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Financial Advisor Employed
1 week ago
Aspire Executive Search Newbury, United Kingdom**Financial Planner Basic up £70,000, Newbury Bonus and outstanding Bonus and Benefits** · Are you an experienced Financial Advisor seeking a more supported role? · Are you more motivated by Clients than by targets, then I'd love to hear from you. · This is a fantastic opportunit ...
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Financial Advisor
3 days 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
3 days 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 Employed
1 week ago
Aspire Executive Search Maidenhead, United Kingdom**Financial Planner Basic up £70,000, Maidenhead Bonus and outstanding Bonus and Benefits** · Are you an experienced Financial Advisor seeking a more supported role? · Are you more motivated by Clients than by targets, then I'd love to hear from you. · This is a fantastic opportu ...
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Independent Financial Advisor
1 week ago
Resource Matters Ltd Abingdon, United Kingdom**Basic Up to £75k + Package + flexible working + Paraplanning + Full clients & lead generation** · Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor. Our client provides regulated holistic financial pl ...
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Trainee Financial Advisor
3 days ago
Profiles Personnel Farnham, United Kingdom**TRAINEE FINANCIAL ADVISOR** · If this sounds like you then read on · Due to exceptional business growth a new opening has arisen for a well educated Trainee Financial Advisor to join a Financial Planning and Investment company. This locally based organisation has not only build ...
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Trainee Financial Advisor
1 week ago
The Progress Shed Swindon, United Kingdom**The Role** · Our client is seeking a valued member of the Financial Team. Responsible for everything you would expect of someone on a path to eventually becoming a Financial Planner you will be providing first class administration support while learning how to provide clients w ...
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Independent Financial Advisor
1 week ago
Resource Matters Ltd Newbury, Berkshire, United Kingdom2 weeks ago Be among the first 25 applicants · Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees · Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to t ...
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Independent Financial Advisor
6 days ago
PB Recruitment Consultants Reading, United Kingdom**A well-established multi-office, award winning, financial planning practice, is currently seeking a forward thinking Employed Independent Financial Adviser to service an existing client bank and expand the client base moving forward** · **A very competitive negotiable package i ...
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Financial Advisor
1 week ago
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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Financial Advisor
1 week ago
IDEX Consulting Ltd Oxfordshire, United KingdomFinancial 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 book of clients and ...
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Financial Advisor
1 week ago
The Burford Recruitment Company Ltd Witney, United Kingdom Part time, Full timeHybrid role, 1 day per week in the office · * Competitive bonus scheme · * Opportunity to have input into to future of the business · * Small, collaborative team · An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Finan ...
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Financial Advisor
1 week 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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Paraplanner
1 day ago
Reed Insurance Newbury, United KingdomTo be considered for this role you must be able to share a line up of your skills in report writing along with the following: · - 1)Full Diploma Qualified Paraplanner · 2) Strong skills in supporting the Advisors in Report Writing · 3) Minimum of 2 years skills in Writing reports ...
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Finance Manager
1 week ago
Page Personnel Finance Newbury, United KingdomThis is a permanent post for a Finance Manager based in Newbury, the role would be a standalone post. · You will lead on the budget and planning exercise, production of regular management and financial accounts and relevant cashflow forecasts · You will be commercially minded and ...
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Administrator
1 week ago
Reed Business Support Newbury, United KingdomREED are working with aFinancial Servicescompany in Newbury to recruit for a **Diary & Administration Support Specialist **on a permanent basis.You will be joining a small, fun, modern and close-knit working environment so a positive, energetic attitude is a must. · In this role ...
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Out of Hours Customer Service Advisor
1 week ago
Sovereign Housing Association Newbury, United Kingdom**Are you looking for a role that really makes a difference?** · Our Out of Hours Team provide 24/7 response for emergency alarm calls and evening cover for our emergency housing repairs. As a Customer Service Advisor you will be taking ownership to resolve any calls that come th ...
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St. James's Place Newbury, United KingdomSt. James's Place (SJP) works in partnership to plan, grow and protect our clients' financial futures. We deliver personalised, face-to-face financial advice to our clients, who trust us to manage their money to reach their goals. We provide this service via the Partnership, a ne ...
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HR Officer
5 days ago
Amaryllis Search & Selection Newbury, United KingdomAre you a driven HR professional who is looking for a new role with progression opportunity and support? · Are you interested in working within a school environment, part of a rapidly growing trust? · Are you looking for an employer who will support your CIPD studies? · As the HR ...
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HR Officer
5 days ago
Amaryllis Search and Selection Ltd Newbury, United KingdomAre you a driven HR professional who is looking for a new role with progression opportunity and support? · Are you interested in working within a school environment, part of a rapidly growing trust? · Are you looking for an employer who will support your CIPD studies? · As the HR ...
Independent Financial Advisor - Newbury, Berkshire, United Kingdom - Resource Matters Ltd
Description
Resource 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 fees and you will benefit from ongoing lead generation.
The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning.
It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications For The Independent Financial Advisor RoleLevel 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Get notified about new Independent Financial Advisor jobs in Newbury, England, United Kingdom .
Financial Planner - Reading, £60k - £85k, basic salary plus bonuses
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