Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven 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.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Senior Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationships, with a client following preferred and be a strong business developer.
While being Chartered with CII is preferred, it is not essential, Advanced level 6 diploma qualifications are required.
My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
The Adviser needs to have at least £10 million worth of transferrable clients.
A fully independent and holistic Financial Advisers based in the heart of the City are looking to hire 2-3 new Advisers over the coming few months on a self-employed basis.
The firm prides itself on its whole of market approach to Advice, and they are a small company so have less barriers or constraints to allow you to meet the individual needs of every client.
Are you an independent financial advisor with a book of business and are looking for a more supportive team to support you without the extra cost, no matter where you are based in the UK?
Do you want the opportunity to join a business that supports you in your growth of your portfolio, provide support with compliance, feel part of a team and be able to speak to other advisors who are willing to help and support you?
Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK.
Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection.
Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.