Posted by Robinson Financial Careers • £30K/yr to £100K/yr
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 Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
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.
IFA Administrator Join a Dynamic Wealth Management Team!
Are you an experienced IFA Administrator looking for a new challenge in a progressive, client-focused environment?
We have an exciting opportunity for a detail-oriented professional to join a leading wealth management firm dedicated to providing bespoke financial planning solutions.
Posted by Tamsin Wheatcroft Recruitment • £30K/yr to £40K/yr
Duties and responsibilities
Key Performance Indicators.
Overall objective
To manage a book of business of existing clients and develop a pipeline of new business, whilst continually looking for opportunities for cross-selling and up-selling relevant products in relation to commercial and personal insurances, whilst ensuring full FCA compliance.
General
To generate revenue for the business and ensure a quality service is provided to all clients in accordance with their needs and requirements.
Posted by Macildowie Recruitment and Retention • £50K/yr to £55K/yr
The number one audit function within its sector with global opportunities
You are looking for your first move out of practice or you have been working in Internal Audit for a large complex business and you are ready to join a huge global market leader in Financial Services.
Posted by Robinson Financial Careers • £27K/yr to £35K/yr
This is a rare opportunity to join on of the UK's largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
In this role, you'll have the chance to work with existing clients while also reaching out to new ones.
In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.