We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.
Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm.
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.
Due to this we now have a need to employ a Financial Adviser who will gradually take over around 150-200 clients from the principal fee earner of the business over the next year.
My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
They will provide a consistent flow of client leads across the UK with your role being focused on engaging and converting clients.
We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices.
You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients.
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.
With 2024 well underway we have recently promoted 4 of our current trainee mortgage advisers and they have now taken up there new roles as full time home based Mortgage Advisers.
For June & July 2024 we now have 6 additional opportunities to join the UK'S leading new homes mortgage provider and to become a Trainee Mortgage Adviser.
These roles offer the opportunity of a long term career in Financial Services working as a fully CeMAP qualified Mortgage Adviser (6 Positions Available)
With 2024 well underway we have recently promoted 4 of our current trainee mortgage advisers and they have now taken up there new roles as full time home based Mortgage Advisers.
For June 2024 we now have four fresh opportunities to join the UK'S leading new homes mortgage provider and to become a Trainee Mortgage Adviser.
These roles offer the opportunity of a long term career in Financial Services working as a fully CeMAP qualified Mortgage Adviser (4 Positions Available)