As part of their growth strategy, they are seeking a motivated & ambitious Junior Financial Adviser to join their team and embark on an exciting career path.
Our client is dedicated to providing comprehensive financial solutions to a diverse client portfolio, including mass affluent individuals and high net worth clients.
Mbf are working with a thriving financial advisory practice with a strong presence across the South West, particularly Devon & Somerset.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
They will provide a consistent flow ofclient leads across the UK with your role being focused engaging and converting clients.
Are you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
Coach, train, and develop Financial Advisers to ensure high-quality client service and compliance with all regulatory requirements.
General
My client is a thriving National IFA who is seeking a dynamic and experienced Training and Competence Manager, to lead the development and performance management of our Financial Advisers.
The successful candidate will ensure the team delivers exceptional service to clients while adhering to regulatory standards and maintaining professional competencies in line with the Training and Competence programme and TCF strategy.
Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.