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.
As a Finance Assistant, you will provide essential financial guidance and play a key role in assisting with financial data and reporting to support business decision-making.
NXTGEN are currently recruiting for a Finance Assistant to join our client, a leading law firm, on a 6-month fixed-term contract.
This role offers the chance to support internal stakeholders by delivering vital financial advice and ensuring the smooth operation of financial processes.
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.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
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.
Our clients are a well-established independent firm.
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor in Birmingham, 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.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will assist the advisers in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
Posted by Chris Hayes Associates • £45K/yr to £55K/yr
Would you like to work within a fast growing, entrepreneurial Corporate Finance Advisory firm going through a period of expansion?
Our client is a well established, growing Corporate Finance Boutique which, following a period of heightened activity, is now looking for an entrepreneurial individual to join their team in their Birmingham office.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Hamilton Woods Associates are currently working with an exclusive client located in Birmingham, currently seeking a detail-oriented and experienced Finance Assistant to join the team.
Full Time Permanent
Duties & Responsibilities
Identify business opportunities and contribute to company growth.