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Ifa Admin
3 days 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
1 week 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
1 week 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. They ...
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Part Time Ifa Admin
3 days 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
3 days 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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Senior IFA Admin
1 week 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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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 Administrator/admin to Financial Advisor
1 week 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
1 week 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
1 week 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
1 week 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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Home-based Admin Assistant
3 days 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
3 days 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
1 week 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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Central Operations Administrator
1 week ago
atomos Bristol, United Kingdom**5mth Fixed Term Contract which could lead to a permanent opportunity** · **Career** · You are a graduate who has had a taste of Financial Planning, either in summer jobs or a placement year. In honesty, this role is skilled administration, but we see it as a springboard to a ca ...
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Senior Client Administrator
4 days ago
Recruit UK Bristol, United Kingdom**Job Title**: Senior Client Administrator · **Industry**: Financial Services · **Location**:Bristol · **Salary**: Up to £32,500 · **Job Reference**:7773 · Are you an experienced Administrator within the Financial Services industry looking for a new challenge? · Do you have relat ...
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Senior Administrator
3 days ago
Templegate Bristol, United Kingdom**TEMPLEGATE RECRUITMENT** · **Financial Services Specialist Recruiters** · **Job Title**: Senior Administrator · **Location**: Bristol · **Benefits**: · - Group Life Cover · - Group Income Protection · - Workplace Pension Plan · - Private Medical Insurance · - Health Cash Plan · ...
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Claims Handler
1 week ago
Alexander Mae South West Ltd Bristol, United Kingdom**Complaints / Claims Resolution Advisors** · **Financial Services experience working towards Level 4 Diploma or equivalent** · **Competitive Salary + Up to 25% Performance Bonus + Superb Benefits** · **HYBRID WORKING (ideally 2 days office / 3 days home)** · **Locations availabl ...
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Independent Financial Advisor
6 days ago
Vision-FS Recruitment Cardiff, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · £100,000 - £250,000 | Un-Capped Earnings · Nationwide Roles · YOUR NEW COMPANY · A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor's across the UK. · A regulate ...
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Independent Financial Advisor
1 week ago
Resource Matters Ltd Bristol, United KingdomResource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice ...
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 opportunitiesEnsuring the back office systems are up to date
General administration duties
Competitive salary of up to £28,000
~25 days annual leave
~ Discretionary bonus
~ Hybrid working
~ Professional development
~ Experience working in a Financial Planning firm (essential)