We are working with a reputable and well-established Independent Financial Planning firm, and they are looking for an Employed Financial Advisor to join the business.
The role would be ideal for an experienced Financial Advisor with CAS Status who is looking for a role in which clients will be provided and have the support from an administration team.
Given the client base on offer, this is a fantastic opportunity for a good advisor to maximise their skills in a supportive firm.
Opportunity - Technical Connections Adviser (Tax,Trust, Investments, Pensions and Protection)
This role is hyrid workign ideally 2 dasy in the office and 3 days at home rand can be based out of any of their offices in Bristol or Cirencester
Salary £35,000 - 45,000 dependent on qualifcations and experience, plus upto 25% bonus and unrivalled benefit's which includes Non-Contributory Pension 10%, (increasing with length of service) , Bonus upto 15% , Share schemes, Private Medical and Dental Insurance plus 28 days holiday plus bank hols and much more.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
We are delighted to represent a highly successful Independent Financial Planning firm located in Cirencester.
As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.
You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.
Reed Financial Services are proud to representing a local IFA firm in Cirencester, they have a unique opportunity for IFA to join their business and inherit a client bank.
Posted by Anderson Recruitment Ltd • £25K/yr to £28K/yr
Our well established, high-end client are currently recruiting for an enthusiastic and driven individual to join their close-knit team to support with the Accounts Function.
Our client pride themselves on their passion and commitment to providing their customers with the best service and local knowledge possible.
This will be a permanent opportunity based from their offices located in the picturesque village of Cirencester.
Opportunity : Business Assurance / File Checker role
My Client are a FTSE 100 Company , they are a recognised and established National Wealth Management business that puts long-term relationships and trusted face to face financial advice at the centre of everything they do.
The role is to compliance check a range of business submitted by the Partnership, providing feedback to the Field Management Team, Business Risk Team and Partners on changes required to cases.