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Ifa Administrator
1 day ago
GCB Agency Recruitment London, United KingdomAre you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? · My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing ...
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Relationship Manager
2 days ago
eFinancialCareers London, United KingdomThis role willl manage, develop and service a panel of qualified existing / new IFAs and clients within the South Wales and West of England Region region,who utilise the 7IM Discretionary and Retirement Income Service (RIS) · **Responsibilities**: · Sales · - Work in conjunction ...
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Ifa Administrator
2 days ago
CAPIO RECRUITMENT LIMITED London, United Kingdom**Job Title: IFA Administrator** · **Location: London** · **Salary: up to £26,000, dependant on experience and skills** · **The Company**: · We are working on a brand-new position with an award-winning national Financial Planning business who are searching to add an additional me ...
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Trainee Paraplanner
21 hours ago
Blakemore Recruitment London, United KingdomSalary - up to £40,000 · Location - City · Blakemore are recruiting for a **Trainee Paraplanner / Administrator** to join a very successful and growing Wealth Management client of ours. · This is an opportunity to join a recognisable wealth management practice in London. They hav ...
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Secretary to The Trustees
2 days ago
BranWell Ford London, United KingdomThis is a busy and interesting role were you will work with a portfolio of clients to provide Trustee services and pension manager support. The role will require you to review agenda packs, arrange trustee meetings, attend and draft trustee minutes and be the first point of conta ...
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Financial Planning Administrator
2 days ago
Ortus PSR London, United Kingdom**Financial Planning Administrator** · **Location: Crystal Palace** · **Salary: £18,000 - £25,000** · The opportunity for a brilliant IFA Administrator to join a national financial planning firm who provide a personal, independent and bespoke wealth management service to high net ...
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Compliance Executive
2 days ago
Fram Search London, United KingdomHybrid working · - Independent financial advice firm · - Diploma in financial planning or equivalent · Fram are working with a London based independent financial advice firm. Due to growth within the business, they are seeking an additional member for their compliance team. The r ...
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Sales Onboarding Trainer
1 day ago
GCB Recruitment London, United KingdomMy clients are looking for an experienced Sales Onboarding Trainer to join their growing company. · The Sales Onboarding Trainer will be responsible for the delivery of sales process training within the Group in the respect of newly acquired businesses. · This will be a remote po ...
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MVP Recruitment Limited London, United KingdomMVP Recruitment is an established Financial Services recruitment firm working with many of the top financial advisory firms in the industry nationwide. · Our client is a well-established IFA practice that has been active for nearly 30 years based in the West End. They are adept i ...
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Technical Ifa Administrator
2 days ago
Blakemore Recruitment London, United KingdomWe are currently recruiting for a small Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. · **Key Contributions**: · - Maintain ...
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Financial Adviser
21 hours ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
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Financial Adviser
21 hours ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
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Accounts / Finance Administrator
2 days ago
Optimal Recruitment London, United KingdomWe now looking for an experienced **Finance Administrat**or** with a strong accounting background to join a well established **Insurance Brokers** based in **North West London** · As the Finance Administrator you will report to the Head of Finance/Finance Director and liaise dail ...
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Ifa Administrator
2 days ago
Taylor James Professional Recruitment LTD London, United Kingdom_**Flexible working & homeworking available**_ · Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced Client Services Administrator to join their city of London based team. · This is a first class opportunity to develop your ...
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Client Support Associate
2 days ago
LIFT-Financial Group London, United KingdomWe are looking for someone to provide a dedicated, accurate and efficient sales support service to the business. · **Principal Accountabilities**: · - Providing an efficient new business processing service for sales consultants, completing trades/fund switches, liaising with prod ...
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Talent & People Assistant
21 hours ago
Havas Group London, United KingdomHybrid · Agency: · Havas Health & You · Job Description Summary: · Your Core Responsibilities; · - Providing effective administration and support services on behalf of the Talent & People (T&P) team · - Admin and service delivery, covering the employee lifecyle from on-boarding t ...
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Talent & People Assistant
21 hours ago
Havas Health & You London, United Kingdom**Talent & People Assistant** · **We are Hiring** · Like you, we care and want to improve the lives of others. It's what's driven us to build the world's largest global health network that spans over 70 countries. We are inspired by our personal experiences, those close to us and ...
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Private Client Administrator
2 days ago
Independent Resourcing Consultancy London, United Kingdom**Private Client Administrator**: · - Job Reference: · - Date Posted: 18 January 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Central London · - Remote Working: Some remote working possible · - Salary: £26,000 to £30,000 · - Bonus/Benefits: Full benefits ...
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Dealer Retail and Institutional
2 days ago
Seven Investment Management London, United Kingdom**About The Role**: · **Purpose** · Prime responsibilities will include multi asset execution within 7iM's Best Execution policy on behalf of the 7IM Funds & Retail orders, managing flow generated by our Investment Management Team & IFA's, with the subsequent processing and repor ...
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Ifa Administrator
21 hours ago
Cranleigh Personnel Wimbledon, United Kingdom**Title: Wealth Planning / IFA Administrator -** · **Wimbledon - Up to £35,000** · **Hybrid working available** · **Job Summary**: · If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique indep ...
Compliance Officer/File Review IFA - United Kingdom - Astral Recruitment
Description
Our client is a successful and established multi branch Financial Services company and they are currently looking for a Compliance Officer to join the team
The successful candidate will ideally be based in Shoreham but we could look at a base at the other offices
Previous experience required in financial services, ideally a wealth management/financial planning/IFA environment is preferable rather than a restricted business
Ideally you will have experience in a compliance role and ideally started studying towards the CII Diploma in Financial Planning - particularly with R01, R02 and R04 as a minimum
You will report into the compliance manager and the main part of the role will consist high-level file checking
you will be assisting with training and competency supervision such as reviewing KPIs, CPD, training and development plans for IFA's and mortgage advisors, maintain records and logs on compliance areas such as SPS's, complaints, data breaches, qualifications etc
Salary (phone number removed) DOE and qualifications plus benefits package, immediate start
Please note this is an office based role and only geared towards someone from an IFA environment
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