As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization.
Responsibilities
Manage an existing book of business, consisting of clients, with assets under management.
Posted by Antony George Recruitment • £50K/yr to £55K/yr
General
You will be their trusted Financial Advisor and play a lead role within the business.
The purpose of this role is to competently provide full holistic financial advice to clients within compliant guidelines of both the Regulator and the Firm and achieve their financial goals.
Are you ready to take your financial advisory career to the next level?
Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through.
This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop the firm's client portfolio through new client acquisition.
My client, a leading public sector organisation, is currently recruiting for an IAG Advisor in Barnsley (S70).
You will provide support to local unemployed, economically inactive and in work residents and help them progress towards a positive destination (employment, education, training or volunteering).
The role will be to support the UKSPF funded Employment and Skills Project- South Yorkshire, hence their will be a requirement to complete registration paper work with each resident and produce a SMART action plan which helps them to address their barriers to progression.
Are you ready to take your financial advisory career to the next level?
Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through.
This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop the firm's client portfolio through new client acquisition.
Are you ready to take your financial advisory career to the next level?
Join our dynamic team as an Employed Financial Adviser and let your passion for working with people to plan for their future shine through.
This isn't just a job it is your pathway to a rewarding and prosperous future working with the Managing Director to develop the firm's client portfolio through new client acquisition.
You will be the right hand of Analysts and together as a team you will provide advice to clients about prospect goals, investment strategies and financial planning.
Our client, globally known investment firm is on the look-out for a Dutch speaking Client Advice Associate to their team.
Are you interested to start your career in an analytical role in the financial industry?
Posted by IDEX Consulting Ltd • £50K/yr to £70K/yr
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.