- You must hold full Level 4 Diploma in Financial Planning or equivalent
- This would be well suited to recently qualified Trainee Financial Adviser looking to develop their skills
- You should have a positive approach towards technology and be confident talking to clients via video conferencing
- You should be proactive in spotting new business opportunities
- Salary of £30,000 - £35,000 subject to experience and qualifications
- Plus discretionary annual bonus, following completion of a year's service
- Flexible working with good holiday allowance and option to buy and sell holiday
- Contributory pension scheme and death-in-service benefit
- Other company benefits include annual Christmas and summer parties, discounted spending from retailers, health clubs etc
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Financial Adviser
6 days ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · - Telephone: · **Financial Adviser: Home bas ...
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Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · - Telephone: · **Financial Adviser: Home base ...
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Idex Birmingham, United KingdomExcellent career opportunity for a dynamic, client focused Financial Adviser with access to mass affluent and HNW clients. · **About our client** · A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients. · My client is an ambitious UK Wealt ...
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Clever-HR Birmingham, United KingdomOur client, a well-established and successful Wealth Management practice that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced and enthusiastic Financial Adviser to join the team. · Due to their strong focus on devel ...
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Premier Jobs UK Limited Birmingham, United Kingdom Full timeThis remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. · They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help indi ...
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Jigsaw Recruitment Worcester, United Kingdom**Financial Adviser: Home based position covering Worcester, West Midlands£45,000 to £85,000 with excellent benefits that include a company car** · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. Our client is looking to ...
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Jigsaw Recruitment Stratford, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Stratford · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Forest Gate ...
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GCB Recruitment Coventry, United KingdomOur client, a well-established Financial Planning firm based in Coventry, is looking to recruit an experienced Independent Financial Adviser to join their ever-growing team. The position is available due to the expansion of the business as part of its ongoingsuccess as a firm. · ...
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James Phillip Financial Recruitment Coventry, United KingdomExcellent opportunity for an experienced financial planner to join a unique practice. · Employed position in a company that offer financial advice to a large client base, they are now looking for an IFA to join their team to manage and grow an established book of clients. · An op ...
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Independent Financial Adviser
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Financial Adviser
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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 Sales Adviser
6 days ago
Jigsaw Recruitment Dudley, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Dudley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Insurance Adviser: Dudley, West Midlands - ...
Trainee Financial Adviser - Bromsgrove, United Kingdom - Premier Jobs UK Limited
Description
This 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 maintain and build client relationships, whilst also giving opportunity to spot new business opportunities
As a Financial Adviser, you will conduct in-depth annual reviews of their clients' financial circumstances, reviewing their current arrangements and identifying future objectives. All advice should meet the compliance and T&C requirements.
Desk Based Financial Adviser Requirements
Training and Development
Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner.
Desk Based Financial Adviser Benefits
Locations
Bromsgrove
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Trainee Financial Adviser professionals in Bromsgrove
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Jordan Cowley
Strategic Partnerships Manager & People Strategy