As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
We're recruiting for Customer Service Advisors working from home (fully remote) to earn £23,795 per annum.
Customer Service Advisor benefits
Lifestyle Benefits programme featuring thousands of discounts, special offers and exclusive employee deals from many retailer partners and also free wellness, kids, and learning classes through our own Community Online Academy.
28 days holiday (including bank holidays), increasing to 30 days following your 1-year service anniversary.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
Posted by Meraki Talent Limited • £30K/yr to £55K/yr
Key Responsibilities
Prepare Financial Plans: Collaborate with financial advisors to create comprehensive financial plans that align with clients' goals and objectives.
General
The Paraplanner will play a key role in supporting our financial advisors by conducting research, preparing financial plans, and ensuring that all documentation is accurate and compliant with regulations.
We are looking for a skilled and detail-oriented Paraplanner to join our financial planning team.
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
General
Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
We are currently working with a Financial Services client based in North Tyneside who are looking for a Regulatory Risk and Compliance Manager to join their team in order to ensure compliance frameworks are efficient and effective.
You will report to the Head of Risk and Compliance, helping the client comply with regulatory requirements, industry standards and internal processes, whilst fostering a strong compliance culture within the team.
This role has a salary up to £45,000, working Monday to Friday 9-5, with hybrid working available after completing a successful probation.