- Servicing an existing client bank and generating new opportunities
- Be able to assess clients' financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
- A candidate that has a 'go to' attitude and able to self generate own business leads
- Keep up to date with financial products and legislation and comply with all industry rules
- Minimum of 3 years experience in the financial services sector
- The equivalent of a level 4 diploma in financial planning
- Looking to progress in their career and become chartered
- Needs to be Flexibility/ adaptability to cope with change
- Paraplanning support will be provided
- Pension and death in service benefits after qualifying probation period
- Bonus payable after validation period
- Also, happy to look at self employed basis
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Allstaff Recruitment St. Neots, United Kingdom Full timeAllstaff Recruitment are currently seeking a Financial Advisor based inSt Neots for a reputable professional organisation. · Summary of theFinancial Advisorrole · Salary: Dependent on experience · Location: St Neots · Type of Contract:Permanent, Full-time. · Hours: Full time, ...
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IDEX Consulting Ltd Oxfordshire, United KingdomJob Description Financial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits · I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas.. · The role will give you auton ...
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5 days ago
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Day Webster Hertfordshire, United Kingdom Permanent, Full timeJob Overview: · We are seeking a highly motivated experienced Financial Adviser to join our growing business. The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending. We ...
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5 days ago
IDEX Consulting Ltd oxfordshire, United Kingdom Full timeJob DescriptionFinancial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits · I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas.. · The role will come with a core ...
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Financial Advisor - Milton Keynes, United Kingdom - Aspire Personnel Ltd
Description
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further.They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
Key responsibilities