As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Posted by Robinson Financial Careers • £33K/yr to £50K/yr
In the role of Financial Adviser, you will be part of our growing remote advisory team.
One of the most dynamic Chartered Wealth Management Firms in the UK is looking to grow their remote financial advice team at their offices in Doxford International Business Park.
Potential clients will be introduced via a contact centre team and group advisory channels.
Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
Our Client is a highly successful and innovative IFA Practice who are based in the North East region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
Are you a level 4 Qualified Paraplanner or Financial Administrator looking to take that next step into an advisory role?
Are you an experienced financial planner looking for an employed office-based position that would suit your lifestyle better with less travel and a guaranteed client bank?
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.