- Always Having a positive attitude
- Good written / oral communication skills
- The ability to take on and understand the environment we operate in, and the issues this raises
- General IT skills
- Ability to write suitability and annual review reports
- Previous telephone advice experience is desired
- Previous use of Intelligent Office is desired
- RQF level 4 Diploma in Financial Planning from the CII.
Benefits- Salary to £50,000
- Excellent achievable bonus structure from start
- Ample clients to go around, clients will have up to 250K and will come from the field Advisors and from acquisition
- Paraplanning will be provided for the complex cases and there are templates for the more simple transactions. You will do your own admin, so IT literate
- 10+ meetings per week on the phone/video (you can do more), so around 40+ a month
- They have good onboarding and training, so that you can hit the ground running
-
Financial Adviser
2 days ago
Jigsaw Recruitment Eastbourne, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Eastbourne · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Eastbou ...
-
Financial Adviser
3 days ago
Jigsaw Recruitment Eastbourne, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Eastbourne · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Eastbourne, ...
-
Financial Adviser
1 week ago
Jigsaw Recruitment Eastbourne, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Eastbourne · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Eastbourne, ...
-
Financial Sales Adviser
5 days ago
Jigsaw Recruitment East Sussex, United KingdomApply · **Financial Sales Adviser - Crawley, East Sussex**: £25,000 to £45,000Jigsaw Recruitment are recruiting self motivated and target individuals to join their growing team based in the Crawley, East Sussex area. · **Sales Adviser Role**: · Reporting to the area manager you w ...
-
Financial Sales Adviser
3 days ago
Jigsaw Recruitment Eastbourne, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Eastbourne · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Insurance Adviser: Eastbourne, East Suss ...
-
Financial Sales Adviser
1 week ago
Jigsaw Recruitment Eastbourne, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Eastbourne · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Insurance Adviser: Eastbourne, East Sus ...
-
Financial Sales Adviser
1 day ago
Jigsaw Recruitment Eastbourne, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Eastbourne · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Insurance Adviser: Eastbourne, East ...
-
Energy and Financial Inclusion Adviser
1 week ago
East Sussex County Council East Sussex, United Kingdom**Organisation**: · - Citizens Advice 1066 · - **Location**: · - Across East Sussex · - **Salary**: · - £26,500 per annum pro rata · - **Closing date**: · - 26/06/2023 · - **Contract type**: · - Permanent · - **Work pattern**: · - Full Time or Part Time · - **Hours**: · - 37 · - ...
-
Independent Financial Adviser
4 days ago
IEP Financial Ltd Hove, United Kingdom**Role Purpose** · Financial advisers provide clients with advice on financial matters, making recommendations on ways to best achieve their objectives. The role involves researching the marketplace and advising clients on the products and services available, ensuring they are aw ...
-
Trainee Financial Adviser
1 week ago
Goldstone Laine Limited Brighton, United KingdomThis opportunity is with a very successful Financial Services business in Rottingdean. They have contacted me as they have a new vacancy for a Trainee Financial Adviser. · If you have passed, or close to it, your Level 4 Diploma qualification and would like to join a company who ...
-
Trainee Financial Adviser
4 days ago
Cranleigh Personnel Brighton, United Kingdom**Job Title : Trainee Financial Planner / Trainee IFA** · **Location · - Brighton** · **Salary - up to £42,000** · Are you a Diploma qualified Paraplanner looking to progress into an advisory role? · If so then we may have the role for you... · Our client is a well established in ...
-
Specialist Financial Adviser
6 days ago
Wesleyan Brighton, United KingdomJoin Wesleyan as a Specialist Financial Adviser and you'll discover a strong, supportive culture that values your personal goals as much as our clients'. And, with no ties to an office, you'll enjoy the freedom to plan your work around your life and manage your schedule effective ...
-
Financial Adviser
4 days ago
IDEX Consulting Brighton, East Sussex, United KingdomA highly regarded, regional IFA based in the South of England are looking to add to their Financial Advice team. Due to exciting growth plans for the rest of 2024 they are looking for a Desk Based Financial Advisor to join the office in Hove. · The role incorporates providing wh ...
-
Trainee Financial Adviser
6 days ago
Antony George Recruitment Glynde, United KingdomJob Title: · Trainee Financial Advisor · About the Client: · Our client, gives caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement. · For over 25 years, they've offered their clients straigh ...
-
Trainee Financial Adviser
6 days ago
Antony George Recruitment Glynde, United KingdomJob Description · Job Title: · Trainee Financial Advisor · About the Client: · Our client, gives caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement. · For over 25 years, they've offered the ...
-
Trainee Financial Adviser
6 days ago
Antony George Recruitment Glynde, East Sussex, United KingdomJob Title: Trainee Financial Advisor About the Client:Our client, gives caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement. For over 25 years, they've offered their clients straightforward and ...
-
Servicing Financial Adviser
1 week ago
Artemis Recruitment Consultants Ltd Tunbridge Wells, Kent, United KingdomFinancial Adviser - Tunbridge Wells - Artemis Recruitment Consultants Financial Services · Financial Adviser - Tunbridge Wells · Financial Adviser - Tunbridge Wells · Our client is looking to welcome a Financial Adviser into their team in Tunbridge Wells, to advise clients as ...
-
Financial Planner
4 days ago
Financial Divisions East Sussex, United Kingdom**Financial Planner - Near Crawley (Sussex), manage a book of 170 clients which generates £420k in recurring income, £60k - £75k basic salary + commissions** · My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business an ...
-
Paraplanner
5 days ago
CAPIO RECRUITMENT LIMITED Eastbourne, United Kingdom**Job Title: Paraplanner** · **Location: Eastbourne** · **Salary: £30,000 - £40,000** · **The Company**: · We are working on a brand-new position with an Independent Financial Planning business in East Sussex who are searching to add an additional member to the Paraplanning depar ...
-
Senior Financial Administration
4 days ago
Financial Divisions East Sussex, United KingdomAre you an experienced Financial Administrator · Living in the South East · Looking for Flexible Work from Home · Our client is the financial planning arm of well established, highly respected and recognised Chartered Accountancy firm based in the Sussex area, established several ...
Financial Adviser - East Sussex, United Kingdom - CFP JOBS
Description
Desk Based Financial Adviser - HoveOur client has developed a new advice solution for clients that have simpler needs and do not need to have a comprehensive financial planning relationship. Harnessing technology and operational efficiencies they can deliver a high-quality advice service to clients through telephone or video conferencing and fulfil our requirements through Consumer Duty.This role is to provide advice to new and existing clients on their financial planning needs. To drive new business from existing clients and acquisitions and migrate clients to our central investment proposition, where appropriate.
Financial Adviser Requirements
