Posted by Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Plus competitive bonus and excellent benefits package with hybrid working
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
Posted by BWD Search & Selection • £45K/yr to £55K/yr
Are you looking for a step up into an adviser role, or are you an adviser looking to elevate your career and join a fantastic firm operating in a remote/field based capacity.
We offer more than just a jobwe provide a supportive and empowering environment where your personal goals are valued as much as those of our clients.
This role comes with a ready made client bank to get you started and you will be given the tools to grow, develop it and enhance your career.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
Posted by Your Resourcing Partner Limited • £23K/yr to £28K/yr
We are recruiting for a Financial Adviser Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
Please note that whilst previous experience in financial services administration is preferrable it is not essential, as full training on all areas shall be provided.
Posted by Financial Divisions • £50K/yr to £70K/yr
I have placed 3 advisers with this business, the office manager and an Administrator.
They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney.
My client are an Independent Financial Advice firm based in Sussex (near Gatwick).