Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Aberdeen location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Dersingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
We are partnering with our client, a multi award winning financial advisor support group based in Horsforth, Leeds.
General
(This is a fixed term opportunity, working on a project that is expected to last around 3 years).
An opportunity has arisen for an experienced and diligent Complaints Resolution Officer to join their team, playing an integral role in addressing and resolving client complaints with precision and fairness.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
They are sourcing a SKILLED FINANCIAL ADVISOR, CAS STATUS AND LEVEL 4 DIPLOM FINANCIAL QUALIFIED - WHICH IS ESSENTIAL IN ORDER TO BE RECRUITED TO THE ROLE.
Reed are currently supporting a really great Financial Services Business linked to several areas (mine of which is CAMBRIDGE).
The successful candidate will be highly motivated to generate new business by converting leads from the Union's General Insurance team across the Cambridge area.
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.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
Chartered APFS or FPFS Only: Demonstrable expertise and accreditation in financial planning are essential.
General
Our Client, a prestigious IFA firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London.
This is an exceptional opportunity for a motivated individual who is passionate about financial planning and eager to make a significant impact within a reputable organisation.