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.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Our client is a well respected International private client discretionary investment manager, privately owned and an independent investment management company.
They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.
They attract individual investors through their extensive marketing activity and a warm database, so provide you with quality leads
Posted by THE OPENWORK PARTNERSHIP • £23K/yr to £100K/yr
We are hiring for a firm who take pride in providing honest, simple and trustworthy advice to clients in and around the Bristol area and beyond.
If you're looking for a home based role around the Bristol area, with leads provided, friendly team and good commission split, then look no further!
Having been established for over 10 years, they have extensive industry experience and a wealth of 5 reviews, that are testament to their customer service.
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 Strictly Recruitment • £41K/yr to £44K/yr
My clients are a leading advisory firm and are lookign to recruit a HR Advisor to join their busy dynamic team.
The purpose of this role is to work in partnership and provide professional advice and guidance to partners and managers on all human resources issues.
This comprises commercially focused people solutions that take into account the business strategy and growth planning.
Posted by IDEX Consulting Ltd • £30K/yr to £40K/yr
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!
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!
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.
Posted by Leighton Taylor Consulting • £40K/yr to £50K/yr
Based in either London or Bristol, a modern, progressive and commercially-oriented international law firm law firm, with a dynamic and enterprising approach, is hiring a Senior Client Development Executive to help drive the profitable growth of their largest and most complex clients.
The firm are seeking a Senior Client Development Executive to join their expanding Client Development team, to support their Insurance Key Account Programme.
You will be joining a collaborative and creative environment, which is flexible, transparent and friendly in a role offering plenty of opportunity to learn and progress.
Our client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice.
As a Financial Adviser do you dream of achieving a better work-life balance while taking control of your own future?