,000** · Are you an IFA Administrator with at least one year's IFA Admin experience....? · Do you feel frustrated in your current role as you are not having the mentoring ...


  • Recruit UK Coventry, United Kingdom

    **Job Title**: Trainee Paraplanner/Senior IFA Administrator · **Industry**: Financial Services · **Location**:Coventry · **Salary**:Up to £35,000 (higher salary negotiable depending on skillset and experience) · **Job reference: 7495** · Are you an IFA Administrator looking to st ...

  • ER Recruitment

    Ifa

    3 weeks ago


    ER Recruitment Leicester, United Kingdom

    **IFA** · **Leicester** · **£45,000 - £60,000 p.a. DOE** · - Are you an experienced financial advisor who is focused on putting the client first and achieving their goals? · - Are you confident managing the expectations of existing clients and at the same time seeking potential n ...

  • ER Recruitment Limited

    Ifa

    3 weeks ago


    ER Recruitment Limited Leicester, United Kingdom

    **IFA** · **Leicester** · **£45,000 - £60,000 p.a. DOE** · - Are you an experienced financial advisor who is focused on putting the client first and achieving their goals? · - Are you confident managing the expectations of existing clients and at the same time seeking potential n ...

  • AMG Search

    Ifa

    4 days ago


    AMG Search Birmingham, United Kingdom

    **AMG Search is currently looking for an IFA to join a leading national IFA organisation.** · - As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. · - You will provide advice in pensions, investment ...

  • Cranleigh Personnel

    Ifa Administrator

    3 weeks ago


    Cranleigh Personnel Warwick, United Kingdom

    **Job Title: IFA Administrator - FLEXIBLE HOME WORKING** · **Location: Warwick** · **Salary: £25,000 - £30,000 Depending on experience** · Are you an IFA Administrator looking for your next role within Financial Services / Wealth Management? · Our client is currently looking for ...

  • Cranleigh Personnel

    Ifa Administrator

    3 weeks ago


    Cranleigh Personnel Warwick, United Kingdom

    **Job Title: IFA Administrator - FLEXIBLE HOME WORKING** · **Location: Warwick** · **Salary: £25,000 - £30,000 Depending on experience** · Are you an IFA Administrator looking for your next role within Financial Services / Wealth Management? · Our client is currently looking for ...

  • Idex

    Ifa Administrator

    1 week ago


    Idex Warwick, United Kingdom

    **About Our Client** · An expanding Financial Services group has an opportunity for an IFA Administrator to join their team in Warwick. · Be part of an exciting journey as the Midlands hub of this impressive national firm continues going from strength to strength. · **About the R ...

  • CAPIO RECRUITMENT LIMITED

    Ifa Administrator

    3 weeks ago


    CAPIO RECRUITMENT LIMITED Warwick, United Kingdom

    Capio Recruitment is working with a professional financial planning firm on an exciting opportunity for an IFA Administrator to join a practice in Birmingham. Our client provides holistic advice and specialises in retirement planning, tax planning, wealthmanagement, with values o ...

  • Oval Recruit

    Ifa Administrator

    2 weeks ago


    Oval Recruit Warwick, United Kingdom

    IFA Administrator - Growing Consultancy · Warwick - £competitive depending on experience. · A growing Financial Advisory firm who have two entrepreneurial Directors are looking to develop their support team with the recruitment on a technical administrator. The company who have a ...

  • Clever-HR

    Ifa

    12 hours ago


    Clever-HR Leicester, United Kingdom

    **IFA** · **Leicester** · **£45,000 - £60,000 + bonuses and benefits** · An exciting IFA role has landed in a well-established, growing Wealth Management business who offers regulated and specialist advice to both individuals and businesses across the UK; covering Pensions and Re ...

  • IDEX Consulting Ltd

    Ifa Administrator

    1 week ago


    IDEX Consulting Ltd Warwick, United Kingdom

    My client is a leading holistic chartered IFA firm, who has been growing through acquisition over the past 4 years is now looking to appoint a Senior Administrator to join their team in Warwick. · **Responsibilities**: · - Liaise closely with Financial Planners to gather all requ ...