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Ifa Admin
2 weeks ago
Reed Insurance Caerphilly, United KingdomCLIENT -Are an award winning and one of UKs leading independent providers of Insurance, employee benefits and wealth management. With various office locations they seek an experienced Client Account Manager ( IFA Support ) to join their team as businessexpands and client growth. ...
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IFA Admin
3 weeks ago
Recruit UK | Certified B Corp™ Cardiff, United KingdomJob Description Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. · Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and th ...
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IFA Admin
2 weeks ago
Recruit UK | Certified B Corp™ Cardiff, United KingdomRecruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. · Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. Th ...
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Part Time Ifa Admin
2 weeks ago
Recruit UK Cwmbran, United Kingdom Part time**Job Title**: Part time IFA Admin · **Industry**: Financial Planning · **Location**:Newport · **Salary**: £24-25,000 (full time equivalent) · **Job Reference**:7817 · Recruit UK is working on an excellent opportunity for a part time IFA Admin in Newport. · Our client specialises ...
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Part Time Ifa Admin Role
2 weeks ago
Idex Bristol, United Kingdom Part timeWe are working with a financial planning firm who are looking for a Financial Services Administrator on a remote/hyrbid basis for 24 hours a week. · This role will see you working from home with the expectation of being in the office once a week, once every couple of weeks (depen ...
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Part Time Ifa Admin Role
1 week ago
IDEX Consulting Ltd Bristol, United Kingdom Part timeWe are working with a financial planning firm who are looking for a Financial Services Administrator on a remote/hyrbid basis for 24 hours a week. · This role will see you working from home with the expectation of being in the office once a week, once every couple of weeks (depen ...
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Senior IFA Admin
3 weeks ago
Attivo Group Bristol, United KingdomSenior Financial Planning Administrator (IFA) · Attivo are Lifestyle Financial Planners. · We pride ourselves on being completely transparent, open and honest - an approach that builds trust with our clients and inspires their financial confidence. · Our experienced, highly qu ...
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Ifa Administrator/admin to Financial Advisor
3 weeks ago
Recruit UK | Certified B Corp™ Bristol, United KingdomJob Title: IFA Administrator (Trainee Financial Adviser)Industry: Wealth Management Location: Bristol (1 day a week in the office)Salary: £28,000 - £30,000Job reference: 9019 Job Description:Are you an IFA Administrator with aspirations to become a Financial Planner?Recruit UK ar ...
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Ifa Administrator/admin to Financial Advisor
2 weeks ago
Recruit UK | Certified B Corp™ Bristol, United KingdomJob Title: IFA Administrator (Trainee Financial Adviser) · You could be just the right applicant for this job Read all associated information and make sure to apply. · Industry: Wealth Management · Location: Bristol (1 day a week in the office) · Salary: £28,000 - £30,000 · Job r ...
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Ifa
3 weeks ago
Idex Cardiff, United KingdomA directly authorised IFA business on the outskirts of Cardiff is seeking an IFA to join the business. · The successful IFA will provide high-quality, professional financial planning with clearly defined service levels and a transparent fee structure. · Working alongside their ac ...
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Ifa Administrator
3 weeks ago
Recruit UK Cardiff, United Kingdom**Job Title**: IFA Administrator · **Industry**: Financial Services · **Location**: Cardiff · **Salary**: Up to £25,000 · **Reference Number**: 7359 · Are you an experienced IFA Admin looking for your next challenge? · Recruit UK are working on an excellent opportunity for an adm ...
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Financial Planner
3 weeks ago
Eng4ge Business Consultancy ltd Cardiff, United KingdomEng4ge Business Consultancy are working on an exciting opportunity for an experienced Financial planner to support a growing Financial Services practice. They will support the Partner in servicing clients and providing a high level of client service. Theyare responsible writing s ...
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Ifa Administrator
2 days ago
CAPIO RECRUITMENT LIMITED Cardiff, United Kingdom**Job Title: IFA Administrator** · **Location: Cardiff** · **Salary: £22,000 - £25,000** · **The Company**: · The opportunity to join a well-established firm of Independent Financial Advisors based in Cardiff. They provide specialist advice on Investments, Pensions, mortgages and ...
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Ifa Administrator
1 day ago
Reed Insurance Cardiff, United KingdomReed Financial Services are proud to be working with one of the UK's leading independent providers of discretionary wealth management. · They have an exciting opportunity for either an IFA Administrator or Senior IFA Administrator to join there Cardiff office to take responsibili ...
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Paraplanning Manager
2 days ago
Burgh Recruitment Ltd Cardiff, United Kingdom**Paraplanner Manager** · **Location**:Cardiff** · **Salary: Highly Competitive + benefits** · A unique opportunity has arisen for a Chartered Paraplanner to join a highly successful specialist Practice who are an Appointed Representative of St. James Place Plc · You will be mana ...
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Independent Financial Adviser
1 day ago
Hugh James Cardiff, United Kingdom**Background** · Hugh James Independent Financial Advisers are a department within Hugh James Solicitors. The clients that they work with include HNW, business owners, individual private clients, charities, trusts and Deputies. You will inherit a client bank and have access to re ...
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Home-based Admin Assistant
2 weeks ago
Recruit UK Bristol, United Kingdom Part time**Job Title**: Home-Based Admin Assistant (Part-Time) · **Industry**: Financial Services · **Location**:Bristol · **Salary**: Up to £28,000 (pro-rata) · **Job Reference**:7557 · Do you have previous client -facing experience working for a IFA/ Wealth Management firm? · Recruit UK ...
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Team Leader
2 weeks ago
Ortus PSR Bristol, United KingdomA boutique IFA practice in Bristol City Centre are hiring for a Team Leader/Business Implementation Manager · Are you a Senior Administrator or a Paraplanner craving more managerial responsibility?Or are you already running an Admin team within Wealth Management and looking for a ...
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Ifa Administrator
3 weeks ago
Recruit UK Bristol, United Kingdom**Job Title**: IFA Administrator · **Industry**: Financial Services · **Location**: Bristol · **Salary**: Up to £25,000 · **Reference Number**: 6966 · Are you an experienced IFA Admin looking for your next challenge? · Recruit UK are working on an excellent opportunity for an adm ...
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Trainee Paraplanner
1 week ago
Reed Insurance Bristol, United KingdomMy Client is an established national IFA firm who are recruiting within their Paraplanning function in Bristol and seek a Trainee/Associate Paraplanner who is keen to develop more technically. · You will join a productive team who provide high levels of service and advice. With t ...
IFA Admin - Cardiff, United Kingdom - Recruit UK | Certified B Corp™
Description
Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff.
Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East.
They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role.
They can also offer fantastic progression and career opportunities Duties will include but not limited to:Submitting new business and collating documents for meetingsSending out LOA'sLiaising with both client and product providerEnsuring the back office systems are up to dateGeneral administration dutiesBenefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for supportProfessional development Exam funding and support Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal