My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Senior Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationships, with a client following preferred and be a strong business developer.
While being Chartered with CII is preferred, it is not essential, Advanced level 6 diploma qualifications are required.
Posted by Jenson Fisher Consulting Ltd • £65K/yr to £75K/yr
My client is a specialist organisation that offers exceptional financial planning for medical professionals.
Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.
They are widely referred to as the go-to' company for retirement planning for doctors across the UK.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
Reed Financial Services are pleased to be representing one of the Top 50 firms for financial planning in the UK.
The successful team is growing and looking for a Senior Paraplanner to join on a hybrid basis.
The firms' advisers are qualified to Level 6 chartered status and their technical team to Level 4 diploma level (with many working toward their level 6 chartered status).
As part of this expansion drive, our client are looking for a Senior Consultant to lead with clients providing a range of consultancy services across Pension scheme management, trustee services and project work.
Are you looking to work for an organisation with an innovative and professional environment, free of politics and big corporate bureaucracy where the people and clients will always be put first, this could be perfect for you!
Candidates currently working for 'In House' organisations or in similar positions will all be considered and encouraged to apply!
Posted by Pure Resourcing Solutions • £60K/yr to £90K/yr
Pure Executive are delighted to be working with Chadwicks to appoint the key role of Senior Financial Advisor to their team.
Through their intelligent, evidence-based approach to wealth management, and delivered by strong team armed with expertise in their field, the firm advises businesses at all stages of development, on a range of matters.
Founded in 1996, Chadwicks is a well-established and award-winning business in Norfolk.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.