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Financial Advisor
3 weeks ago
Reed Insurance Southampton, United KingdomOur client is looking for a result driven financial advisor with excellent interpersonal skills to meet with clients and actively engage with them. This will be an employed role. · Having had an appointment made for you, you will provide a complete service to existing clients and ...
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Financial Advisor
10 hours ago
Vision-FS Recruitment Southampton, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£75,000 - £100,000 | Un-Capped Bonus** · **£10m AUM Client Book Provided** · **Southampton | Hampshire** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growin ...
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Financial Advisor
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OB1Financial Southampton, United Kingdom**Position**: Financial Adviser · **Location**:Whiteley Office near Southampton - Everyday attendance not required · **Salary**:£50,000 -£60,000 OTE circa £80,000 · **Benefits**: · - Hybrid Working · - Full Administration & Paraplanning Support · - Pension · - Access to existing ...
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Financial Advisor
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Premier Jobs UK Limited Fareham, United Kingdom Full timeThis employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank £15m+. · As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship. You ...
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Financial Advisor
1 week ago
Vision-FS Recruitment Salisbury, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£50,000 - £85,000 | Un-Capped Bonus** · **Client Book Provided** · **Salisbury| Surrounding area** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growing its ...
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Financial Advisor
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Vision-FS Recruitment Bournemouth, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£50,000 - £85,000 | Un-Capped Bonus** · **Client Book Provided** · **Bournemouth | Poole | Surrounding area** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are g ...
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Financial Advisor
2 weeks ago
Reed Insurance Basingstoke, United KingdomI am recruiting on behalf of a National, highly successful IFA Practice who are looking to recruit a skilled Financial Advisor or Paraplanner looking to step into advising, to support the Medical NHS Teams.This is an amazing opportunity for someone whois Diploma Qualified and an ...
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Financial Advisor
1 week ago
Vision-FS Recruitment Poole, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£50,000 - £85,000 | Un-Capped Bonus** · **Client Book Provided** · **Poole | Surrounding area** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growing its nat ...
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Financial Advisor
3 weeks ago
Integrity Resource Solutions Bournemouth, United Kingdom**Financial Advisor (Non Diploma)** · **Salary: £24,000 Basic (£30-50K OTE Year1), + Car/Car Allowance, Homebased/Remote** · **Locations: Bournemouth** · **The Company** · A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existi ...
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Financial Advisor
2 weeks ago
Reed Insurance Basingstoke, United KingdomI am recruiting on behalf of a National, highly successful IFA Practice who are looking to recruit a skilled Financial Advisor to support the Medical NHS Teams.This is an amazing opportunity for someone who is Diploma Qualified and an advisor with theability to carry out presenta ...
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Financial Advisor
1 week ago
Quilter Financial Planning Southampton, United KingdomJob Description** Any applicant must hold Level 4 Diploma in UK financial advice ** · If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you · This is a fantastic opportunity that will suit any experienced Financial Ad ...
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Financial Advisor
1 day ago
Vision-FS Recruitment Southampton, United KingdomFinancial Advisor | Independent Financial Advisor · £50,000 - £75,000 | Un-Capped Bonus · Client Book Provided · Southampton · YOUR NEW COMPANY · An opportunity has become available with a Financial Advice business who are growing its national offering across the country. The bus ...
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Financial Advisor
1 week ago
Quilter Financial Planning Southampton, United Kingdom** Any applicant must hold Level 4 Diploma in UK financial advice ** · Submit your CV and any additional required information after you have read this description by clicking on the application button. · If you are an experienced Financial Advisor seeking a more supported role th ...
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Financial Advisor
10 hours ago
Vision-FS Recruitment Portsmouth, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£75,000 - £100,000 | Un-Capped Bonus** · **£10m AUM Client Book Provided** · **Portsmouth | Hampshire** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growing ...
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Financial Advisor
3 weeks ago
Charlwood IFA Ltd Bournemouth, United KingdomThe **Financial Adviser** role offers the opportunity to to work with an organisation which has a unique and highly attractive business model. In addition to working with an established, quality team you will be able to put forward client propositions which genuinely represent va ...
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Financial Advisor
1 week ago
Vision-FS Recruitment Salisbury, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£60,000 - £150,000 | Un-Capped Earnings** · **Clients + Leads Provided** · **Salisbury| Surrounding Area's** · **Level 4 Diploma | CF30 Financial Advisor** · **YOUR NEW COMPANY** · An exciting opportunity has become availa ...
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Financial Advisor
10 hours ago
Vision-FS Recruitment Bournemouth, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£75,000 - £100,000 | Un-Capped Bonus** · **£10m AUM Client Book Provided** · **Bournemouth | Surrounding Area's** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who a ...
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Financial Advisor
10 hours ago
Vision-FS Recruitment Basingstoke, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£75,000 - £100,000 | Un-Capped Bonus** · **£10m AUM Client Book Provided** · **Basingstoke | Hampshire** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growin ...
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Financial Advisor
2 days ago
Vision-FS Recruitment Salisbury, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£75,000 - £100,000 | Un-Capped Bonus** · **£10m AUM Client Book Provided** · **Salisbury | Hampshire** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growing ...
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Financial Advisor
1 week ago
Reed Insurance Bournemouth, United KingdomReed have been engaged to support a wealth management company who pride themselves on providing exceptional service with the aim of developing long term relationships with clients. · They are looking for an IFA to be based in their Poole office. The role already has an existing c ...
Financial Advisor - Southampton, United Kingdom - Quilter Financial Planning
Description
Any applicant must hold Level 4 Diploma in UK financial advice If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser.
As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.
As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.
The Benefits:
All leads are professionally introduced through a robust lead generation processAttractive remuneration termsFull paraplanning and admin supportMarket focused training providedBusiness and personal developmentAn infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your incomeNational coverage.
The Role:
Your goal will be to ensure clients make wise and profitable decisions to meet their financial GoalsPrepare sound financial plans to ensure clients meet their targetsAdvise clients on current financial issues and make recommendationsGenerate new business and build introducer relationshipsCustomise financial plans according to clients' changing needsBuild strong relationships to retain existing clientsMaintain and update knowledge of regulations, practices, and financial products
About You:
Proven experience as a financial plannerAbility to analyse financial information and comply with regulationsProficiency in MS Office and CRM systemsAttention to detail and strong math skillsStrong ethics, with a customer-oriented attitudeOutstanding communication skills, with the ability to foster long-term relationshipsDiploma in Financial ServicesQualifications:Diploma in Financial AdviceIndustry Sales experienceStrong understanding of investment and pension businessExcellent interpersonal skills goals.
Ambition and Hunger