Our client is growing wealth management firm who are looking for an Independent Financial Adviser to join their team.
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.
Key Responsibilities
Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
Posted by Premier Jobs UK Limited • £50K/yr to £70K/yr
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Are you an experienced Financial Advisor near Lincoln, seeking an employed job, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
We are currently looking for a Mortgage and Protection Advisor with previous experience.
The position will be based in the Lincoln office, working closely with a well-known Independent Estate Agency that will provide strong leads for you.
Or if are looking to start your career and have recently passed CeMAP level 1 our client will support you in a trainee position while you complete the qualification.
To provide a helpful, professional & efficient contact handling experience to all customers contacting the Customer Service Centre; across all contact channels, using the appropriate telephony system and social care case management system.
The shifts are Monday Friday 5:30pm 11:30pm and Sat/Sun 8am 11:30pm.
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.
We're working with a successful mortgage brokerage based in the Lincoln area that is currently looking to expand its team with the addition of a new Mortgage and Protection Advisor.
Are you an experienced Mortgage and Protection Advisor looking for a fresh new challenge with the option of working hybrid?
This brokerage works closely with a well-known Independent Estate Agency as well as further lead sources, therefore can provide a strong level of leads on a monthly basis.