Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Financial Divisions • £30K/yr to £35K/yr
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
As an Advisor you'll be trained in person, with continuous in-house courses following a programme, also you'll be given the opportunity to take a qualification, which is nationally recognised.
We are currently working with a very successful company who are keen to find a strong customer orientated person.
Working closely with customers in person and over the phone you'll enjoy problem solving and finding solutions.
Posted by Premier Jobs UK Limited • £55K/yr to £70K/yr
This employed, home based Financial Adviser job will be taking over an existing client bank covering Hampshire and Surrey, with the view to growing this.
Our client is seeking an individual currently holding Chartered status or working towards this.
You will be provided with some existing client generating recurring income, for you to focus on providing holistic financial planning advice.