Posted by IDEX Consulting Ltd • £65K/yr to £75K/yr
Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.
My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team.
The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
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.
An excellent opportunity has arisen for a Trainee Mortgage Advisor to join a forward-thinking, reputable, award-winning Mortgage brokers based in Sheffield.
No experience in mortgages needed - CeMAP offered!
Are you wanting to make the first step into a career that can see excellent career and personal progression?
Posted by Graduate financial recruitment • £34K/yr to £38K/yr
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
Are you passionate about sustainable investing and looking to start your career in finance?
With offices located nationwide, we're looking for enthusiastic individuals who are eager to make an impact in the world of Environmental, Social, and Governance (ESG) investing.
Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
The role holder will be responsible for developing guidelines, processes and products the Financial Advisers use to engage clients and complete the advice process.
Financial Services firm with their UK Head office located in Birmingham are looking to hire an experienced Advice Policy Consultant to take ownership of a number of core advice areas in which the firms Financial Advisers operate.
Responsibilities will also include working with both internal developers and external suppliers to ensure systems used to provide financial advice are robust and effective to support advice policy and deliver the advice process efficiently whilst maintaining compliance standards.