Independent Financial Adviser jobs

Independent Financial Adviser – Newark, Existing Client Bank, Career Development The Job An exciting opportunity has arisen for an Independent Financial Adviser to join our client in their...

We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team....

IFA Administrator/Paraplanner (IFA Firm) Manchester £45,000 to £55,000 + Training + Progression + 8% Pension + Supported Study + Company Benefits + Bonus Are you an IFA Administrator/Paraplanner, looking to join a supportive...

This opportunity would suit someone with experience within an IFA or wealth management environment who enjoys working in a varied role supporting advisers and clients across the full financial planning process....

Overseeing payment requests Maintaining accurate client records Identifying and implementing process improvements Adhering to internal policies and FCA guidelines Skills and experience: Experience within a Financial Services IFA...

Skills & Experience: Previous experience in a client-facing or administrative role, ideally within and IFA admin, financial services or a professional office environment....

This role would suit a Client Services Manager or similar from an IFA / Financial Services background looking for a varied Fixed Term position within a well-established firm offering the chance to play a key role in a successful business....

Financial Planning firm who have an excellent working environment where you are well looked after and valued, well look no further… My client based on the outskirts of Norwich, who has been trading since 2010 are looking for an experienced Administrator with a strong background of working in an......

Brook Street Recruitment is working on behalf of our financial services client who are currently looking to recruit a professional and highly organised Financial Services Administrator to join their growing Wealth Management team....

Financial Services Administrator Requirements • Essential experience in an IFA or Financial Planning administration role • Strong understanding of pensions, investments and protection products • Experience using financial services back office systems • High...

Preparing client documentation and reports Liaising with pension providers and life companies to gather information Handling and responding to general client enquiries About You Previous experience within an IFA...

Maintaining accurate and compliant client records Ensuring documentation is stored correctly Supporting wider team objectives and service standards Experience required: Previous financial services experience (ideally within an IFA...

This is an excellent opportunity for an individual with strong experience in IFA administration, a solid understanding of financial planning platforms, and a commitment to delivering high‑quality client support....

You will ideally bring: Previous experience within IFA/Financial Planning administration Strong organisational skills and exceptional attention to detail Excellent communication and client service skills The ability to manage multiple...

Act as a central coordination point between clients, advisers, and internal teams Deliver a high-quality client experience through professional communication and organisation Applicants must possess support / administration experience from the IFA...

Liaising with providers to ensure business progresses smoothly Supporting investment reporting and maintaining accurate systems and records About You At least 2 years’ experience within an IFA...

Experience in processing mortgage, protection and investment applications (Fidelity & Quilter platforms desirable) Studying, or planning to study, towards Level 4 Diploma in Financial Planning English GCSE and Maths GSCE Minimum two years’ experience working in an IFA...

Working across multiple client platforms including Aberdeen, Fidelity, Elevate and Quilter Processing fund withdrawals and coordinating payments to clients The ideal candidate Minimum of 2 years' experience within an IFA...

We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems....

IFA Administrator Requirements Essential experience as an Administrator within a financial planning or IFA firm Strong understanding of financial planning processes and adviser workflows Confidence dealing directly with clients by phone, email...