- Client Management: Service existing clients and foster new business opportunities.
- Pensions Focus: Strong knowledge of pensions is essential, as approximately 60% of your work will revolve around pension-related matters.
- Lead Generation: Benefit from a steady stream of leads originating from existing clients and professional connections.
- Client Portfolio: Manage a diverse client base with a minimum portfolio size of 100k on average
- Office and Field Work: Primarily office-based with regular client visits to ensure a well-rounded and effective advisory service.
- Minimum Level 4 qualification, chartered status preferred but not mandatory.
- Proven experience in financial advising, with a strong focus on pensions.
- Excellent communication and interpersonal skills.
- Ability to collaborate effectively with colleagues and clients.
- A proactive approach to generating new business alongside servicing existing clients.
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Trainee Financial Adviser
Found in: SonicJobs Direct Apply UK - 3 days ago
Premier Jobs UK Limited Bromsgrove, United Kingdom Full timeThis employed, Desk Based Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser · You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to main ...
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Financial Adviser
Found in: beBee S2 UK - 3 days ago
Idex Dudley, United KingdomIndependent Financial Adviser West Midlands and Black Country clients to inherit due to upcoming retirement Support team based in West Midlands Diploma qualified. Chartered qualification beneficial but not essential An opportunity has arisen with a growing business that already h ...
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financial adviser
Found in: Talent UK 2A C2 - 5 days ago
Clark James Recruitment Birmingham, United KingdomClark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to compliment the existing team. · No previous experience within Financial Services is required, our client will provide full training, guidance and structured support. · ...
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Financial Adviser
Found in: Ziprecruiter UK C2 - 4 days ago
Recruit UK | Certified B Corp™ Sutton, United KingdomJob Description · Job Title: Financial Adviser · Industry: Financial advice · Location: Sutton · Salary: Basic salary of up to £85,000 (OTE £100k+) · Job Reference: 8995 · Job Description: · Recruit UK is working on an excellent opportunity for an experienced and technical Financ ...
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Financial Adviser
Found in: beBee S2 UK - 2 days ago
Recruit UK Birmingham, United Kingdom Part time, Full time· Job Title: · Financial Adviser · Location: · Birmingham · Salary: · up to £55,000 · REF: 8923 · Are you a talented Financial Adviser seeking a rewarding opportunity in Birmingham? Look no further · Recruit UK are working with a continuously growing and expanding Wealth Managem ...
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Financial Adviser
Found in: Ziprecruiter UK C2 - 4 days ago
Recruit UK | Certified B Corp™ Loughton, United KingdomJob Description · Job Title: Financial Adviser · Industry: Wealth Management · Location: Essex · Salary: £45,000 - £60,000 plus bonus · Job Reference: 8940 · Job Description: · Recruit UK is working on an excellent opportunity for a passionate Financial Adviser to join their wel ...
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Financial Adviser
Found in: Jooble UK O C2 - 3 days ago
Bank of America Birmingham, United KingdomMerrill Financial Solutions Advisor - Birmingham & Associates Market page is loaded Merrill Financial Solutions Advisor - Birmingham & Associates Market · Apply locations Birmingham Montgomery Anniston Tuscaloosa Gadsden time type Full time posted on Posted Yesterday job requisi ...
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Financial Adviser
Found in: Appcast UK C C2 - 3 days ago
Recruit UK | Certified B Corp™ Loughton, United KingdomJob Title: Financial Adviser · Industry: Wealth Management · Location: Essex · Salary: £45,000 - £60,000 plus bonus · Job Reference: 8940 · Job Description: · Recruit UK is working on an excellent opportunity for a passionate Financial Adviser to join their well-established weal ...
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Financial Adviser
Found in: Jooble UK O C2 - 1 day ago
Premier Jobs UK Elmbridge, Worcestershire, United KingdomThis employed Financial Adviser job in Weybridge provides the opportunity to takeover an existing client bank £10m+. · As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship. Yo ...
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Financial Adviser
Found in: beBee S2 UK - 19 hours ago
ARR Talent Limited Shrewsbury, United Kingdom Part time, Full timeARR Talent is excited to be working with a leading Financial Adviser firm who are looking to recruit an experienced Financial Adviser to join their team in Shrewsbury. · This is a unique opportunity for an experienced and technically strong Adviser to take over and manage an esta ...
