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Financial Advisor
Found in: Talent UK 2A C2 - 3 days ago
GCB Recruitment London, United KingdomAre you an experienced Financial Advisor who is looking for a fresh challenge? · Due to recent success, my client a successful independent is looking to expand and recruit an experienced Financial Advisor to join their team. For the successful Advisor, they are offering the succe ...
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Financial Advisor
Found in: Appcast UK C C2 - 4 days ago
TechNET IT Recruitment Ltd United KingdomFinancial Advisor Full time Permanent Salary: Competitive, with a base up to £60,000 plus commission/bonus. Company Overview: TechNET-IT have partnered with a leading UK wealth management company renowned for their comprehensive financial planning and investment management servic ...
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Financial Advisor
Found in: Appcast UK C C2 - 3 days ago
Oasis Crescent Greater London, United KingdomExcellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term · The core function of the successful candidate will be to manage and grow their portfolio of clients while providing ...
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Financial Advisor
Found in: Ziprecruiter UK C2 - 11 hours ago
Oasis Crescent Greater London, United KingdomJob Description · Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term · The core function of the successful candidate will be to manage and grow their portfolio of clien ...
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Financial Advisor
Found in: Jooble UK O C2 - 1 day ago
Gcbrecruitment United KingdomAre you an experienced Financial Advisor who is looking for a fresh challenge? · Our clients are looking to expand their operation with the addition of a Financial Advisor to their team in the Diss area. The position is available on a self-employed basis, with generous commission ...
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Financial Advisor
Found in: Jooble UK O L C2 - 6 hours ago
mbf London, United KingdomAre you an experienced Financial Advisor based in the London or the South East, eager for an opportunity to work internationally? Our partner is actively expanding its team of Self-Employed Financial Advisors, providing a unique chance for seasoned professionals like yourself. · ...
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Financial Advisor
Found in: Jooble UK O C2 - 2 days ago
Tate England, United KingdomFinancial Advisor · Location: Kent, Hybrid Working · Salary: Basic Salary up to £55,000 with a generous bonus scheme. Achievable OTE of £100k year one and £160k year two onwards. · Are you a Financial Advisor looking for an exciting new challenge/opportunity? · Are you a forward- ...
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Financial Advisor
Found in: Jooble UK O L C2 - 3 days ago
Oasis Crescent London, United KingdomExcellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long termThe core function of the successful candidate will be to manage and grow their portfolio of clients while providing fi ...
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Financial Advisor
Found in: Ziprecruiter UK C2 - 11 hours ago
St. James's Place London, United KingdomJob Description · Become a Financial Adviser with St. James's Place · Gain qualifications, advisory experience and confidence in a structured, supportive environment. · Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live a ...
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Financial Advisor
Found in: Ziprecruiter UK C2 - 2 days ago
St. James's Place London, United KingdomJob Description · Become a Financial Adviser with St. James's Place · A new challenge. A new culture. A new perspective. If you're looking for a role that provides you with autonomy, meritocracy and flexibility, you've come to the right Place. St. James's Place. · Launch a reward ...
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Financial Advisor
Found in: Appcast UK C C2 - 2 days ago
Quilter Financial Planning Greater London, United KingdomSummary · We are currently recruiting for one of our leading Appointed Representative firms. · David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; ...
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Financial Advisor
Found in: Ziprecruiter UK C2 - 2 days ago
Quilter Financial Planning Greater London, United KingdomJob Description · Summary · We are currently recruiting for one of our leading Appointed Representative firms. · David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across it ...
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Financial Advisor
Found in: Jooble UK O C2 - 1 day ago
Anglesey United KingdomQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. · We believe in face-to-face service and h ...
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Financial Advisor
Found in: Jooble UK O C2 - 4 days ago
Mattioli Woods Group United KingdomWe are recruiting for several qualified and experienced wealth management financial advisers to join our teams in Leatherhead on a full-time, permanent basis. · Reporting to a Team Director, the successful candidates will provide a proactive, personal, and holistic financial pla ...
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Financial Advisor
Found in: Jooble UK O L C2 - 2 days ago
Quilter Financial Planning London, United KingdomSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealt ...
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Independent Financial Advisor
Found in: Appcast UK C C2 - 2 days ago
Vision-FS Recruitment United KingdomWealth Adviser / Independent Financial Advisor · Salary: £100k-£150k / OTE / Un-Capped Earnings · Nationwide Roles · YOUR NEW COMPANY · A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor's across the UK. · A regul ...
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Independent Financial Advisor
Found in: Appcast UK C C2 - 2 days ago
Redstone Search Group Greater London, United KingdomJoin a rapidly growing, UK-based Multi-Family Office that is actively seeking independent Financial Advisors. If you're tired of the corporate grind and discretionary-led bonuses, this could be your chance to explore a new path and tailor your career to fit your busy personal sch ...
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Independent Financial Advisor
Found in: Ziprecruiter UK C2 - 2 days ago
Redstone Search Group Greater London, United KingdomJob Description · Join a rapidly growing, UK-based Multi-Family Office that is actively seeking independent Financial Advisors. If you're tired of the corporate grind and discretionary-led bonuses, this could be your chance to explore a new path and tailor your career to fit your ...
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Trainee Financial Advisor
Found in: Jooble UK O C2 - 14 hours ago
Gcbrecruitment United KingdomAre you looking to start your career as a Financial Advisor? We have a new position available that can be available on either a self-employed or employed basis with our client for a Trainee Financial Advisor in the Market Harborough area. · This position would suit a current Mor ...
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Independent Financial Advisor
Found in: Jooble UK O C2 - 4 days ago
Resource Matters Ltd United Kingdom4 weeks ago Be among the first 25 applicants · Basic Up to £70k + Package + Paraplanning + Full client portfolio with on-going advice fees due to retiring advisor · Resource Matters have been retained by this well known National Company to recruit an experienced Independent Fi ...
Independent Financial Advisor - London, United Kingdom - Redstone Search Group
Description
Join a rapidly growing, UK-based Multi-Family Office that is actively seeking independent Financial Advisors.If you're tired of the corporate grind and discretionary-led bonuses, this could be your chance to explore a new path and tailor your career to fit your busy personal schedule.
Key Responsibilities / Tasks Develop personalised financial plans encompassing investment strategies, retirement planning, tax planning, and estate planning.Oversee the management of clients' investment portfolios, ensuring alignment with their financial objectives and risk profiles.
Ensure adherence to all relevant regulations and compliance standards in financial advisory services.
Identify and pursue opportunities to expand the client base through networking, referrals, and other business development strategies.
Role reports into the Partners of the Firm Key Qualifications / Experience You are currently managing a portfolio of U/HNW investors who are interested in the IFA set-up.
RDR level 4 regulated at minimum - Relevant industry certifications (e.g., Certified Financial Planner) are a plus.Experience working within a Wealth Management firm or Private Bank is highly desirableUnderstanding of non-investment wealth solutions such as inheritance planning, tax, offshore bonds is highly desirableLocated in the UK (the position can be fully remote if required)