Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser, you will come into an established group of clients, and working with the managing director as they consistently develop business going forward.
Are you an experienced Financial Planner, looking for an employed role with an enviable client bank provided?
This role would suit a (preferably) chartered individual, committed to lifestyle financial planning and looking to build a career in a progressive boutique financial planning firm.
Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in the West Midlands.
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
The ideal candidate will be a reliable team player with a strong background in IFA administration and a passion for financial services.
This role involves working 1-on-1 with one of our advisors to provide comprehensive administrative support, handling tasks related to financial products, and maintaining accurate records.
We are seeking an experienced IFA Administrator to join our dynamic team.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cannock.
We are looking for someone Fully CeMAP qualified with 2 years of mortgage broking experience.
With leads provided by the Estate Agency team, this is a fast-paced office with excellent earning potential.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
Posted by Mortgage Advice Bureau (MAB) • £28K/yr to £60K/yr
We require a high quality Mortgage & Protection Adviser to work for our established, dynamic and highly respected, market leading New Homes Mortgage Broker practice covering the North West, including Liverpool & Manchester regions, from your home office base, however, there may need to be face to face appointments locally too so the successful candidate needs to live within or close to this area for site visits too!
Lead generation is key and this business and its team are supremely pro-active and fully embrace the FS culture quality advisers require with quality leads
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
This role is for you if you are an experienced Administrator that has worked in a Financial Advisory practice.
Newcastle under Lyme; Up to £35k
You will benefit from joining a large team where you will receive support, exposure to an abundance of knowledge, access to a 'Learning and Development Programme', and due to growth plans, there will be opportunities to progress further within the business.