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Financial Advisor
1 day ago
Southcote Financial Limited West Midlands, United KingdomWe're looking for a **fully qualified Financial Advisor (Ideally Chartered or working towards this designation)** to join our growing team on a **self-employed or employed basis**. · **You should be passionate, adaptable, love working with people and constantly looking to learn.* ...
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Financial/personal Wealth Advisor
6 days ago
eFinancialCareers Birmingham, United KingdomOur client, a leading investment and asset management business is recruiting for Financial Advisors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoing organic growthand development across ...
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Client Financial Services Advisor
1 week ago
TMPW (HP) for Birmingham City Council Birmingham, United Kingdom**Client Financial Services Advisor** · **GR4 £30,151- £37,261** · **36.5 hours per week** · **Permanent** · Birmingham City Council's Appointee & Court Deputy Service is the Corporate Acting Body responsible for overseeing the management and protection of the financial assets of ...
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Financial Advisor
5 days ago
Independent Resourcing Consultancy Ltd Birmingham, United KingdomMy client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall succe ...
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Financial Advisor
6 days ago
Independent Resourcing Consultancy Ltd Birmingham, United Kingdom Full timeMy 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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Financial Advisor
1 week ago
The Job Guru Birmingham, United Kingdom Part time, Full timeThis is a remote position. · Established Independent Financial Adviser (self employed) · 100% Remote · Low Fees · Full support · Are you an existing Independent Financial adviser who is fed up with paying fees of 20% or more? · Would you like to be part of a network that gives yo ...
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Financial Advisor
5 days ago
The Job Guru Birmingham, United KingdomJob Description · This is a remote position. · Established Independent Financial Adviser (self employed) · 100% Remote · Low Fees · Full support · Are you an existing Independent Financial adviser who is fed up with paying fees of 20% or more? · Would you like to be part of a net ...
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Financial Services Advisor
1 week ago
Brookson Group Coventry, United Kingdom**Job Title**:Financial Services Advisor - Protection · **Location**: Coventry (CV5 6SP) · **Working Hours**: Hybrid/Flexible working hours a week · **Salary**:£25,000 - £30,000 depending on experience plus uncapped commission · Brookson is recruiting for a Protection Advisor to ...
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Trainee Financial Advisor
1 day ago
Dunham McCarthy Ltd Stafford, United Kingdom**Intelligent, Enthusiastic, Conscientious & Driven ?** · **A bright future awaits you at the Dunham McCarthy Group** · We have an exciting opportunity within our Legal and Financial Services team in stafford. This is a fantastic opportunity to join The Dunham McCarthy Group, a s ...
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Trainee Financial Advisor
6 days ago
Dunham McCarthy Ltd Stafford, United Kingdom**Intelligent, Enthusiastic, Conscientious & Driven ?** · **A bright future awaits you at the Dunham McCarthy Group** · We have an exciting opportunity within our Legal and Financial Services team in Penkridge. This is a fantastic opportunity to join The Dunham McCarthy Group, a ...
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Financial Sales Advisor
1 day ago
Switch Recruitment Worcester, United KingdomOur client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Sales Advisor to join their growing team. · Duties include educating clients on a range of financial products includi ...
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Trainee Financial Advisor
1 day ago
Bowden Financial Consultancy Ltd Coalville, United KingdomJob Overview: · **Responsibilities**: · - Offer financial advice on investment opportunities, retirement planning, Mortgages, Life Insurance and risk management · - Develop customized financial plans based on clients' goals and risk tolerance · - Monitor financial market trends t ...
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Financial Services Advisor- Protection
1 week ago
Brookson Coventry, United Kingdom**Job Title**:Financial Services Advisor - Protection · **Location**: Coventry (CV5 6SP) · **Working Hours**: Hybrid/Flexible working hours a week · **Salary**:£25,000 - £30,000 depending on experience plus uncapped commission · Brookson is recruiting for a Financial Services Adv ...
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Financial Advisor
6 days ago
Hoxton Capital Management Dudley, United KingdomJob Description · Overview: · We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contr ...
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Independent Financial Advisor
1 week ago
LKA Recruitment Brierley Hill, United Kingdom Part time, Full timeAs an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base ...
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Chartered Independent Financial Advisor
2 days ago
Financial Divisions Hampton, United Kingdom Part time, Full timeManage an existing client base · Manage a book of 100+ clients with average AUM £1m+ · £100-120k basic salary + revenue related salary increases + bonus · My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice on Pensions, In ...
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Independent Financial Advisor
3 days ago
Resource Matters Ltd Wolverhampton, West Midlands, United KingdomResource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice ...
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Personal Wealth Advisor
6 days ago
eFinancialCareers Birmingham, United KingdomOur client, a leading investment and asset management business, is recruiting for Personal Wealth Advisors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoing organicgrowth and development ...
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Financial Planner
1 week ago
Aspire Executive Search Birmingham, United Kingdom**Financial Planner Birmingham, Basic Salary up to £75k,**Home based role with some travel to Birmingham. · On average travel into the office would be expected a few times a month. Bonus is based on overall performance. · Are you an experienced Financial Advisor seeking a more su ...
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Customer Service Advisor
6 days ago
Gleeson Recruitment Group Birmingham, United KingdomGRG are recruiting a new permanent Customer Service Advisor role working within the Financial Services Sector · This would be an excellent opportunity for someone who is looking for that next step in their career and join a business which can offer excellent progression and devel ...
Independent Financial Advisor - Birmingham, United Kingdom - Ferguson Dean
Description
A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio.
The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands.
As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be provided.PackageYou will receive market leading salary (£50k to £80k ) benefits, bonus, technical/paraplanning support and flexible working arrangementsThe companyA Chartered Financial Planning firm, working with HNW and UHNW clientsThe RoleProviding financial planning advice to clients Management of a portfolio of c£25m AUM Meeting with professional introducers to discuss requirementsUse of VoyantTaking clients through a lifestyle financial planning journey, advising appropriately as requiredMaintaining up to date and compliant client files in conjunction with the technical team.
Keeping up to date CPDThe candidateDiploma Level 4 as a minimum, ideally working towards CharteredAbility to manage and maximise portfolios, in line with TCF and FCA requirementsKnowledge of general planning and also ideally VCT, EIS and IHT matterUse of Cash Flow modelling and lifestyle planning as requiredNext stepsApply with a CV to below email for confidential discussion and review of opportunity and process