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Independent Financial Adviser
3 weeks ago
Specialist Financial Recruitment Limited Wendover, United KingdomOur client is a very well regarded, FTAdviser Top 100 listed, Chartered national Wealth Management company, providing whole of market advice. · An excellent opportunity has now arisen for an experienced **Financial Adviser/Planner** to take over, service & grow a book of high qua ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment Maidenhead, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Maidenhead · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Maidenhead, Berkshire area£4 ...
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Financial Adviser
2 weeks ago
Eight Wealth Management Ltd Marlow, United Kingdom**Self Employed Financial Advisers wanted** · **Marlow and surrounding** · **Eight Wealth Management** · At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Marlow branch. We have a client bank ready for the righ ...
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Financial Adviser
1 week ago
Cranleigh Personnel Ware, United Kingdom**Financial Adviser** · Based: Hertford · Salary - base £50,000 - £60,000 + Bonus · **Are you a Financial Adviser looking for next role?** · Our client is a thriving independent wealth planning firm with an enviable client bank. Working collaboratively with accountancy firms and ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment Maidenhead, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Maidenhead · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Maidenhead, Berkshire area£45, ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment Maidenhead, United KingdomApply · **Financial Adviser**: Home based position covering Maidenhead, Berkshire and the surrounding area£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 indus ...
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Financial Adviser
2 weeks ago
Ortus PSR South East, United KingdomWe are looking for a Financial Adviser with experience in developing and managing a mature client book. · As a financial planner, you will be responsible for providing expert financial advice to our clients on a broad spectrum of advice, including complex retirement and inheritan ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment Maidenhead, United KingdomJob Reference: · - Date Posted: 23 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Maidenhead · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · Financial Adviser: Home based position covering Maidenh ...
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Financial Adviser
1 week ago
Cranleigh Personnel Stevenage, United Kingdom**Financial Adviser / IFA Adviser** · Based: Stevengae · Salary - base £50,000 - £65,000 + Bonus (depending upon qualifications) · **Are you a Financial Adviser looking for your next role?** · - Are you looking for full admin & paraplanning support so you can concentrate on clien ...
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Financial Adviser
3 weeks ago
Financial Divisions London, United Kingdom**Financial Adviser to manage circa £500k of recurring fee income** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The boa ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment Maidenhead, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Maidenhead · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Maidenhead, Berkshire are ...
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Financial Adviser
1 week ago
MB Fitzgerald London, United KingdomOur client is currently seeking to recruit for a Financial Planner to join their London based team and take over an existing client portfolio. · We are working with leading Wealth Management business at present who seek to appoint a new Financial Planner to their team in London. ...
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Financial Adviser
2 weeks ago
Jigsaw Recruitment Hackney, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Hackney · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Home based position cove ...
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Financial Adviser
1 week ago
Ortus PSR London, United KingdomOpportunity for Experienced Advisers who want to be part of a supportive eco-system. Our client works with Advisers who have over £20Million Assets Under Management to expand their client bank. You will be supported by a business coach, Marketing and Paraplanning team. They have ...
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Financial Adviser
3 weeks ago
Page Personnel London, United KingdomThis is a chance to join a growing Financial Advisory firm · - This role offers a competitive salary and bonus package. · **About Our Client**: · My client is a modern dynamic financial planning business offering a remote/telephone/video call based service to retail clients acros ...
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Financial Adviser
3 weeks ago
JDC Professional Recruitment Ltd London, United Kingdom**City of London + Hybrid 2 days from home** · **Salary of £50,000 - £55,000 per annum** · **_Are you looking for an opportunity to join an ambitious company, become part of a client-centric team, and help grow the business?_** · You're an experienced Financial Adviser with at le ...
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Financial Adviser
3 weeks ago
Artemis Recruitment Consultants Ltd London, United KingdomFinancial Services · London · 17/02/2023 · Type of Position: Financial Adviser - London · Pay: £60k - £90k OTE · **Financial Adviser - London**: · Our client is looking to welcome a Financial Advisor into their team, who offer expertise across the full spectrum of financial servi ...
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Financial Adviser
3 weeks ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
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Financial Adviser
2 weeks ago
Willis Towers Watson London, United KingdomFinancial Adviser · - London, GB · April 07, 2023 · **The role** · We are looking for a financial planner to join WTW's Financial Planning Group. You will provide guidance and regulated advice to individuals who are direct clients of WTW, or who are members of some of our largest ...
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Financial Adviser
2 weeks ago
Cranleigh Personnel Holborn, United Kingdom**Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...
Administrator - Independent Financial Adviser (Ifa) - Tring, Hertfordshire, United Kingdom - Artemis Recruitment Consultants Ltd
Description
IFA Administrator - Tring - Artemis Recruitment Consultants Financial ServicesWorking in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission.
Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English.
Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct.
Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report.
Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary.Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required.
You may at times be required to assist and provide support with administrative functions, for example:new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
Understanding of the Financial Planning processGood report writing skills
Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
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