Are you an experienced financial planner looking for an employed office-based position that would suit your lifestyle better with less travel and a guaranteed client bank?
Are you a level 4 Qualified Paraplanner or Financial Administrator looking to take that next step into an advisory role?
You must be an experienced financial planner who holds CII level 4 Diploma status or equivalent.
This national / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in the Teeside area, working out of their offices in Redcar.
In this role you will be given a substantial and established portfolio of clients to advise, local administration and also paraplanning support.
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.
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.
Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
Our Client is a highly successful and innovative IFA Practice who are based in the North East region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
Posted by Robinson Financial Careers • £30K/yr to £50K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.