We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Posted by Financial Divisions • £30K/yr to £35K/yr
This role is a great opportunity to work with a well-run, professional Financial Advice business, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
We are delighted to be working in partnership with one of the leading Financial Planning businesses in West Berkshire.
They are based in plush modern offices based in the rural outskirts of Newbury and are looking to recruit an experienced Financial Planning Administrator to join their hugely social team.
Posted by Financial Divisions • £25K/yr to £32K/yr
My client are a boutique independent wealth planning firm near Newbury who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
Clients have varying levels of asset to invest but the top clients have over £1m to invest.
The business offers advice on pensions, managed investment portfolios, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.
Posted by Financial Divisions • £50K/yr to £55K/yr
My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
Clients have varying levels of asset to invest but the top case has over £1m to invest.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.
Posted by Financial Divisions • £50K/yr to £55K/yr
My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
Clients have varying levels of asset to invest but the top clients have over £1m to invest.
Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA - Newbury
Posted by Ultimate Banking Ltd • £25K/yr to £28K/yr
Role: Mortgage Helpdesk Adviser - 12 Month FTC
Working for the Newbury Building Society, we are committed to ensuring that we remain a great place to work and due to continued business demand, we are growing our mortgage sales department.
Every employer is not the same and who you work for and what that environment looks like is the difference between any job and a great job.