Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationship, with minimum client following of £10M AUM and be a strong business developer.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
Are you an independent financial advisor looking for a more supportive team behind you without the extra cost, no matter where you are based in the UK?
Do you want the opportunity to join a business that supports you in your growth of your portfolio, provide support with compliance, feel part of a team and be able to speak to other advisors who are willing to help and support you?
On offer is a fantastic chance to become part of a network of advisors and have the technical and advisory support as well as business support to help you grow your business and help you with technical issues without unexpected costs.
The Adviser needs to have at least £10 million worth of transferrable clients.
A fully independent and holistic Financial Advisers based in the heart of the City are looking to hire 2-3 new Advisers over the coming few months on a self-employed basis.
The firm prides itself on its whole of market approach to Advice, and they are a small company so have less barriers or constraints to allow you to meet the individual needs of every client.
In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with a Diploma.
With occasional travel to London
With monthly team meetings and sporadic training sessions in the City of London, this Independent Financial Advisory business will conduct all of its operations remotely for this post.
They are looking for someone who has experienced as a Mortgage Consultant and working with/or at an Estate Agency.
This role is Monday-Friday. Job Purpose
We are currently recruiting for a highly regarded estate agency in London who are looking to recruit a Mortgage Consultant to support one of their branches in London.
My client is a well-established Independent Financial Advice firm with offices based in Northwest London is looking for a Paraplanner to join their team.
(Hybrid Working, & Study support)
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
We are in search of a dedicated Estate Planner who will be responsible for conducting in-home consultations to assist clients in drafting and creating wills.
The ideal candidate will take the time to thoroughly understand clients' requirements, providing personalised guidance on the use of wills, trusts, and lasting powers of attorney to protect their estate and loved ones.