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.
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.
Posted by Andy File Associates Limited • £35K/yr to £50K/yr
Are you a highly experienced, enthusiastic Financial Advisor located in South Yorkshire/ Derbyshire, are you seeking an employed job, working from our client's office in Sheffield.
Andy File Associates Limited are working as a recruitment agency on behalf of our client with regards this permanent vacancy.
They have an opportunity for someone to come on board and help develop their business, you would also take on some existing clients to provide an ongoing service.
We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning.
Step into a Rewarding Career as a Trainee Financial Adviser
Are you ready to take the next step in your financial advisory career?
Posted by Financial Divisions • £45K/yr to £50K/yr
One of the roles we are currently helping them to recruit for is a Financial Adviser that can take over part of the founding Advisers book of business, as they have too many clients to effectively manage now.
Having worked with this highly successful Chartered firm of Wealth Managers for nearly 10 years, we have seen them grow both organically and via acquisition, placing a number of staff with them, all of which are still there and enjoying their roles.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for additional staff.