- You should be a current Financial Advisor with experience of delivering quality client service
- You should have 3+ years financial planning experience
- You must be fully Diploma qualified in financial planning
- This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. Financial Advisor Benefits
- Salary up to £60,000 depending on experience with an uncapped OTE
- Uncapped bonuses
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Fully home based role with some face-to-face client meetings
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Financial Adviser
3 days ago
Premier Jobs UK Limited Market Harborough, United Kingdom Full timeThis Financial Advisor job in the Midlands provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. · The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture. · This ...
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Financial Adviser
1 week ago
Recruit UK Coventry, United Kingdom**Job Title**: Financial Adviser · **Industry**: Financial Advice · **Location**: West Midlands · **Salary**: £40,000 - £60,000 · **Reference Number**: 7432 · Recruit UK are representing a Wealth Management company in Coventry who are seeking an additional Financial Adviser to jo ...
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Financial Adviser
4 days ago
GCB Recruitment Coventry, United KingdomOur client, a well-established Financial Planning firm based in Coventry, is looking to recruit an experienced Independent Financial Adviser to join their ever-growing team. The position is available due to the expansion of the business as part of its ongoingsuccess as a firm. · ...
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Financial Adviser
5 days ago
Golden Oak Wealth Management Stamford, United Kingdom_**Financial Adviser**_ · We are a well-established, family owned firm looking to recruit an experienced Financial Adviser, who is proficient in providing financial advice on pensions, investments, protection and inheritance tax planning. Our clients typically have complex planni ...
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Financial Adviser
3 days ago
James Phillip Financial Recruitment Coventry, United KingdomExcellent opportunity for an experienced financial planner to join a unique practice. · Employed position in a company that offer financial advice to a large client base, they are now looking for an IFA to join their team to manage and grow an established book of clients. · An op ...
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Financial Adviser
1 day ago
Premier Jobs UK Limited Warwick, United Kingdom Full timeAre you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? · This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the ind ...
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Trainee Financial Adviser
1 day ago
CAPIO RECRUITMENT LIMITED Northampton, United Kingdom**Job Title: Trainee Financial Adviser** · **Salary: £40,000 - £50,000** · **Location: Northampton** · A developing independent, Chartered Financial Planning firm is looking to grow their team with an ambitious trainee financial adviser. This opportunity will be working closely w ...
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Trainee Financial Adviser
5 days ago
Cranleigh Personnel Casterton, United Kingdom**Trainee Financial Adviser / Trainee Financial Planner** · **Based Great Casterton, Lincolnshire** · **Hours 9am-5pm** · **Based salary £33,000 - £40,000 depending upon experience** · **Are you looking to become a Financial Adviser?** · - Do you feel frustrated in your current r ...
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Independent Financial Adviser
1 week ago
AFH Financial Group Leamington Spa, United Kingdom**Independent Financial Adviser** · At AFH, as we grow, we're looking for like-minded financial advisers to join us supporting clients across the West Midlands. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employ ...
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Trainee Financial Adviser
4 days ago
Goodacre UK Leicester, United KingdomStockbroking business based in the East Midlands is looking to hire a trainee financial adviser. · Initially, the successful applicant will work in the settlements area to support post trade activities and become trained in the disciplines of offering financial advice. ...
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Independent Financial Adviser
1 day ago
AFH Financial Group Leicestershire, United Kingdom**Independent Financial Adviser - Rutland** · At AFH, as we grow, we're looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. · In this role, you wi ...
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Independent Financial Adviser
1 week ago
TC-Group Peterborough, United KingdomJob Advert · **Independent Financial Adviser - Peterborough** · We are TC Group, ranked as a top 25 accountancy firm in the UK, as well as being the fastest-growing top 40 firm, we're business advisors and accountants. With over 30 years of experience, we've honed our skills and ...
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Trainee Financial Adviser
1 week ago
Capio Recruitment Northampton, United Kingdom**Job Title: Trainee Financial Adviser** · **Salary: £40,000 - £50,000** · **Location: Northampton** · A developing independent, Chartered Financial Planning firm is looking to grow their team with an ambitious trainee financial adviser. This opportunity will be working closely w ...
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CleverHR Northampton, United Kingdom**Financial Adviser Administrator, Northampton** · **Salary £28,000p.a to £32,000p.a. depending on experience + benefits** · We are delighted to be working with this well established Chartered firm of financial planners who now have an opportunity for an Administrator to join the ...
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Financial Adviser
5 days ago
Heat Recruitment Ltd Northamptonshire, United KingdomSelf-Employed Financial Adviser · Are you an experienced financial adviser looking for a unique opportunity to manage your own client book while benefiting from an established support system? We are currently seeking self-employed advisers to join the team and enjoy the freedom ...
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Financial Adviser
1 week ago
Mattioli Woods Group Leicester, United KingdomWe are recruiting for several qualified and experienced wealth management financial advisers to join our teams in Leicester,on a full-time, permanent basis. · Reporting to a Team Director, the successful candidates will provide a proactive, personal, and holistic financial plann ...
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Financial Adviser
1 day ago
GCB Recruitment Leicester, United KingdomAre you an experienced Financial Advisor seeking a new opportunity where hybrid working is an option? · Our clients are a leading and well-established Financial Planners based in the Leicester area, and are currently looking for a Financial Advisor to join their team due to busi ...
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Financial Adviser
1 week ago
MAZARS LIMITED Milton Keynes, Buckinghamshire, United KingdomFinancial Planning Administrator - Private Client · Are you looking to develop your knowledge in business administration? Marta Pine, Operations Associate Director, Private Client Support). · To provide seamless, effective and proactive administrative support to our Private Cli ...
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Independent Financial Adviser
5 days ago
Heat Recruitment Ltd Hinckley, United Kingdom Permanent, Full timeJob Title: Financial Adviser · Job Type: Self-Employed · About the business: · This role is with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Their expertise spans various ...
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Independent Financial Adviser
1 week ago
Heat Recruitment Ltd Packington, Leicestershire, United KingdomJob Title - Independent Financial Adviser Location - Meriden, UK (flexi/remote for advisers within the West Midlands) Salary - dependent on experience / qualifications + bonus We are working with a well-established and reputable financial advisory firm in the West Midlands with a ...
Financial Adviser - Harborough, Leicestershire, United Kingdom - Premier Jobs UK
Description
This Financial Advisor job in the Midlands provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Often the inherited client banks have rich levels of new business opportunity.To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors
The support includes:
appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system.
The business utilises home working with majority of advice provided via video or telephone.
During the transition of clients, there may be need to be in their local office to facilitate a smooth handover.
Financial Advisor Requirements