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IFA Admin
3 weeks ago
Fram Search Dorset, United KingdomJob Description Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and b ...
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Independent Financial Advisor
3 days ago
Vision-FS Recruitment Bournemouth, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£90,000 - £100,000 | Un-Capped Earnings** · **Clients + Leads Provided** · **Bournemouth| Surrounding Area's** · **Level 4 Diploma | CF30 Financial Advisor** · **YOUR NEW COMPANY** · This is an award-winning UK Financial A ...
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Administrator
2 weeks ago
Lewis Investment Poole, United KingdomLewis' is a well-established and growing firm that is looking for a motivated, diligent, and experienced Administrator to join their team. Within this role you will join the team assisting the The Lewis Workplace Pension Trust (TLWPT) Line Manager to provide support to the Financ ...
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Ifa Administrator
4 days ago
Reed Insurance Wimborne Minster, United Kingdom£26,000 - £28,000 + £500 increments for each RO exam passed, and upon completing your Level 4 Diploma you will receive a further bonus. · **Benefits**: · - Parking · - Healthcare · - Annual leave of 20 days but increases each year · - Pension · - Training and Development fund · - ...
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Financial Adviser
3 weeks ago
CAPIO RECRUITMENT LIMITED Dorchester, United Kingdom**_Job Title: Financial Adviser _** · **_Location: Dorchester, home/ hybrid working available_** · **_Salary: Dependent on experience and skills_** · **About the firm** · Our client is a genuinely independent IFA that provide a co-ordinated approach to financial services to meet ...
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Financial Adviser
1 week ago
Truestar Talent Ltd Salisbury, United KingdomThe successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefits: -- **Basic Salary £50,000 to £60,000 basic for Diploma qualified. £65,000 to £80,000 for Chartered**: · - Annual Bonus - Annual discretionary end of year bo ...
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Independent Financial Adviser
2 weeks ago
Truestar Talent Ltd Salisbury, United Kingdom**Are you looking for an exciting new career in 2023** · **Will your new career offer you** · - **An established client base of High-Net-Worth Clients**: · - **Opportunity to work remotely**: · - **The opportunity to grow and progress your career.** · The successful applicant for ...
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Ifa
2 weeks ago
Idex Salisbury, United KingdomMy client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser. · In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategie ...
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Financial Services Administrator
2 weeks ago
Active Recruiting Consultants Ltd Southampton, United Kingdom**A unique opportunity to make a mark and impact an expanding brokerage** · - **Job Title/Location**:Administrator, Southampton & WFH · - **Salary**:£20,000 - £25,000 · - **Office/WFH**: 1-2 days WFH some weeks, other weeks fully office-based (will consider full-time and part-tim ...
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Employee Benefits Specialist
3 weeks ago
Benefex Southampton, United KingdomBenefex is a fast-moving technology company, and one of the most successful providers of online reward and benefits solutions in the UK. To help us on our quest to be the best, we need brilliant people on boardand that's where you come in. · If you fancy joining a team which stri ...
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Independent Financial Advisor
1 week ago
Vision-FS Recruitment Bournemouth, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · £50,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Bournemouth| Surrounding Area's · Level 4 Diploma | CF30 Financial Advisor · YOUR NEW COMPANY · This is an award-winning UK Financial Advisor | Wealth Manager ...
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Trainee Paraplanner
1 week ago
Reed Insurance Whiteley, United KingdomWe are looking for a Trainee Paraplanner/ report writer who does have some experience but that said we would consider a IFA Admin looking to do this role with some knowledge. · We are looking for salary of £25,000- 28,000 depending on experience and that said if you did have a go ...
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Chartered Ifa
2 days ago
Ortus PSR Southampton, United KingdomAre you a Chartered Financial Adviser that feels like your current firms offering is not allowing you to fully service your clients' needs as you are unable to provide them access to the best products and investment offerings? · We are working with a boutique IFA firm that has bu ...
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Financial Advisor
1 week ago
Vision-FS Recruitment Salisbury, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£60,000 - £150,000 | Un-Capped Earnings** · **Clients + Leads Provided** · **Salisbury| Surrounding Area's** · **Level 4 Diploma | CF30 Financial Advisor** · **YOUR NEW COMPANY** · An exciting opportunity has become availa ...
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IFA / Client Support Administrator
4 days ago
Aspire Executive Search Southampton, United Kingdom Full timeIFA Support Administrator Southampton Salary up to £30k, and competitive Benefits. Immediate start available, Hybrid working. · Are you looking for an opportunity to progress your career within the Financial Services industry?I am currently looking for an experienced IFA Support ...
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Independent Financial Advisor
1 week ago
Vision-FS Recruitment Wiltshire, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · Location: · Chippenham or Surrounding Area · Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor · Employed and Self Employed roles available · £55,000 - £75,000 Basic Salary + car allowance · OTE £80,000 - £200,000 | ...
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Independent Financial Advisor
1 week ago
Vision-FS Recruitment Wiltshire, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · Location: · Malmesbury or Surrounding Area · Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor · Employed and Self Employed roles available · £55,000 - £75,000 Basic Salary + car allowance · OTE £80,000 - £200,000 | ...
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Independent Financial Advisor
1 week ago
Vision-FS Recruitment Southampton, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · £50,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Southampton| Surrounding Area's · Level 4 Diploma | CF30 Financial Advisor · YOUR NEW COMPANY · This is an award-winning UK Financial Advisor | Wealth Manager ...
IFA Admin - Dorset, United Kingdom - Fram Search
Description
Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset.
Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses.We have placed a few candidates with this client and have received excellent feedback on the company's ethos and culture.
Provide administrative support, in line with procedures, to the Financial Planners in their work with clients, including direct liaison with clients when necessary, assisting in preparing suitability reports, preparation of annual review packs, drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as required Maintain active monitoring of client focussed activity on platforms to ensure that all actions are completed, and activities completed within the required timeframes Liaison with third-party providers to manage any administrative issues and obtain client specific information as required Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times Follow appropriate ethical standards within the firm at all times and comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times Keep up to date with all relevant product, legislative and technical changes, as required To be responsible for the proactive and positive implementation of Consumer Duty, to pay due regard to the interests of customers and treat them fairly, act in good faith towards retail customers, avoid causing foreseeable harm and enable and support retail customers to pursue their financial objectives.