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Financial Adviser
1 week ago
Ortus PSR London, United KingdomOpportunity for Experienced Advisers who want to be part of a supportive eco-system. Our client works with Advisers who have over £20Million Assets Under Management to expand their client bank. You will be supported by a business coach, Marketing and Paraplanning team. They have ...
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Financial Adviser
3 weeks ago
Page Personnel London, United KingdomThis is a chance to join a growing Financial Advisory firm · - This role offers a competitive salary and bonus package. · **About Our Client**: · My client is a modern dynamic financial planning business offering a remote/telephone/video call based service to retail clients acros ...
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Financial Adviser
3 weeks ago
Financial Divisions London, United Kingdom**Financial Adviser to manage circa £500k of recurring fee income** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The boa ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment London, United KingdomApply · **Financial Adviser**: Home based position covering South East London 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
3 weeks ago
JDC Professional Recruitment Ltd London, United Kingdom**City of London + Hybrid 2 days from home** · **Salary of £50,000 - £55,000 per annum** · **_Are you looking for an opportunity to join an ambitious company, become part of a client-centric team, and help grow the business?_** · You're an experienced Financial Adviser with at le ...
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Financial Adviser
3 weeks ago
Artemis Recruitment Consultants Ltd London, United KingdomFinancial Services · London · 17/02/2023 · Type of Position: Financial Adviser - London · Pay: £60k - £90k OTE · **Financial Adviser - London**: · Our client is looking to welcome a Financial Advisor into their team, who offer expertise across the full spectrum of financial servi ...
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Financial Adviser
1 week ago
MB Fitzgerald London, United KingdomOur client is currently seeking to recruit for a Financial Planner to join their London based team and take over an existing client portfolio. · We are working with leading Wealth Management business at present who seek to appoint a new Financial Planner to their team in London. ...
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Financial Adviser
3 weeks 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
3 weeks ago
Foresters Financial London, United KingdomWe have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you s ...
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Financial Adviser
2 weeks 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
2 weeks ago
Willis Towers Watson London, United KingdomFinancial Adviser · - London, GB · April 07, 2023 · **The role** · We are looking for a financial planner to join WTW's Financial Planning Group. You will provide guidance and regulated advice to individuals who are direct clients of WTW, or who are members of some of our largest ...
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Financial Adviser
1 week ago
WTW London, United Kingdom**The role** · We are looking for a financial planner to join WTW's Financial Planning Group. You will provide guidance and regulated advice to individuals who are direct clients of WTW, or who are members of some of our largest pension scheme clients. Our guidance and advice ser ...
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Financial Adviser
2 weeks ago
Recruitment Solutions (Folkestone) London, United Kingdom**Recruitment Solutions is working exclusively on behalf of a leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, across the South-East and Surrey. It currently requires an experienced Independent Financial Advisor, to develop t ...
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Financial Adviser
5 hours ago
Jigsaw Recruitment London, United KingdomJob Reference: · - Date Posted: 20 January 2023 · - Recruiter: Jigsaw Recruitment · - Location: Ilford, London · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · Financial Adviser: Home based position covering Ilfo ...
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Financial Adviser
5 days ago
Ortus PSR London, United KingdomOpportunity for Experienced Advisers who want to be part of a supportive eco-system. Our client works with Advisers who have over £20Million Assets Under Management to expand their client bank. You will be supported by a business coach, Marketing and Paraplanningteam. They have a ...
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Financial Adviser
1 week ago
Financial Divisions London, United KingdomFollowing a huge increase in Business, my client, an independent firm of Financial Advisers providing full market advice are looking to offer this opportunity to a Diploma Qualified Adviser close to gaining Chartered Status. With Clients based in Surrey,Sussex and London, my clie ...
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Financial Adviser
1 week ago
M&G plc England, United KingdomAt M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to m ...
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Financial Adviser
5 hours ago
Jigsaw Recruitment London, United KingdomJob Reference: · - Date Posted: 16 January 2023 · - Recruiter: Jigsaw Recruitment · - Location: Croydon, London · - Salary: £24,000 to £45,000 · - Bonus/Benefits: Uncapped Bonuses, Award Winning Training, Fully Expensed Company Car, · - Sector: Financial Services · - Job Type: P ...
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Financial Adviser
5 hours ago
Ortus PSR London, United Kingdom**You will be out on the road with the head office in Birmingham (this is not an office-based role)** · **Remunerations: Basic salary: £60,000 - £100,000 + Bonus is activated at 2.5 · - validation** · You will be responsible for providing advice to staff working for the NHS. The ...
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Financial Adviser
1 day ago
Octopus Money London, United KingdomWe're looking for an experienced Financial Adviser/Planner to help us deliver the next generation of financial advice and join us on a mission to transform 5 million lives, by making high quality financial advice and coaching, affordable and accessible to employees everywhere. Th ...
Administrator for Independent Financial Advisers - United Kingdom - Focus Search and Selection
Description
We are looking for an IFA Administrator to join a Financial Services firm in the Barnsley area.You will ideally have experience of working within Financial Services, but this isn't essential because full training will be provided.
As an IFA Administrator, your main responsibilities will be to provide technical and administrative support in terms of managing all submissions of policies, completing and uploading client review forms and supporting the internal team.
Undertake core tasks such as photocopying, answering telephone as required, distribution of post and associated mail items within office.
Upload documentation to back office systemPrepare New Business packs for presentation meeting, including illustrations.
Oversee administration and processing to completion.
Issue policy documents and confirmation letter.
In return you will be offered a salary of GBP22,000 to GBP26,000, generous benefits package and bonus structure.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.
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