- of authority
- meeting packs
- administrative support to Financial Planners
- liaison
- providers
- management
- management
- finds
- up to £30,000
- days annual leave
- Christmas closure with no need to use annual leave
- remote - only required to attend the office 1 day a week
- medical insurance
- experience within a wealth management firm
- in completing Level 4 Diploma
- communication skills - both written and verbal
- to work independently and as a team
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Financial Advisor
1 week ago
Ortus PSR Bristol, United KingdomLooking for self-employed Advisors to service and develop a book of business. You will be working with a practice with over 30 staff with back office support built into the offering. Once you are writing over £120,000 a year you get full Paraplanning support · Financial Advisors ...
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Switch Recruitment Bristol, 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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Integrity Resource Solutions Bristol, United Kingdom**Financial Advisor (Non Diploma)** · **Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote** · **Locations: Bristol** · **The Company** · A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involve ...
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Independent Financial Advisor
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PB Recruitment Consultants Bristol, United Kingdom**A well-established multi-office, award winning, Financial Planning Practice, is currently seeking a forward thinking Employed Independent Financial Advisor to service an existing client bank and expand the client base moving forward** · **A very competitive negotiable package i ...
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Reed Insurance Ashley, United KingdomFinancial Advisor · Self-employed - Guarantee for the first 12 months · Location - London / South coast · Our client a forward-thinking innovative IFA are looking for experienced advisors to join them on a permanent basis due to continued growth. · About our client: · Family-owne ...
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Chilvester Financial Chippenham, United Kingdom**Financial Advisor** · Chilvester Financial are looking for a qualified office based Financial Advisor. In this role you will be expected to independently investigate any changes in our clients' circumstances that could impact their financial future and, with oversight and suppo ...
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Financial Advisor
1 week ago
Vision-FS Recruitment Cardiff, United Kingdom**Financial Advisor | Independent Financial Advisor** · **£50,000 - £85,000 | Un-Capped Bonus** · **Client Book Provided** · **Cardiff| Surrounding area** · **YOUR NEW COMPANY** · An exciting opportunity has become available with a Financial Advice business who are growing its na ...
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Financial Advisor
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Ramsay & White LTD Bath, United Kingdom**Financial Adviser** · Ramsay & White Wealth Management is a leading financial planning firm based in Bath. We are currently seeking a Financial Adviser to join our team, with a focus on providing expert advice on pensions, investments, and retirement planning to our clients. · ...
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Financial Advisor
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Integrity Resource Solutions Barry, United Kingdom**Financial Advisor (Non Diploma)** · **Salary: £24,000 Basic (£30-50K OTE Year1), Homebased/Remote** · **Locations: Barry** · **The Company** · A Global Financial Services Organisation is currently recruiting for Financial Advisors to join their existing team. The role involves ...
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Financial Advisor
4 days ago
Clayton Davies Bristol, United KingdomOur client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. · Ready to apply Before you do, make sure to read all the details pertaining to this job in the description below. ...
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Financial Advisor
1 day ago
Recruit UK Corsham, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial Planning · **Location**:Wiltshire · **Salary**: Self Employed · **Job Reference**:7596 · Recruit UK is working on an excellent opportunity for a Financial Adviser Wiltshire to join a Financial Planning firm. · Our client ...
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Financial Advisor
6 days ago
Integrity Resource Solutions Barry, United KingdomMy client is a well-established Financial Services firm offering families Financial Advice across the United Kingdom, are seeking a full time Financial Adviser to join the business to cover the Barry, Rhondda Valley areas. · The business has worked with families for generations, ...
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Financial Advisor
1 week ago
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Trainee Financial Advisor
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Chilvester Financial Chippenham, United Kingdom**Trainee Financial Advisor** · Chilvester Financial are looking for a (Graduate) Trainee office-based Financial Advisor. In this role you will be working closely with our existing client bank, following guidance from our Senior Financial Planners & Financial advisers. You will b ...
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Independent Financial Advisor
1 week ago
Independent Resourcing Consultancy Cardiff, United Kingdom**Independent Financial Advisor**: · - Job Reference: · - Date Posted: 25 April 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Cardiff / Swansea · - Remote Working: Some remote working possible · - Salary: On Application · - Bonus/Benefits: Negotiable DOE · ...
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Independent Financial Advisor
1 week ago
Vision-FS Recruitment Bristol (City Centre), United Kingdom Part time, Full timeFinancial Advisor | Independent Financial Advisor · £50,000 - £150,000 | Un-Capped Earnings · Clients + Leads Provided · Bristol| Surrounding Area's · Level 4 Diploma | CF30 Financial Advisor · YOUR NEW COMPANY · This is an award-winning UK Financial Advisor | Wealth Manager whic ...
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Trainee Financial Advisor
6 days ago
Idex Bristol, United KingdomAre you looking to kickstart your career as a Financial Planner? Do you already hold the Level 4 Qualification? Is so, read on · I am working with an IFA business in Bristol who are seeking a Trainee Advisor who will get the opportunity to work alongside the founder of the busine ...
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Independent Financial Advisor
3 weeks ago
Resource Matters Ltd Bristol, United KingdomResource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice ...
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Mortgage/Financial Advisor
2 days ago
Cardinal Recruitment Bristol, United Kingdom £80,000 - £100,000This large well established Frendly Society/Insurance Company have a vacancy for a Financial Advisor in BRISTOL and the associated surrounding areas. A person with a successful face to face sales background would be an advantage. Financial Services qualifications are not required ...
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Independent Financial Advisor
5 hours ago
Resource Matters Ltd Newport, United Kingdom**Basic Up to £60k + Package + flexible working + Paraplanning + Full clients & lead generation** · Resource Matters have been retained by this leading IFA & Wealth Manager to recruit an experienced Independent Financial Advisor. Our client provides regulated holistic financial p ...
Ifa Administrator/admin to Financial Advisor - Bristol, United Kingdom - Recruit UK | Certified B Corp™
Description
Job Title:
IFA Administrator (Trainee Financial Adviser)
You could be just the right applicant for this job Read all associated information and make sure to apply.
Industry:
Wealth Management
Location:
Bristol (1 day a week in the office)
Salary:
£28,000 - £30,000
Job reference: 9019
Job Description:
Are you an IFA Administrator with aspirations to become a Financial Planner?
Recruit UK are working with a thriving wealth management firm in Bristol who are looking to bring on an IFA Administrator, who they can train up to become a Financial Planner.
They will provide you with full training in order to become a qualified Financial Planner, as well as funding your Level 4 Diploma in Financial Planner.
Duties will include:
Benefits:
Skills and experience required:
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role.
Our commitment to you:
Start every journey with a conversation to find out about you in-depth.
Provide honest feedback on where you fit in the jobs market.
Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
Take a holistic mindfulness approach - career happiness is rarely just about the money.
Cover the whole of the UK with a local touch through our regional teams.
Never pester you.