This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
Our client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
Associate Financial Planner
Salary: Negotiable to around £55,000 Excellent Benefits Bonus.
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
General
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
Posted by Public Practice Recruitment Ltd • £40K/yr to £55K/yr
Senior Client Manager Job Vacancy
Or are you already a Senior Client Manager and looking for a new challenge?
Are you a Client Manager ready for the next step up in your practice career?
General
This Senior Client Manager job in Newcastle is a superb opportunity for a career-driven candidate who is keen to further learn from and progress with an experienced team.
Posted by Fletcher George Recruitment Ltd • £37K/yr to £39K/yr
Our client is a hugely successful firm of Chartered Accountants and Tax Advisers who now seek an additional Qualified ACA/ACCA Accountant / Accounts Senior to add to their Newcastle Business Services team.
Perhaps to move on from a large firm to an environment where you will enjoy looking after your own clients with autonomy?
You will have recently completed your Professional Qualifications and be looking: