My client is seeking a Financial Advisor 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.
Our client is seeking someone who has excellent communication skills and the ability to deal with customers and colleagues in a polite and professional manner.
You will be able to communicate at all levels within the business and act with discretion when dealing with matters of a confidential nature.
You will assist customers with the loading and unloading of machinery and have good keyboard and PC skills as well as a good knowledge of Word & Excel.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients are fully independent and offer whole of market advice in a variety of services.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy and directly advise the owners and management teams leading them.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationship, with minimum client following of £10M AUM and be a strong business developer.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis.
Transferable clients advantageous, good quality leads provided.
This role can be either office based (free onsite parking available) or fully home based or hybrid.