Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee 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.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
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.
Our client, a well-established and successful financial advisory firm, are looking for a charismatic and driven financial adviser to join their team; As a result of continued success and growth, the firm can provide the successful individual with a client bank, further client leads, back-office support, and continued professional development opportunities.
You will meet with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Cambridge location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Provide holistic financial planning to prospective and existing clients.
Job Description
Recruit UK is working with a successful Independent Financial Planning firm which is growing its advice team.
They have opportunities across Hertfordshire, Essex, Suffolk or Cambridgeshire for Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.Key responsibilities include:.
Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK.
Our clients are fully independent and offer whole-of-market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection.
Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.
My client is a growing Regional Construction organisation seeking an experienced Finance Controller to join the team, in an all-encompassing role.
You will have full visibility of the company's financial position and proactively manage risk.
Overseeing the company accounts, you will be hands-on, from creating monthly and annual reports and investigating variances, to managing payroll and submitting VAT returns.