ifa practice manager Jobs - 74
IFA Practice Manager
IDEX Consulting Ltd - Glasgow
Employment Type : Full-Time
Idex Consulting are looking for a Practice Manager to look after a team of 30 operational staff within an IFA Practice. The Practice Manager will oversee the day-to-day operations and play a pivotal role in ensuring the smooth running of the business, leading the administration and paraplanning teams to support advisers, manage adherence to processes and procedures along with improving operational efficiency. Executing excellent performance and ...
Practice Manager - IFA
Mulberry Recruitment - Hambledon
Employment Type : Full-Time
Practice Manager - IFA Location: Hambledon / Petersfield (working between two offices) Hours: Full-time (Monday-Thursday 9am-5pm, Friday 9am-4pm) Salary 55,000 My client who are within Financial Services, are looking to recruit for a Practice Manager. This is a pivotal role combining operational leadership, people management, and client servicing oversight to ensure smooth day-to-day running of the business and outstanding outcomes for our clien...
IFA Practice Manager
Professional Placement (Southern) Ltd - Tunbridge Wells
Employment Type : Full-Time
I am recruiting for a Financial Planning company that is currently seeking an dynamic and motiovated Office manager to oversea the day to day running of the office as well as managing the administration team. The office is a small office and you would be responsible for approx 5 staff members. This is a full time office based role Mon- Fri This role will require someone who has previous experience working within a Financial Planning company /pra...
OPERATIONS MANAGER - IFA Practice
NJR Recruitment - Redditch
Employment Type : Full-Time
OPERATIONS MANAGER - IFA Practice Redditch Salary up to 55,000 Flexible working with a 2.30pm finish on Friday Pension Scheme Bonus Scheme Professional Development 26 day holiday allowance BH and annual holiday purchase scheme Our client is a well-established firm of Independent Financial Planners , providing bespoke financial solutions to both private and corporate clients . They are now seeking an operations Manager to join their expanding tea...
Practice Manager - Wealth Management
Your Resourcing Partner Limited - EC2V5DE
Employment Type : Full-Time
New opportunity: PRACTICE MANAGER Suitable for long-term administrator / practice manager. Role overview We are recruiting for a full time Practice Manager to support a Senior Partner within a successful principal partner practice of St. James’s Place Wealth Management, based in Moorgate, London. The role will be an integral part of the team, supporting the Partner (Financial Adviser) at an operational level with a mix of client servicing, busin...
IFA Administrator
The Eventus Recruitment Group - BL15BP
Employment Type : Full-Time
Eventus Recruitment are seeking an IFA Administrator to join a modern and fast-paced team in Bolton. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Wealth Managers. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan information r...
IFA Support
KFS Recruitment - EC1V0AA
Employment Type : Full-Time
Client Service Support (IFA Support/Trainee Paraplanner) City/hybrid 33-38,000 A well-established and highly reputable IFA practice, offering holistic financial planning advice is seeking an additional person to join their team. The successful candidate will be working closely with Advisers, Compliance Manager and MD of the business in offering support in all aspects of the advice process. Duties Include: Preparing first meeting packs - as and w...
IFA Administrator
The Eventus Recruitment Group - WA141SF
Employment Type : Full-Time
Eventus Recruitment are seeking a IFA Administrator to join a modern and fast-paced team in Altrincham. Working in the Client Services team, reporting to the Practice Manager, you will be liaising closely with the team of Financial Planners. You will be responsible for the impeccable management of business submission, preparing adviser meetings packs, ensuring client records remain accurate and complete, and managing a high level of plan informa...
IFA Administrator
Finlink Ltd - CF728AE
Employment Type : Full-Time
IFA Administrator Cardiff Hybrid working Up to 32k This is best suited to IFA Administrators with 1 years experience. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. Salary up to 32k. The Business The business is a fast-grow...
IFA Administrator
Finlink Ltd - CH631JF
Employment Type : Full-Time
IFA Administrator Wirral Hybrid working Up to 32k This is best suited to IFA Administrators with 1 years experience. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. Salary up to 32k. The Business The business is a fast-growi...