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Independent Financial Adviser
Found in: Jooble UK O C2 - 11 hours ago
Heat Recruitment Ltd Packington, Leicestershire, United KingdomJob Title - Independent Financial Adviser Location - Meriden, UK (flexi/remote for advisers within the West Midlands) Salary - dependent on experience / qualifications + bonus We are working with a well-established and reputable financial advisory firm in the West Midlands with a ...
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Independent Financial Adviser
Found in: Click to Hired UK C2 - 1 day ago
Heat Recruitment Ltd Packington, Leicestershire, United Kingdom Permanent, Full timeJob Title - Independent Financial Adviser · Location - Meriden, UK (flexi/remote for advisers within the West Midlands) · Salary - dependent on experience / qualifications + bonus · We are working with a well-established and reputable financial advisory firm in the West Midlands ...
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Trainee Financial Adviser
Found in: Jooble UK O C2 - 5 days ago
Heat Recruitment Ltd Shrewsbury, Shropshire, United KingdomJob Title: Trainee Financial Adviser · Location: Shrewsbury, UK · Benefits: · Competitive salary reflecting experience and skills. · Support for industry exams, with a pay rise for each exam passed. · Onsite parking · Generous pension scheme with increased contributions. · Life c ...
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Independent Financial Adviser
Found in: Jooble UK O C2 - 3 days ago
Uniting People Stoke-on-Trent, Staffordshire, United KingdomSalary: between £30,000 - £60,000 per year DOE + bonus (no limitations) · employed or self-employed depending on experience and individual preference · Location: covering Staffordshire & Cheshire areas · Hybrid with flexible hours · Our client is an outstanding Independent Financ ...
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Self-employed Financial Adviser
Found in: Jooble UK O C2 - 3 days ago
Independent Resourcing Consultancy Ltd Birmingham, United KingdomMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall ...
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Home-based Financial Adviser
Found in: Jooble UK O C2 - 1 day ago
We Manage Jobs(WMJobs) Redditch, Worcestershire, United KingdomSituated in North Worcestershire, Bromsgrove District Council and Redditch Borough Council share services.focused on improving delivery services that make a difference to the community that we serve. · Redditch Borough Council and Bromsgrove District Council are looking to fill ...
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Financial Adviser, Birmingham, Up to Basic Salary Bonus Benefits Clients
Found in: beBee S2 UK - 5 days ago
Thomas Brown T/A TABrown Consultancy Birmingham, United Kingdom Part time, Full timeRole: Financial Adviser · Location: · Birmingham · Package: Up to £65,000 Basic Salary + Bonus + Benefits + Clients Provided · Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clie ...
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Sustainability Officer
Found in: SonicJobs Direct Apply UK - 5 days ago
Simply Jobsworth Cradley Heath, United Kingdom Full timeJob Title: Sustainability Officer · Location: Cradley Heath · Hours: Mon-Fri 9am to 5pm (35 hrs) · Salary: £28 - £36K dependent upon experience & qualifications · Contract: Permanent · We are currently looking for a Sustainability Officer for a leading national commercial roofing ...
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Commercial Account Handler
Found in: SonicJobs Direct Apply UK - 5 days ago
Cavendish Maine Birmingham, United Kingdom Full timeCommercial Account Handler · Birmingham · Up to £44,000 Plus Excellent Benefits · A highly successful and well-regarded general insurance and financial services organisation has a requirement for a Commercial Account Handler to join their Mid Corporate team in Bristol. · They se ...
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Historical Building Services Engineer
Found in: SonicJobs Direct Apply UK - 3 days ago
Roundhouse Recruitment Limited Birmingham, United Kingdom Full timeHistorical Building Services Engineer (Remote) · £50,000 - £55,000 Flexible Working Hours +Enhanced Pension + Work From Home Options + Retirement Benefits + Wellness Programs + Employee Assistance Programme + Additional Parental Leave + Enhanced Maternity and Paternity Leave + Pa ...
Independent Financial Adviser - Wolverhampton, West Midlands, United Kingdom - Heat Recruitment Ltd
Found in: Jooble UK O C2 - 11 hours ago
Description
Independent Financial Adviser
Location: Wolverhampton, UK
Salary - £45,000
Are you an experienced and dynamic financial adviser looking for a new opportunity? We are a well-established chartered firm seeking a motivated individual to join our team as an Independent Financial Adviser.
Key Responsibilities:
If you are ready to take the next step in your financial advising career and thrive in a supportive and professional environment, we want to hear from you
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.
Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF
