Established in 1992, the successful firm of financial planners provides quality, professional financial advice.
Are you ready to elevate our career in the Financial Services market?
This is a great opportunity to join a dynamic team as a Client Services Administrator, where you'll play a vital role in delivering top tier services to clients and advisers.
Posted by Premier Jobs UK Limited • £50K/yr to £75K/yr
Are you an experienced Financial Advisor near Bristol, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Posted by Cranleigh Personnel • £20K/yr to £25K/yr
Our client, a Chartered, independent financial planning company, is now looking for its next hire - to join the team as an aspiring financial plannerWith this role, comes clear structure and markers for progression, and would suit anyone who thrives on achieving milestones and is serious about learning all aspects of financial planning and progression through to Adviser.Beginning as a Trainee Financial Planner, learning the ropes with administration, having full study support to achieve the CII Diploma in Financial Planning and progressing through to Adviser.
Are you a graduate or equivalent motivated to build a career in Wealth Management?Would you thrive in an environment that can offer a clear progression road map?
Are you ready to elevate your career in financial planning
Recruit UK is seeking a proactive and detail-oriented individual to be an Assistant Paraplanner to support a leading UK Wealth Management firms advisers and clients in navigating the complexities of financial planning.
As a vital part of the team, you will engage in data collection, product research, and the preparation of client information , ensuring a smooth advice-giving process.
Your Role
Manage existing policy information, including issuing letters of authority and obtaining policy details through various means.
Posted by Premier Jobs UK Limited • £60K/yr to £80K/yr
This Chartered Financial Adviser job in Bristol area provides opportunity to join a well-respected Chartered business and benefit from being provided with existing clients
You will be provided with existing clients of circa £20m AuM with your aim to service, retain and grow this portfolio.
The business have positioned themselves to operate with average client holdings of £500,000 and often have clients still in accumulation phase.
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.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Salary Package: Base Circa £45,000 pay 40% above validation on all income that is generated plus a generous bonus.
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Posted by IDEX Consulting Ltd • £30K/yr to £40K/yr
The client is looking for individuals that have started their financial planning qualifications, have worked within the financial services sector and now looking to join a business with the view to becoming a successful financial planner!
We are working with a growing financial planning firm who are looking to give someone the opportunity to join them as a Trainee Financial Adviser!
This role will see you working closely with the senior members of staff, understanding the full financial planning process that the client goes through, working closely with them to help them achieve their financial goals.
This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
As a Paraplanner, you will be focused on providing technical support including: