My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas.
My client is an Independent Financial Advisory firm based in Doncaster, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products.
This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working.
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.