This person will lead and direct an advisory department within a fast-paced environment, ensuring both clients and consultants have the best possible experience.
We are looking for someone with senior leadership experience, including working with key stakeholders, contributing to business growth and service improvements, with a passion for coaching and developing others.
Portfolio are proud to be exclusively representing one of the UK's longest leading professional service organisations.
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases.
This Financial Advisor job in North Warwickshire is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales
The business is continuing to grow at a healthy rate, with no signs of slowing down.
Our client is seeking a highly skilled and experienced Mortgage Advisor to join a prestigious financial services firm based in Coventry.
This role is ideal for a dynamic and motivated professional who thrives in a high-paced environment and has a proven track record in providing bespoke mortgage solutions to clients.
Key Responsibilities
Provide tailored mortgage advice to clients, ensuring solutions meet their unique financial needs and circumstances.