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.
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.
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.
Independent Financial Adviser; Remote working available
The firm operate on a self-employed basis and therefore all clients brought in by the adviser will remain under their ownership and the firm will offer an guaranteed expense whilst the adviser builds their portfolio.
This is a fantastic opportunity to build on your portfolio and work alongside high-level advisers, there is also an excess client scheme where retired advisers can sell on their clients for other advisers to build their portfolio.
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?
In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with a Diploma.
With monthly team meetings and sporadic training sessions in the City of London, this Independent Financial Advisory business will conduct all of its operations remotely for this post.
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.
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.