The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom.
Responsibilities
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Halesowen offices.
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
Our clients are a well-established independent firm.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.