Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
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.
Posted by Centre for Sustainable Energy • £23K/yr to £26K/yr
The Role
The main purpose of this role is to provide energy advice to householders by telephone and email.
General
The Centre for Sustainable Energy (CSE) is a Bristol-based national charity that supports people and organisations across the UK to tackle the climate emergency and end the suffering caused by cold homes.
We do this by sharing our knowledge, practical experience and policy insights.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
We are seeking a Customer Service Advisor to join our client's Contact Centre team in Bristol.
Your primary focus will be on handling incoming calls, resolving queries, providing updates, and booking appointments.
As a Customer Service Advisor, you will play a crucial role in delivering exceptional customer service and ensuring all jobs are processed and booked efficiently.
Posted by Financial Divisions • £40K/yr to £45K/yr
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
Base Circa £45,000, pay 40% above validation on all income that is generated plus a generous bonus.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Recruit UK has an exciting opportunity for a Financial Adviser to join a prestigious, award-winning Independent Financial Advice firmone of the UK's largest Chartered Financial Planning companies!
General
Industry: Financial Services
Step into a client-servicing role where you'll cover the Bristol and Gloucestershire area, providing top-tier financial advice to an established client bank.