Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
Do you want the security of a salary, and guaranteed additional bonus via the client book you will inherit from a retiring advisor.
Are you a newly qualified Financial Advisor looking for your next long term career option?
Perhaps you have come through one of the many Advisor Academies but now feel slightly adrift with no real guidance, plan or structure to ensure the success your hard work deserves?
Working within the Service Delivery team, the primary function of the role will be working with the Adviser to take clients through the financial planning journey, and to support your team with the administration required to provide clients with a high standard ongoing financial planning experience.
This is a fulltime role, 35 hours a week.
This is a great opportunity to join a fast-growing IFA practice with offices in Surrey and Hampshire.
Posted by Your Mortgage Recruiter Ltd • £35K/yr to £60K/yr
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is a very well established, successful, independent Mortgage and Protection Brokerage.
Due to successful business growth, the company are currently keen to recruit an additional employed Mortgage and Protection Advisor (handling Residential and BTL mortgage cases) to join their established team based within their busy Cheshunt, Hertfordshire office.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
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.
Posted by Financial Divisions • £65K/yr to £75K/yr
My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
I have personally just come back from a meeting with the founding Partner, where they gave me this new role, for an experienced Financial Adviser, who can work closely with one of their most Senior Financial Advisers, as they will be retiring in the next year.
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.