Posted by Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Posted by In-pact accountancy Ltd • £60K/yr to £70K/yr
Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Lead and develop the Investment Advisory Compliance team, setting development goals and annual objectives.
Provide practical guidance to the company's investment teams in Equities and Fixed Income on interpreting and applying regulatory requirements, industry codes, and internal policies.
Perform detailed analysis, interpretation, and practical application of new regulatory requirements affecting the company's investment activities.
Posted by Montpellier Resourcing • £40K/yr to £50K/yr
Up to £45,000 plus bonus and benefits
Hybrid working available
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a boutique Private Bank in the heart of London, as they seek a high-level support assistant to work directly with the company's Director.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
With no micromanagement or targets and ability to work remotely, you are free to run your own business, benefiting from a high 80% commission split as standard and in house supervision you can concentrate on delivering exceptional advice as a Financial Advisor.
Founded in 2000, our client is a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments.
With an unwavering commitment to service standards and client satisfaction.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
General
We are recruiting for a well-established and successful brokerage in Bromley, London, seeking a talented and very experienced protection advisor to join the team.
If you are looking for unlimited leads, passed over from highly successful and proactive mortgage advisers, with full admin support to keep you doing what you do best, offering outstanding advice to clients, then we have the firm for you!
Protection Advisor Roles and Responsibilities
Work closely with mortgage advisers to generate appointments for protection.