Posted by IDEX Consulting Ltd • £70K/yr to £80K/yr
An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing advice team for a highly reputable wealth advisory firm.
You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.
Their mission is to improve financial security for people regardless of their age and wealth.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
Our clients are a well-established independent firm.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.
Posted by IDEX Consulting Ltd • £60K/yr to £90K/yr
About our client
An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
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 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 IDEX Consulting Ltd • £45K/yr to £55K/yr
About our client
An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
We are currently seeking a qualified Mortgage Advisor to work with our clients, a fast-growing PropTech business who are looking to revolutionize the home moving process.
Working remotely, our clients are seeking a driven and forward-thinking Mortgage Advisor, with the opportunity to work on a self-employed basis.
Our clients will provide leads however they would also expect the successful candidate to have the ability to self-generate appointments.
Posted by Inc Recruitment Direct • £18K/yr to £25K/yr
Immediate Availability - Start as a Sales Advisor
Join a friendly, fast growing sales advisor network and use your customer service skills; be rewarded with fantastic incentives which can include national travel, international travel and financial rewards.
Put your sales and customer service skills to good use!
Posted by IDEX Consulting Ltd • £35K/yr to £43K/yr
My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection.
A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.
This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed environment with client-centric approach.