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Trainee Financial Advisor
1 week ago
The Progress Shed Swindon, United Kingdom**The Role** · Our client is seeking a valued member of the Financial Team. Responsible for everything you would expect of someone on a path to eventually becoming a Financial Planner you will be providing first class administration support while learning how to provide clients w ...
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Financial Advisor
1 day ago
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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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
1 week ago
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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Trainee Financial Advisor
1 week ago
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
Resource Matters Ltd Abingdon, United Kingdom**Basic Up to £75k + Package + flexible working + Paraplanning + Full clients & lead generation** · Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor. Our client provides regulated holistic financial pl ...
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Financial Advisor Employed
1 week ago
Aspire Executive Search Newbury, United Kingdom**Financial Planner Basic up £70,000, Newbury Bonus and outstanding Bonus and Benefits** · Are you an experienced Financial Advisor seeking a more supported role? · Are you more motivated by Clients than by targets, then I'd love to hear from you. · This is a fantastic opportunit ...
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Financial Advisor
1 week ago
IDEX Consulting Ltd Oxfordshire, United KingdomJob Description Financial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits · I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas.. · The role will give you auton ...
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Financial Advisor
1 week ago
IDEX Consulting Ltd Oxfordshire, United KingdomFinancial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas..The role will come with a core book of clients and ...
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Financial Advisor
1 week ago
The Burford Recruitment Company Ltd Witney, United Kingdom Part time, Full timeHybrid role, 1 day per week in the office · * Competitive bonus scheme · * Opportunity to have input into to future of the business · * Small, collaborative team · An independent financial planning firm located in Witney, Oxfordshire, are seeking a motivated and experienced Finan ...
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Financial Advisor
1 week ago
IDEX Consulting Ltd oxfordshire, United Kingdom Full timeJob DescriptionFinancial Advisor Oxford / Wokingham areas c. £70k + defined bonus + Superb benefits · I am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Oxford and surrounding areas.. · The role will come with a core ...
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Financial Adviser
2 days ago
Premier Jobs UK Limited Swindon, United Kingdom Full timeAre you a highly experienced Financial Advisor near Swindon, 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 indust ...
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Collection Advisors
1 week ago
Thames Water Utilites Swindon, United Kingdom**Financial Customer Care 'Find out more' Event** · New Year, New Career · If you are thinking about a change of career in 2023 and have a passion for customer service, please join our virtual event on **Friday 16th December** between **10.30 am to 12.00 pm** to find out more abo ...
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Group Financial Controller
5 days ago
Reed Finance Swindon, United KingdomReed Finance are working with a listed company based in Swindon recruiting for a Group Financial Controller to join them on a 12 month fixed term contract to provide maternity cover. · - **Salary £80,000-£100,000 + car allowance + bonus**: · - **Hybrid working** · Reporting to th ...
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Customer Service Advisor
1 week ago
Frankly Recruitment Swindon, United KingdomCustomer Services Advisor · Salary is £21,100. · 25 days' holiday plus 5% bonus dependent on company and personal performance · Hours are 7.5 plus 1 hour for lunch /day between 8am and 9pm Monday to Friday. Sat/Sun 9-5 with 30 mins for lunch and a day off in lieu · **Objective** ...
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Senior Contract Services Advisor
1 week ago
Openwork UK Ltd Swindon, United KingdomAt the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it's our shared history, our DNA. Whether you are ...
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Customer Service Advisor
4 days ago
PanelCraft UK Ltd Swindon, United Kingdom**Customer Service Advisor** · **Responsibilities** · - Act as the company's first point of contact, ensuring customer information is accurate - build and develop relationships with new and existing Customers to create a positive Customer experience · - Liaise with Colleagues to ...
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Customer Service Advisor
3 days ago
Thames Water Utilities Ltd Swindon, United KingdomWe're looking for enthusiastic people with a passion for helping others to join our First Contact Resolution team based at Walnut Court in Swindon as a **Customer Advisor**. · **What you'll be doing** · As a **Customer Advisor **working in our **customer-centric contact centre,** ...
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Customer Advisor
1 week ago
Thames Water Utilites Swindon, United KingdomWe're looking for enthusiastic people with a passion for helping others to join our First Contact Resolution team based at Walnut Court in Swindon as a **Customer Advisor**. · **What you'll be doing** · As a** Customer Advisor **working in our** customer-centric contact centre,** ...
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Senior Counsel
2 days ago
Lorien Swindon, United KingdomSenior Counsel / Senior Lawyer - Financial Services - can be based anywhere in the UK with travel to site once per month minimum · Our client is one of the UK's leading Financial Services organisations currently seeking a Senior Counsel / Lawyer to join their Retail Legal team. · ...
Independent Financial Advisor - