As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization.
Responsibilities
Manage an existing book of business, consisting of clients, with assets under management.
I am working on some really exciting opportunities with a couple of our large investment clients who are looking for a Financial Advisor either in Essex, Cambs.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.
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.
Posted by Antony George Recruitment • £50K/yr to £55K/yr
General
You will be their trusted Financial Advisor and play a lead role within the business.
The purpose of this role is to competently provide full holistic financial advice to clients within compliant guidelines of both the Regulator and the Firm and achieve their financial goals.
Posted by IDEX Consulting Ltd • £50K/yr to £70K/yr
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
Posted by Financial Divisions • £40K/yr to £45K/yr
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.
Salary Package: Base Circa £45,000 pay 40% above validation on all income that is generated plus a generous bonus.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.