Jobs
>
London

    Independent Financial Advisor - United Kingdom - Burford Recruitment Company

    Show more Collapse job
    Default job background
    Description

    An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Financial Adviser to join their team.

    As a Financial Adviser, you will play a pivotal role in providing comprehensive financial planning services to your established portfolio of clients.

    You will be responsible for assessing clients' financial situations, understanding their needs, and developing personalised financial plans to help them achieve their financial objectives.

    Your main objective will be to provide expert advice, guidance, and recommendations to our clients, ensuring they make informed decisions regarding their finances.

    Responsibilities
    Conduct in-depth financial reviews for clients, analysing their financial status, goals, risk tolerance, and current financial performance.
    Develop customised financial plans based on clients' individual needs and goals

    Stay up-to-date with market trends, investment products, and financial regulations to provide the most relevant and accurate advice to clients.

    Monitor clients' financial plans regularly and make necessary adjustments to ensure they remain aligned with clients' changing life circumstances and financial goals.

    Develop and maintain strong, long-term client relationships built on trust, integrity, and professionalism.
    Proactively identify opportunities to expand client relationships and grow the firm's client base through referrals and networking.
    Skills/Experience
    A proven track record as a Financial Adviser, ideally within an independent financial planning firm.
    Hold a Level 4 Diploma in Financial Planning (DipPFS) or equivalent qualification.
    Strong analytical skills with the ability to assess clients' financial situations and develop suitable financial plans.
    Exceptional communication skills, with the ability to explain complex financial concepts in simple terms.
    Proven ability to build and maintain strong, trust-based relationships with clients.
    High level of integrity, professionalism, and ethical conduct.
    Benefits
    Hybrid role, 1 day per week in the office
    Competitive bonus scheme
    Opportunity to have input into to future of the business
    Small, collaborative team
    #J-18808-Ljbffr

    We have other current jobs related to this field that you can find below

  • Reuben Sinclair

    Financial Advisor

    3 weeks ago


    Reuben Sinclair London, United Kingdom

    **Job type**: · - Permanent**Emp type**: · - Full-time**Industry**: · Banking & Financial Services · **Salary type**: · - Annual**Salary from**: · - GBP £45,000.00**Salary to**: · - GBP £55,000.00**Location**: · - London, UK**Job published**: · - 25/07/2023**Job ID**: · - 37438** ...

  • deVere Group London

    Financial Advisor

    2 weeks ago


    deVere Group London London, United Kingdom

    We are expanding our European footprint and seeking self-motivated, entrepreneurial thinking Wealth Managers to join our team. · If you are an experienced Financial Advisor seeking to maximise your income and skillset whilst ensuring you have a global support and training platfor ...

  • Financial Divisions (City) LLP

    Financial Advisor

    3 weeks ago


    Financial Divisions (City) LLP London, United Kingdom

    My client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to ...

  • Elringtons Ltd.

    Financial Advisor

    3 weeks ago


    Elringtons Ltd. London, United Kingdom

    This well established and highly regarded London based practice is seeking a new adviser to join their team; ideally coming with a small amount of business, you will be expected to take the overspill from the Practice Principal, as he now has too much businessto handle. The pract ...

  • Folio Financial Services

    Financial Advisor

    2 weeks ago


    Folio Financial Services London, United Kingdom

    **Salary**: £35,000.00-£45,000.00 per year · Schedule: · - Monday to Friday · Supplemental pay types: · - Bonus scheme · - Performance bonus · **Experience**: · - Financial planning: 1 year (preferred) · Work Location: In person ...


  • Placing Faces London, United Kingdom

    **Title: Independent Financial Advisor** · **Salary: OTE of £100k** · **Location: London** · We are working with a well-established independent wealth management company providing financial advice to the South of England. The company operates with a self-employed structure, and t ...


  • OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £90,000 - £117,800- £90,000 - £117,800**Job grade**: · - SCS Pay Band 1- Please insert relevant band**Contract type**: · - Permanent**Business area**: · - OFGEM - Analysis and Assurance**Type of role**: · - Corporate Finance ...


  • WC Ltd London, United Kingdom

    WorldNet Consultants are actively hiring Senior Independent Financial Advisors for positions in _**Spain, Portugal, Malta and Cyprus**_ · The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd is a boutique-style recruitme ...


  • bp London, United Kingdom

    **Job Profile Summary** · **An exciting new opportunity has arisen for a Commercial & Financial Advisor to join us.** · **Role Synopsis**: · The Financial and Commercial Advisor will be responsible for managing the existing Solar portfolio as well as supporting the execution of t ...


  • Mercer London, United Kingdom

    **Senior Financial Advisor - City, London - remote/flexible working available** · **What can you expect**: · - Based in our London offices with the opportunity to work remotely, you will develop and learn from working in a team of highly qualified people · - You will be responsib ...

  • Quilter Financial Planning

    Financial Advisor

    3 weeks ago


    Quilter Financial Planning london, United Kingdom

    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 you come from an independent or a banking background who is frustrated ...

  • Finlink Ltd

    Financial Advisor

    3 weeks ago


    Finlink Ltd London (Greater), United Kingdom Part time, Full time

    Financial Advisor, London · Hybrid · Self-employed (employed available for those with client banks) · This role is suitable for experienced advisors who either have a client bank or lead source and are looking to go down the self-employed route. You can work wherever suits you an ...

  • Quilter Financial Planning

    Financial Advisor

    4 days ago


    Quilter Financial Planning London, United Kingdom

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** · 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 you ...

  • GCB Recruitment

    Financial Advisor

    2 weeks ago


    GCB Recruitment London, United Kingdom Full time

    Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK. Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial ...

  • Vision-FS Recruitment

    Financial Advisor

    3 weeks ago


    Vision-FS Recruitment United Kingdom £150,000 - £200,000

    Financial Advisor / Independent Financial Advisor · Location: Nationwide Roles · Minimum Requirements: Level 4 Diploma in Regulated Financial Planning · Salary: OTE £150k-£200k · Un-Capped Earnings Potential · YOUR NEW COMPANY · A boutique Financial Planning business seeks ...

  • Integrity Talent Solutions

    Financial Advisor

    4 days ago


    Integrity Talent Solutions United Kingdom

    Financial Advisor (Investment Sales) · Location: Fully Remote (Head Office in London) · Salary: £65k basic + Commission (OTE £150k-350k+) · The Opportunity: · The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying an ...

  • Oasis Crescent

    Financial Advisor

    3 weeks ago


    Oasis Crescent london, United Kingdom

    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 clients while providing ...


  • MCS Group London, United Kingdom

    MCS Group is delighted to be partnering with an independent financial advisory firm who are seeking to recruit Independent Financial Advisers for their remote-based team. · This role would suit an experienced IFA with a client bank, looking for a fantastic opportunity that offers ...


  • OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £56,000 - £82,820- London £60,000 - £82,820 / Glasgow or Cardiff £56,000 - £76,962**Job grade**: · - Grade 6- Level 3**Contract type**: · - Permanent**Business area**: · - OFGEM - Retail**Type of role**: · - Analytical · - Fi ...


  • deverellsmith London, United Kingdom

    **Are you a qualified UK Financial Adviser looking for an opportunity with a leading brand?** · My client are a leading regulated UK Financial Advice Firm who are planning to grow considerably in 2023. · This role will be best suited for individuals who are established financial ...