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Financial Advisor
2 weeks ago
Reed Insurance Southampton, United KingdomOur client is looking for a result driven financial advisor with excellent interpersonal skills to meet with clients and actively engage with them. This will be an employed role. · Having had an appointment made for you, you will provide a complete service to existing clients and ...
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Financial Advisor
3 weeks ago
OB1Financial Southampton, United Kingdom**Position**: Financial Adviser · **Location**:Whiteley Office near Southampton - Everyday attendance not required · **Salary**:£50,000 -£60,000 OTE circa £80,000 · **Benefits**: · - Hybrid Working · - Full Administration & Paraplanning Support · - Pension · - Access to existing ...
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Financial Advisor
3 weeks ago
Reed Insurance Bournemouth, United KingdomReed have been engaged to support a wealth management company who pride themselves on providing exceptional service with the aim of developing long term relationships with clients. · They are looking for an IFA to be based in their Poole office. The role already has an existing c ...
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Financial Advisor
3 weeks ago
Switch Recruitment Salisbury, 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 Sales Advisor to join their growing team. · Duties include educating clients on a range of financial products includi ...
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Financial Advisor
3 weeks ago
Quilter Financial Planning portsmouth, hampshire, United Kingdom**Any applicant must have Level 4 Diploma in Financial Planning** · If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you · This is a fantastic opportunity that will suit any experienced Financial Adviser, whether yo ...
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Independent Financial Advisor
3 weeks ago
Independent Resourcing Consultancy Bournemouth, United Kingdom**Independent Financial Advisor**: · - Job Reference: · - Date Posted: 20 June 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Bournemouth, Dorset · - Remote Working: Some remote working possible · - Salary: On Application · - Bonus/Benefits: Negotiable DOE ...
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Financial Advisor
3 days ago
Quilter Financial Planning Portsmouth, Hampshire, United KingdomJob Description **Any applicant must have Level 4 Diploma in Financial Planning** · If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you · This is a fantastic opportunity that will suit any experienced Financial Adv ...
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Financial Advisor
3 weeks ago
Vision-FS Recruitment Littlehampton, United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · Location: · Littlehampton or Surrounding Area · Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor · Employed or Self Employed roles available · £55,000 - £65,000 Basic Salary + car allowance · OTE £80,000 - £200,000 ...
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Financial Advisor
2 weeks ago
Cardinal Recruitment Test Valley, Hampshire, United Kingdom £80,000 - £100,000EMPLOYED FINANCIAL ADVISER RINGWOOD/ANDOVER & SALISBURY AREAS · We have a vacancy for an Employed Financial Adviser in the above-mentioned locations and the associated surrounding areas especially. · Reporting to the Area Manager, the Financial Adviser will be required to achieve ...
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Graduate Trainee Financial Advisor
2 weeks ago
Dynamite Recruitment Fratton, United KingdomRecruiting for a Graduate Trainee Financial Advisor to join a thriving and busy team. This is a rare opportunity for the right person to build a flourishing career in financial planning. This is an entry-level position, perfect for someone interested in building a strong career w ...
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Independent Financial Advisor
3 weeks ago
TC Group Portsmouth, Hampshire, United KingdomSalary competitive market rate salary · Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working · Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) · About the Independent Finan ...
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Senior Financial Advisors Administrator/ifa
3 weeks ago
Financial Divisions Wiltshire, United KingdomMy client, are a Chartered wealth planning practice with offices in Bath who have been offering financial advice to their private clients for over 20 years. They have an excellent reputation providing the highest levels of financial advice to High Net Worthprivate clients who are ...
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Independent Financial Advisor
3 weeks ago
TC Group Cosham, Hampshire, United KingdomIndependent Financial Adviser · competitive market rate salary · Monday to Friday, 37.5 hours per week with flexible, hybrid working · Holiday · 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) · Independ ...
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Independent Financial Advisor
4 weeks ago
CareerBliss Portsmouth, United KingdomIndependent Financial Adviser PortsmouthSalary competitive market rate salaryHours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 da ...
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Independent Financial Advisor
3 weeks ago
TC Group Portsmouth, Hampshire, United KingdomIndependent Financial Adviser Portsmouth · Salary competitive market rate salary · Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working · Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum ...
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Financial Advisor
1 week ago
Charlwood IFA Ltd Bournemouth, United KingdomThe **Financial Adviser** role offers the opportunity to to work with an organisation which has a unique and highly attractive business model. In addition to working with an established, quality team you will be able to put forward client propositions which genuinely represent va ...
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Accounts Assistant
2 weeks ago
Accountancy Expertise Ltd Whiteley, United KingdomOur client, a financial services firm are seeking an Accounts Assistant to join their team on the commercial side. · The role will involve assisting with management accounts, bookkeeping, accounts and personal tax returns. You will also deal with advisor invoices, ad-hoc tax quer ...
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Financial Reporting Manager
3 weeks ago
Reed Finance Whiteley, United KingdomFinancial Reporting Manager - PE · The purpose of this position is to account for a varied portfolio of fund structures in conjunction with the Senior Financial Reporting Manager. · Key responsibilities: · Act as the lead accountant for various fund structures within a team · Rev ...
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Financial Reporting Accountant
2 weeks ago
Accountancy Expertise Ltd Whiteley, United KingdomOur client, a financial services firm are seeking a Financial Reporting Accountant to join their growing team in either their Whiteley or Totton offices. · Reporting to the Head of Finance, the role will involve dealing with management accounts, bookkeeping and other finance rela ...
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Financial Reporting Manager
2 weeks ago
Reed Finance Whiteley, United KingdomTo £55k basic, remote/hybrid/flexible. · Reports to Senior Financial Reporting Manager - Private equity · The purpose of this position is to account for a varied portfolio of fund structures in conjunction with the Senior Financial Reporting Manager / Associate Director - Account ...
Financial Advisor - Whiteley, United Kingdom - Premier Jobs UK
Description
This employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank £15m+.As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship.
You should look to identify new fee income and business opportunities to grow the portfolio.Plus, you will be provided with warm leads from previous clients to move onto ongoing service agreements.
In addition, the business is actively undertaking acquisitions and will be able to supplement you with some recently acquired clients.
You will receive full paraplanning and administration support from their back-office teamFinancial Adviser Requirements * You should have 3+ years' experience as a Financial Adviser * You should hold full Level 4 Diploma in Financial Planning or equivalent and ideally keen to work towards Chartered statusThe CompanyThe business was established over 30 years ago and has grown organically and through acquisitions to now manage over £750m of AuM.
The business is led by a forward-thinking board of Directors with a wealth of industry experience behind them.The company have tremendous growth prospects with their goal to achieve £1.5bn AuM and are already on their way to achieving this.
Financial Adviser Benefits * Salary of £60,000 with OTE of £80,000+ * Company benefits include:£300 pm car allowance, 25 days holiday plus bank holidays, access to private healthcare, company death in service and membership to the company pension scheme after 3 months * Connected to one of their regional offices, with flexibility to work from home and the office * Joining a team of likeminded Financial Advisers and support staff * No desire to micro-manage, with view that their Financial Advisers should be competent to manage their performance * 3pm finish on a Friday, with flexibility how you manage your week and timeLocationsWhiteley
