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Financial Adviser
2 days ago
Resource Matters Ltd Reigate, United KingdomIf you are from a sales background and have a genuine desire in providing financial advice to help families and individuals reach their financial goals you will be rewarded with a basic salary plus uncapped earning potential for achievement of your goalstogether with a company ca ...
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Financial Adviser
3 days ago
IDEX Consulting Brighton, East Sussex, United KingdomA highly regarded, regional IFA based in the South of England are looking to add to their Financial Advice team. Due to exciting growth plans for the rest of 2024 they are looking for a Desk Based Financial Advisor to join the office in Hove. · The role incorporates providing wh ...
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Financial Adviser
1 day ago
Artemis Recruitment Consultants Ltd Dorking, Surrey, United KingdomFinancial Adviser (Self-Employed) - Dorking · Pay: Self-Employed Package · Financial Adviser (Self-Employed) - Dorking · Our client is looking to welcome a Financial Adviser into their team in Dorking, to advise clients as appropriate to their circumstances and objectives. · ...
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Financial Adviser
1 day ago
Artemis Recruitment Consultants Ltd Horsham, West Sussex, United KingdomFinancial Adviser - Horsham - Artemis Recruitment Consultants Financial Services · Financial Adviser - Horsham · Financial Adviser - Horsham · Our client is looking to welcome a Financial Adviser into their team, to advise clients as appropriate to their circumstances and obje ...
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Financial Adviser
1 day ago
CFP JOBS East Sussex, United Kingdom Part time, Full timeDesk Based Financial Adviser - HoveOur client has developed a new advice solution for clients that have simpler needs and do not need to have a comprehensive financial planning relationship. Harnessing technology and operational efficiencies they can deliver a high-quality advice ...
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Trainee Financial Adviser
2 days ago
Antony George Recruitment Banstead, United KingdomJob Description · About MLP Wealth Management: · MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. · ...
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Trainee/Financial Adviser
3 days ago
St. James's Place Surrey, United KingdomBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight ...
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Trainee Financial Adviser
3 days ago
Antony George Recruitment Glynde, United KingdomJob Description · Job Title: · Trainee Financial Advisor · About the Client: · Our client, gives caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement. · For over 25 years, they've offered the ...
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Trainee Financial Adviser
3 days ago
Antony George Recruitment Glynde, United KingdomJob Title: · Trainee Financial Advisor · About the Client: · Our client, gives caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement. · For over 25 years, they've offered their clients straigh ...
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Trainee Financial Adviser
1 day ago
Antony George Recruitment Banstead, Surrey, United KingdomAbout MLP Wealth Management:MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.The business aims to be ...
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Trainee/Financial Adviser
3 days ago
Artemis Recruitment Consultants Ltd Banstead, Surrey, United KingdomType of Position: Trainee Financial Planner - Banstead · Trainee Financial Planner - Banstead · We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. Working closely with the ad ...
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Trainee Financial Adviser
3 days ago
Antony George Recruitment Glynde, East Sussex, United KingdomJob Title: Trainee Financial Advisor About the Client:Our client, gives caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement. For over 25 years, they've offered their clients straightforward and ...
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Self-Employed Trainee Financial Adviser
3 days ago
St. James's Place Surrey, United KingdomA new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a rewarding career. Grow a successful business. Build long-term relationships ...
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Artemis Recruitment Consultants Ltd Brighton, East Sussex, United KingdomIFA Administrator - Brighton - Artemis Recruitment Consultants Financial Services · The role of the Administrator is to work alongside Team Leader(s) and Paraplanner(s) to ensure the appropriate end to end management of the client lifecycle using agreed policies, processes and I ...
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Self-Employed Trainee Financial Adviser
5 days ago
St. James's Place Surrey, United KingdomJob Description · A new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a rewarding career. Grow a successful business. Build long-t ...
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Artemis Recruitment Consultants Ltd Dorking, Surrey, United KingdomThis website uses cookies to ensure you get the best experience on our website. IFA Administrator - Dorking - Artemis Recruitment Consultants Financial Services · Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in pre ...
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New Home Sales Negotiator
17 hours ago
Team Resourcing Worthing, United KingdomA fantastic opportunity has arisen for an **experienced New Home Sales Negotiator **based in West Sussex to join this national housebuilder. This is a fully onsite role involving weekend working. A car driver is essential. · Duties include: · Ensuring that the general presentatio ...
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Self-Employed Trainee Financial Adviser
3 days ago
St. James's Place Surrey, United KingdomA new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place.Launch a rewarding career. Grow a successful business. Build long-term relationships. Of ...
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Placement and Commissioning Officer
1 day ago
WSCC Worthing, United Kingdom**About the Job** Salary**: £30,296 - £33,024 per annum · **Working Pattern**: Full Time (37 hours) · **Contract Length**: Permanent · **Location**: Worthing with some hybrid working · We currently have a vacancy in our Placement and Commissioning Officer Team available, across p ...
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Funeral Service Arranger
2 days ago
Dignity Funerals Worthing, United Kingdom**Funeral Service Arranger** · Full-time / Permanent · Dillistone of Goring Funeral Directors - Worthing, West Sussex. · £22,841.61 per annum + Company Benefits · 38.33 hours per week Monday - Friday 09:00 am - 17:00 pm · Accruing days holiday + bank holidays | Sick pay eligibili ...
Administrator - Independent Financial Adviser (Ifa) - Worthing, West Sussex, United Kingdom - Artemis Recruitment Consultants Ltd
Description
This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Worthing - 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
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