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.
Provide holistic financial planning to prospective and existing clients.
Job Description
They have opportunities across Hertfordshire, Essex, Suffolk or Cambridgeshire for Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.Key responsibilities include:.
Recruit UK is working with a successful Independent Financial Planning firm which is growing its advice team.
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.
We are thrilled to offer an outstanding opportunity for qualified Mortgage Advisors to join our client's team in a self-employed, remote position.
Ideal candidates should have an existing client base, though additional leads will be provided.
By becoming part of a growing brand, you'll benefit from shared marketing efforts, as well as extensive support and guidance to help you grow your business.
Are you an experienced Mortgage Advisor who wants to work from home with leads provided?
We are currently looking for an experienced and fully qualified Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cambridgeshire working on a remote / work-from-home basis.
This is a fast-paced position with excellent earning potential and strong leads are provided by the Estate Agency team.
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
A Chartered Financial Planning firm offering a comprehensive financial advice service including, Pensions, Investment, IHT and Discretionary Investment Management services are on the lookout for an experienced Paraplanner to join their growing team.
The role would include paraplanning across a range of cases and being involved with the clients, managing and developing relationships whilst working closely with the firm's financial planners.
They pride themselves on their technical, professional service which is tailored to each client's needs.
As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you'll have the chance to be promoted to Senior Mortgage Advisor and beyond.
We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours!
Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you'll have the potential to increase your earnings year after year.