Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Posted by Service Care Solutions - Legal • £439.94/day to £500/day
Candidate Criteria
CCAB/CIMA Qualified Accountant or Equivalent.
General
The key aim is delivery of longer-term financial sustainability in a complex and financially challenged authority.
The role will also coordinate financial monitoring and reporting processes across the Council ensuring regular reporting to the council's leadership, improving current processes and ensuring that they are fit for purpose and provide information that aligns financial and service delivery, providing insights to decision-makers, working closely with Finance Business Partners, and coordinating processes for development of financial mitigations.
Due to continued growth and the launch of an exciting range of new products this leading global FMCG with its HQ in Berkshire is looking to recruit a commercial finance senior to lead FP&A and partnering activities for the sales and marketing teams.
With the support of the Commercial FD, you would provide a holistic partnering service to sales, marketing leadership, and provide high level management information to support retail direction and strategy.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Whether assisting customers plan for retirement, accessing investments, updating personal information, or supporting families during bereavements, you'll ensure a seamless experience during the moments that matter.
You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans.
General
Many new colleagues come from contact centres, retail, hospitality, or travel backgrounds, so financial services experience isn't required; comprehensive training will be provided.
You will be working on a full-time, permanent basis, working 40 hours per week and in return, you will receive a competitive salary of £40k with OTE of £45k Plus Company Van, Fuel Card & Excellent Benefits.
We are an experienced and innovative Heating and Compliance firm that is committed to putting customers and clients at the heart of everything we do.
Liberty has an exciting opportunity for an Electrician to join our team, based in the Newbury area of Berkshire.
Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or 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.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.