Financial Adviser Jobs   Found 12 Jobs, Page 1 of 1 Pages Sort by:

Independent Financial Adviser (IFA)

Independent Financial Adviser (IFA) We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision. The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions. W ....Read more...

Financial Services Administrator Apprentice

Provide administrative support to the Advisers and Paraplanners Handle incoming calls, emails, and other correspondence from providers and clients professionally Develop working understanding of Provider and in house systems Process transactions and trade requests across our preferred platforms Build knowledge of products and providers Process new business from the adviser team Creating client portfolio valuations Training: The successful candidate will complete a financial admin Level ....Read more...

Apprentice Mortgage Administrator

Support mortgage advisers with administrative tasks Liaise with clients, lenders, and solicitors to gather and process documentation Input and maintain accurate client data on CRM systems Track mortgage applications from submission to completion Assist in preparing and reviewing mortgage and protection documents Handle client queries via phone, email, and in person Provide general office and clerical support to the wider team Learn and apply industry knowledge as part of apprenticeship ....Read more...

Apprentice Customer Service Advisor

As an Apprentice Customer Services Adviser within our small team, you’ll play a key role in the success of an expanding local business, ensuring the office runs like clockwork. The Apprentice will be responsible for: Supporting team members in their activities Dealing with customer sales enquiries and provide suitable quotations to clients over the telephone and face to face Process mid-term adjustments and inviting renewals Working as a team to achieve financial targets through sel ....Read more...

Apprentice Financial Services Administrator

Provide high level technical and administrative support to the Adviser/Paraplanner; Deal effectively with queries from clients and other parties through effective communication; Prepare files including compliance required documentation; research; illustrations and supporting documentation; Process applications accurately and record the required management information; Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes ....Read more...

Apprentice IFA Operations Assistant

Core Duties and Responsibilities: Deal effectively with queries from clients and other parties through effective communication Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct Working within the Operations Team you will discuss the business objectives, identifying and obtaining the information necessary Liaise ....Read more...

Financial Administrator

Join a Growing, Supportive Advice Team!Are you experienced, organised, and looking to make an impact in a growing firm where your work truly matters? If so, we'd love to hear from you.Based in Westerham, Kent | Full-time | Office-based | £28,000 - £35,000 depending on experienceWe're looking for an experienced Financial Administrator to join our friendly and professional team at Trevor Downing Financial Management - a well-established independent financial advice firm with over 35 ye ....Read more...

Head of Subsidiary Governance

Job Description: Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience? Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London. Initial deadline: Monday 12th May at 8:30am. Skills/Experience: Extensive experience in company secretarial roles within a regulated FTSE100/25 ....Read more...

Head of Subsidiary Governance

Job Description: Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience? Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London. Initial deadline: Monday 12th May at 8:30am. Skills/Experience: Extensive experience in company secretarial roles within a regulated FTSE100/25 ....Read more...

AAT Audit and Accounts Assistant Apprenticeship

Duties to include: Accounts preparation support Audit fieldwork assistance Administrative support Data entry Client communication Bank reconciliations VAT returns assistance Training: Advanced Diploma - AAT Level 3 Advanced builds on the knowledge gained in the Foundation level If you work in accounts or have studied accountancy before, you may be able to start at this level You’ll learn complex accounting techniques, and master a number of accounting disciplines including fin ....Read more...

Financial Services Administrator Apprentice

Job Purpose: Reporting to the Practice Manager to provide dedicated support to the Partners/Advisers for the day to day running of the practice to include meeting regulatory requirements, marketing, client servicing, business processing and IT whilst supporting the development of the Practice. Support to the Practice: To support the Partners by dealing effectively with the day-to-day business operation To assist the Partners to take the business forward with creativity and positivity to me ....Read more...

Private Client Solicitor

Job Description: We are working on a fantastic opportunity for a Solicitor to join the team at a law firm based in Edinburgh. The successful candidate will be newly NQ - 3 years PQE, have experience within private client/trusts, as well as an eagerness to work towards the STEP qualification. Skills/Experience: NQ – 3 years PQE Previous experience dealing with high-net-worth individuals in a private client environment is desirable Previous experience dealing with trusts A commer ....Read more...

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