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Honiton

    IFA Admin - Honiton, Devon, United Kingdom - CF30 Consulting (Independent Recruitment Consultancy)

    CF30 Consulting (Independent Recruitment Consultancy)
    CF30 Consulting (Independent Recruitment Consultancy) Honiton, Devon, United Kingdom

    Found in: Jooble UK O C2 - 3 days ago

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    Description

    Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director.

    Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient.

    Financial services industry knowledge is required; Adding fees and policies onto IO, therefore Intelligent Office experience would be beneficial.

    Gathering data for policies for example platform due diligence
    Willing to step in to help office manager/servicing manager in their absence.
  • CF30 Consulting (Independent Recruitment Consultancy)

    Office Manager

    Found in: Talent UK C2 - 4 days ago

    CF30 Consulting (Independent Recruitment Consultancy) Honiton, United Kingdom Full time

    · Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Office Manager to oversea two of their regional offices. · The successful candidate will have good interpersonal skills, be a good listener and ...

  • Resource Matters Ltd

    Independent Financial Advisor

    Found in: Talent UK 2A C2 - 6 days ago

    Resource Matters Ltd Taunton, United Kingdom Part time, Full time

    Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees · Resource 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 holi ...

  • Resource Matters Ltd

    Independent Financial Advisor

    Found in: Jooble UK O C2 - 16 hours ago

    Resource Matters Ltd Taunton, Somerset, United Kingdom

    Resource 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 ...