operations manager wealth management / ifa Jobs - 1151
IFA Administrator
TC Group - Portsmouth
Employment Type : Full-Time
Salary – Competitive dependant on experience Hours - Monday to Friday, 37.5 hours per week Holiday – 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 5 days) About the IFA Administrator role We are TC Group, the fastest-growing top 20 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our servic...
IFA Administrator
Hall 17 Limited t/a Style Incorporated - Woking
Employment Type : Full-Time
Role My client is a highly successful and dynamic group providing financial planning and wealth management services across the UK. We are seeking an experienced Administrator to work on a full time, permanent basis and you will need to be office based. You will need to have the desire to want to learn and develop in a successful career within Financial Services and Financial Planning. In return you can expect investment into your professional de...
IFA Administrator
Hall 17 Limited t/a Style Incorporated - St. Albans
Employment Type : Full-Time
Role My client is a highly successful and dynamic group providing financial planning and wealth management services across the UK. We are seeking an experienced Administrator to work on a full time, permanent basis and you will need to be office based. You will need to have the desire to want to learn and develop in a successful career within Financial Services and Financial Planning. In return you can expect investment into your professional de...
Operations Administrator - Asset Transfers
Charles Stanley & Co. Limited - EC2Y9LY
Employment Type : Full-Time
Job Description: RJIS are looking to appoint an Administrator to the Asset Transfers team in our Operations division. In this role you will be responsible for the transfer of tax-efficient accounts (ISAs, pensions and bonds), general investment accounts and queries relating to the transfer and re-registration of client assets. You will also deal with general client queries (both internal and external) and ad hoc project work as assigned. Main Re...
IFA Operations and Compliance Manager
Cameron James - S714EW
Employment Type : Full-Time
We have an exciting new opportunity for a Wealth Management Operations Director/Manager with Compliance experience for our client in South Yorkshire. The company has been established for many years but remains fully independent. Salary up to c 80,000. The financial advisers provide truly independent unbiased financial advice UK wide. They have a team of experienced independent financial advisers ready to help with all aspects of clients’ persona...
Practice Manager - Wealth Management
NJR Recruitment - Leicestershire
Employment Type : Full-Time
Practice Manager (Wealth Management) Leicestershire Salary up to 45,000 An established and forward-thinking Wealth Management firm based in the Leicestershire area are looking for a dynamic and experienced Practice Manager to join their growing team. This is a key leadership role that offers the opportunity to take ownership of day-to-day operations, lead internal processes, support advisers and paraplanners, and ensure the smooth and compliant ...
Compliance Manager - Wealth Management
Cameron James - S714AB
Employment Type : Full-Time
Due to a pending retirement our client is looking for a Compliance Manager. As a Compliance Manager, you will play a crucial role in maintaining the integrity of our client's operations. You will be tasked with reviewing and implementing firm-wide policies, designing control systems to handle any violations, and leading training sessions on legal and compliance issues. Your ability to communicate clearly at all levels both internally and externa...
IFA Admin Manager
Eden Rose - NN40BJ
Employment Type : Full-Time
IFA Administration Manager - Northampton - Up to 45,000 Benefits: Pension contributions matched at 10% (increases to 6% after successful probation) PMI, PHI, and Death in Service schemes after probation Onsite parking and gym facilities Holiday trading Cash plans Childcare vouchers Employee assistance program (EAP) Cycle to work schemes Dental Insurance Travel Insurance Discount / purchase schemes We are working alongside a Chartered Financial P...
IFA Administration Manager
Eden Rose - LE181AA
Employment Type : Full-Time
IFA Administration Manager - Wigston - Up to 42,000 Key Benefits: Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. Exam Support: Support for professional exams, including coverage for the first sitting. Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility. Onsite Parking: Av...
Manager - Capital Markets & Accounting Advisory Services
BDO UK LLP - London
Employment Type : Full-Time
Manager – Capital Markets and Accounting Advisory Ideas | People | Trust We’re BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today’s changing world. We work with the companies that are Britain’s economic engine – ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy – and directly advise the owners and management teams leading the...