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Job Title: Senior IFA Administrator
Location: Northampton
Salary: £27,000 - £30,000
The Company:
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team.
A modern, forward-thinking bu
This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000.
The business
The business are a directly authorised, well
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
You will be responsible for providi
A long established, well respected IFA Compliance organisation are keen to appoint a Diploma qualified IFA File reviewer.
The role is home based with occupational IFA visits required in the London to Midlands region.
Typical responsibilities:
Review suitability reports to ensure that any financial and investment advice given to potential and existi
Our client, based in Northampton require an Experienced IFA Administrator to join their team.
The ideal candidate will have a minimum of 3 years’ experience working for an IFA (Financial Planning rather than Mortgages or banking), and ideally have achieved a Financial Services qualification (CII or equivalent).
You will be responsible for providi
Career Progression Opportunites | Flexible Working | Homegrown Management Team | Learning & Development
Are you an experienced social worker looking to get into Fostering, but finding opportunities are limited in your current role?
We're currently working with an outstanding rated IFA based in Bedford, for an experienced practitioner to join thei
Job Title: Compliance Officer - Wealth ManagementLocation: Aylesbury, UK Salary - negotiable dependent on experience
Benefits:
8% pension
Group life cover
25 days of annual leave plus bank holidays and Christmas closure
Opportunities for career progression
Additional benefits to be enhanced as the company grows
About Us: We are representing a rapi
Job Source: Heat Recruitment
Senior IFA
Milton Keynes
Our client is a high profile, and successful national financial services provider. Due to expansion, they are now looking for a Senior Financial Adviser in The Milton Keynes Area. You will be providing holistic financial advice to HNW private clients. The business has internal and external introducer's and an existing client bank. The position will be to service and develop new business opportunities.
The position is predominantly home based with you expected to be in the office once a week possibly more at the start.
Candidates must have full financial services diploma level 4 and ideally chartered status or progressing towards this. You must have experience of working in Financial Services as a financial adviser, IFA or as a Bancassurance adviser along with a strong track record of customer service.
This is an excellent opportunity to join a high profile, long established Financial Services Business that has an award-winning product range. This would suit a proactive and dynamic adviser who has a good track record of successfully developing internal or external introducer's.
This excellent opportunity offers full Paraplanning and Administration support, a basic salary and bonus along side an excellent benefits package.