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Financial Adviser
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enable Recruitment Bristol, United Kingdom**- Exceptional local client base - all clients provided ** · **- Benefit from exceptional training and qualification support** · **- Work for a well-known later-life financial advice firm** · Enable recruitment are partnered with an independent financial and legal advice firm in ...
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Financial Adviser
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Truestar Talent Ltd Bristol, United KingdomMy client has become a driving force within the independent financial advisory and employee benefits sector. · Due to increasing business levels my client is looking for a remote financial advisers based in their Bristol office. · The successful applicant for the Financial Advise ...
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Financial Adviser
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Ortus PSR Bristol, United Kingdom**Are you looking for a flexible Adviser opportunity that can support you in reaching your true earning potential without sacrificing the way you like to work?** · **The Role** · This reputable and well-established practice can offer this role as either full time, part time or fl ...
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Financial Adviser
2 days ago
Ortus PSR Bristol, United KingdomA prestigious national Independent Financial Adviser (IFA) firm, renowned for our client-centric approach and commitment to delivering exceptional financial solutions. With a strong presence across the country are recruiting. As part of their continuous growth, they are seeking a ...
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Financial Adviser
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Truestar Talent Ltd Bristol, United KingdomOur client is an asset management division of a FTSE 250 leading uk banking group. · Their clients require high-quality financial advice and investment services. · In return a salary of around £110,000 plus benefits is offered. · Full paraplanning and admin support is provided ...
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Financial Adviser Administrator
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Aspira Corporate Solutions Bristol, United Kingdom**Company Description** · Aspira Corporate Solutions Limited is a top financial planning company located in Bristol, UK. Our focus is providing best-in-class advice on wealth management, employee benefits, and retirement planning. Our mission is to help businesses and their emplo ...
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Trainee Financial Adviser
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Trainee Financial Adviser
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Trainee Financial Adviser
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Trainee Financial Adviser
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Financial Adviser
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Financial Adviser
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Financial Adviser
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Jigsaw Recruitment Barry, United KingdomApply · **Financial Adviser**: Home based position covering Barry, South Wales and the surrounding area£45,000 to £85,000 with excellent benefits that include a company car · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry ...
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Financial Adviser
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Financial Adviser
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Financial Adviser
3 days ago
Jigsaw Recruitment Barry, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Barry · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Home based position cove ...
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Financial Adviser
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Recruit UK Cardiff, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial Adviser · **Location**:Cardiff · **Salary**: Self Employed · **Job Reference**:7456 · Are you a Self Employed Financial Adviser, fed up of paying away for all your hard work? · Do you want to work for a local firm, with t ...
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Financial Adviser
1 day ago
Jigsaw Recruitment Barry, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Barry · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Home based position c ...
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Financial Adviser
3 days ago
Jigsaw Recruitment Barry, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Barry · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Home based position cove ...
Administrator - Independent Financial Adviser (Ifa) - Bristol, United Kingdom - Artemis Recruitment Consultants Ltd
Description
This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Bristol - Artemis Recruitment Consultants Financial ServicesWorking in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission.
Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English.
Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct.
Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report.
Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary.Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required.
You may at times be required to assist and provide support with administrative functions, for example:new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
Understanding of the Financial Planning processGood report writing skills
Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
The successful candidate will be delivery orientated and a well organised individual, with experience within a financial planning environment.
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Administrator - Independent Financial Adviser (Ifa) professionals in Bristol
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Luke Allen
Investment Management