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Financial Advisor
5 days ago
Southcote Financial Limited West Midlands, United KingdomWe're looking for a **fully qualified Financial Advisor (Ideally Chartered or working towards this designation)** to join our growing team on a **self-employed or employed basis**. · **You should be passionate, adaptable, love working with people and constantly looking to learn.* ...
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Financial Advisor
3 days ago
Alexander Mann Solutions (AMS) Birmingham, United Kingdom**Job description - summary** · Alexander Mann Solutions are recruiting Financial Health Customer Advisors to join our well-known financial client in Birmingham. · - We'll look to you to deliver successful outcomes for your customers who are experiencing financial difficulties by ...
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Financial Advisor
2 days ago
Ask Recruiting Limited Cheltenham, United Kingdom Full timeFinancial Advisor - Trainee · Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham. · They are looking for professional people who can develop into a role and ...
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Financial Advisor
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Yoke for CWS (AMS) Birmingham, United KingdomJoin us as a Customer Service & Operations Analyst in our Financial Health & Support team · - We'll look to you to deliver successful outcomes for your customers who are experiencing financial difficulties by investigating their queries and understanding their needs · - You'll be ...
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Financial Sales Advisor
4 days ago
Switch Recruitment Worcester, 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 Services Advisor
3 days ago
Brookson Coventry, United Kingdom**Job Title**: Financial Services Advisor - Protection · **Location**: Coventry (CV5) · **Working Hours**: Hybrid/Flexible working hours a week · **Salary**:£25,000 - £30,000 depending on experience plus uncapped commission · Brookson is recruiting for a Financial Services Adviso ...
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Financial Services Advisor
1 week ago
Brookson Group Coventry, United Kingdom**Job Title**:Financial Services Advisor - Protection · **Location**: Coventry (CV5 6SP) · **Working Hours**: Hybrid/Flexible working hours a week · **Salary**:£25,000 - £30,000 depending on experience plus uncapped commission · Brookson is recruiting for a Protection Advisor to ...
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Trainee Financial Advisor
1 week ago
Dunham McCarthy Ltd Stafford, United Kingdom**Intelligent, Enthusiastic, Conscientious & Driven ?** · **A bright future awaits you at the Dunham McCarthy Group** · We have an exciting opportunity within our Legal and Financial Services team in Penkridge. This is a fantastic opportunity to join The Dunham McCarthy Group, a ...
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Trainee Financial Advisor
4 days ago
Dunham McCarthy Ltd Stafford, United Kingdom**Intelligent, Enthusiastic, Conscientious & Driven ?** · **A bright future awaits you at the Dunham McCarthy Group** · We have an exciting opportunity within our Legal and Financial Services team in stafford. This is a fantastic opportunity to join The Dunham McCarthy Group, a s ...
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Financial/personal Wealth Advisor
1 week ago
eFinancialCareers Birmingham, United KingdomOur client, a leading investment and asset management business is recruiting for Financial Advisors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoing organic growthand development across ...
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Client Financial Services Advisor
1 week ago
TMPW (HP) for Birmingham City Council Birmingham, United Kingdom**Client Financial Services Advisor** · **GR4 £30,151- £37,261** · **36.5 hours per week** · **Permanent** · Birmingham City Council's Appointee & Court Deputy Service is the Corporate Acting Body responsible for overseeing the management and protection of the financial assets of ...
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Financial Services Advisor- Protection
1 week ago
Brookson Coventry, United Kingdom**Job Title**:Financial Services Advisor - Protection · **Location**: Coventry (CV5 6SP) · **Working Hours**: Hybrid/Flexible working hours a week · **Salary**:£25,000 - £30,000 depending on experience plus uncapped commission · Brookson is recruiting for a Financial Services Adv ...
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Financial Advisor
1 week ago
Hoxton Capital Management Dudley, United KingdomJob Description · Overview: · We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contr ...
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Financial Advisor
2 days ago
Hoxton Capital Management Dudley, West Midlands, United KingdomOverview: · Skills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today. · We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsib ...
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Financial Advisor
3 hours ago
GCB Recruitment Brierley Hill, United Kingdom Part time, Full timeOur 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 ...
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Financial Advisor
1 week ago
Independent Resourcing Consultancy Ltd Birmingham, United KingdomMy client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall succe ...
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Financial Advisor
2 days ago
Independent Resourcing Consultancy Ltd Birmingham, United Kingdom Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall ...
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Financial Advisor
1 week ago
The Job Guru Birmingham, United Kingdom Part time, Full timeThis is a remote position. · Established Independent Financial Adviser (self employed) · 100% Remote · Low Fees · Full support · Are you an existing Independent Financial adviser who is fed up with paying fees of 20% or more? · Would you like to be part of a network that gives yo ...
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Independent Financial Advisor
1 week ago
LKA Recruitment Brierley Hill, United Kingdom Part time, Full timeAs an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. You will operate on a self-employed basis, offering you the flexibility to manage your schedule and build your own client base ...
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Accounts Manager
1 week ago
Spencer Clarke Group Bromsgrove, United KingdomIf you're searching for a rewarding and fulfilling career opportunity, look no further. Spencer Clarke Group are working alongsidean accountancy practiceinBromsgroveto appoint a talentedAccounts Managerona permanentbasis. · AsAccounts Manager, you'll play a vital role inmanaging ...
Trainee Financial Advisor - Bromsgrove, Worcestershire, United Kingdom - AFH Wealth Management
Description
Independent Financial Adviser - Desk BasedAFH Wealth Management is proud to be one of the UK's leading independent financial advisory and wealth management firms.
If you are determined to succeed and eager to take on new challenges, you'll find a variety of exciting career opportunities at AFH.
This role may appeal to a diploma qualified adviser that enjoys maintaining and building client relationships, identifying shortfalls and new need areas, without having the responsibility for writing new business themselves.
Conduct in-depth annual reviews of clients' financial circumstances reviewing the clients' current arrangements and identifying future aims, objectives and new business opportunities
Ensure that the quality of all client files and ongoing service opportunities are up to date and adhere to regulatory and organisational standards for compliance and T&C.
Meet the regulatory aspects of the role, e.g., Develop and maintain an understanding of the AFH Financial Group's strategy and core values.
At all times to represent the AFH brand in a professional and courteous manner.
Diploma in Regulated Financial Planning, QCA Level 4 (or FCA approved equivalent) as a minimum qualification and to maintain certified status in accordance with the FCA regulations.
Well presented, articulate, and dedicated to doing the right thing for our clients, with excellent IT skills and embracive of the new virtual/digital ways to communicate with Clients
Flexible working & holidays - Enjoy flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme with Royal London as well as death-in-service benefit.
Bonus scheme - All AFH employees are offered a competitive salary and a discretionary annual bonus, following completion of a year's service.
Claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits.
Professional development - We are committed to helping you reach your potential by offering tailored learning and development programmes to pursue your career goals.
Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.