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 IDEX Consulting Ltd • £70K/yr to £80K/yr
An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing advice team for a highly reputable wealth advisory firm.
You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.
Their mission is to improve financial security for people regardless of their age and wealth.
Posted by Advance Search & Selection Ltd • £50K/yr to £60K/yr
This remote Financial Adviser role provides an opportunity to be a part of a wealth management organisation offering financial advice to high-net-worth individuals.
You will meet with prospective clients with the goal of gathering new clients and assets, all clients are provided.
£60,000 salary, a wide array of benefits with excellent OTE
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
Are you an experienced Financial Planner looking for an exciting new opportunity to advance your career?
Join our thriving, forward-thinking firm in Birmingham, where you'll be part of a culture-centric business that prioritizes career progression, development, and outstanding client service.
Posted by Tallgrass Recruitment Limited • £35K/yr to £40K/yr
General
The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.
We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services.
Responsibilities
Conduct thorough research on financial products and strategies.
Posted by IDEX Consulting Ltd • £35K/yr to £43K/yr
My client is an financial advice firm specialising in client-focused services that include investments, pensions and retirement planning, IHT planning and protection.
A opportunity is available for a Paraplanner to join a long-standing financial advice and investment firm based near Sutton Coldfield.
This is a superb opportunity for an experienced Paraplanner wishing to work in relaxed environment with client-centric approach.
Posted by IDEX Consulting Ltd • £35K/yr to £45K/yr
Role responsibilities include
Offering input into discussions to assist in the formulation of advice strategy.
Occasional inclusion in project work, assisting in the development of advice and regulatory processes across the business.
General
A fantastic opportunity to join a specialist boutique independent financial advisory and wealth management firm offering support with expanding your career and technical capability.