Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Cambridge location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; 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.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
Our client, a well-established and successful financial advisory firm, are looking for a charismatic and driven financial adviser to join their team; As a result of continued success and growth, the firm can provide the successful individual with a client bank, further client leads, back-office support, and continued professional development opportunities.
You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
Are you open to developing your career as a Financial Services Administrator, with an established and successful market leading Wealth Management firm?
£26,000 to £32,000 basic
If so, I have a fantastic opportunity I am currently recruiting for to join a national client based in Ramsey.
Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
If you're looking for a career that will help you stand out, join HSBC and fulfil your potential.