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Switch Recruitment Reigate, 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 Advisor to join their growing team. · Duties include advising clients on a range of financial products in their homes ...
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Financial Adviser
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Financial Adviser
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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
1 week 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 ...
Trainee Financial Adviser - Banstead, Surrey, United Kingdom - Antony George Recruitment
Description
About MLP Wealth Management:
MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind.
The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.
They have a large client base and significant assets under management.They have an excellent reputation and have been rated in the top 10 IFAs in the UK on the Vouched For website.
Package Details:
The successful candidate will receive a salary up to £30,000 Per Annum.
This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.
Remuneration related to sales will also be provided for Trainee IFAs once they start engaging with clients.
Other benefits include:
Study support towards relevant industry examsCompany pensionOn-site parkingBonus schemeThere is a large client base and significant assets under managementOTE £45,000+ once sales related work starts25 days annual leave plus bank holidaysPurpose of the role:This role is offering the rare chance to train to become a fully qualified Financial Adviser.
With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser.
You would work alongside 3 very experienced advisers and a trainee with a mentor programme in place.There is no need to travel to see clients, as all face-to-face meetings can be held in our fully equipped meeting rooms.
Duties and Responsibilities:
Your duties will include but not be limited to:Shadowing financial advisersWorking closely with the administration team to help gather policy informationHelp with projects: for example, Mifid annual reviews, other client campaigns, annual portfolio rebalancesHelp Advisers writing reports: e.g.
Relevant Skills/ExperienceMust have been studying for exams towards being an IFA/or fully qualifiedMay already have some financial services industry experience and wants to move on (e.g. paraplanner or advisor support)
Degree holderGood with excel, word etcKeen to quickly work through the ranks by working hardGood communication skills:
phone, face to face, and writtenDemonstrate initiativeEntrepreneurialHold a driving licenseTeam playerExperience with back-office systems such as X-Plan or similar, FE Analytics, Cashcalc and provider platformsStrong technical knowledge around pensions, investments and IHT planningRelevant examinationsSales experienceExperience required: At least 1-year financial services experience
Qualifications required:
Must have been studying for exams towards being an IFA/or fully qualified. (Level 4 qualified)