Our client, a well-established and successful financial planning firm, are looking for a trainee adviser to join the team; Ideally, the firm are looking for an adviser who has the base knowledge required to provide holistic independent advice.
As a result, it is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
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 Regal Brooke Limited • £28K/yr to £30K/yr
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
Posted by THE OPENWORK PARTNERSHIP • £40K/yr to £120K/yr
We are recruiting for a prestigious and well-known brand, who are looking for Financial Advisors across South London and The South, who want the autonomy of self employment, allowing flexible working and greater earning potential, but with added support to help ensure your success including access to a ready built network of introducers.
If you're a financial Advisor dreaming of becoming your own boss, we have the firm for you!
With unrivalled support and training and access to a hand-picked selection of introducers, it's a ready-made package to help make your dreams a reality.
Posted by Premier Jobs UK Limited • £50K/yr to £52K/yr
Our client is seeking a Financial Adviser with 2 - 3 years' advising experience who is looking for the right step in their career journey, through joining a medium size, supportive team, within a privately owned business.
You will be provided with some new and existing clients for you to undertake holistic financial planning reviews with.
Your aim should be to build strong relationships and fully understand their current and future financial objectives, and build the right solutions to help them achieve these goals.