My client, is a reputable IFA and Chartered Accountants, is seeking an experienced 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 relationship, with minimum client following of £10M AUM and be a strong business developer.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
Posted by Financial Divisions • £65K/yr to £75K/yr
My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
As a Financial Advisor, you will be responsible for providing comprehensive financial planning and investment management services to your existing clients, while also collaborating with our team to identify new business opportunities and grow your book of business.
We are seeking a motivated and experienced Financial Advisor to join our team, bringing their existing book of business to our organization.
Responsibilities
Manage an existing book of business, consisting of clients, with assets under management.
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.
Posted by Financial Divisions • £25K/yr to £30K/yr
Trainee Financial Advisor
Study Support towards Diploma in Financial Planning.
Yearly payrises and qualification milestone payrises.
General
We are delighted to offer an opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
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 Financial Divisions • £35K/yr to £45K/yr
Senior Financial Administrator - Working closely with Chartered Advisers - IFA Firm - Near Kingston (Surrey) - £35k - £45k - mix of office based and WFH
My client is a Chartered boutique Independent Financial Advice firm with a presence across the Surrey area whom I have placed 2 staff within the past year.
I have worked closely with the hiring managers over the past 12 months and seen them grow their business organically via recommendation and referral.
Posted by Financial Divisions • £35K/yr to £45K/yr
Senior Financial Administrator - Working closely with Chartered Advisers - IFA Firm - Near Kingston (Surrey) - £35k - £45k - mix of office based and WFH
My client is a Chartered boutique Independent Financial Advice firm with a presence across the Surrey area whom I have placed 2 staff within the past year.
I have worked closely with the hiring managers over the past 12 months and seen them grow their business organically via recommendation and referral.