In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
But if it excites you-if you see it as a chance to shape a Finance Business Partnering function from the ground up and make it indispensable to the business-then keep reading.
Posted by IDEX Consulting Ltd • £65K/yr to £75K/yr
Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.
My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team.
The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.
I am working with an award winning Independent Financial Adviser organisation who are looking to hire an experienced Financial Planner into a niche part of their advisor proposition.
The role will be in a partnership with a Building Society and you will provide whole of the market advice to the customers in branches across the the above areas.
There is a huge client base to work with and an incredible amount of warm leads provided by the branch network.
This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
Our Commercial Finance Business Partner position offers a unique opportunity to provide financial advice and analytical decision support to the Managing Director of our FMG and FMG RS businesses (part of ZIGUP group) and their senior teams.
Are you ready to take on a high-profile role that combines financial expertise with strategic influence?
In this role, you'll build strong relationships, act as a trusted adviser, and contribute significantly to improving decision-making, ensuring the sustainable success of our business.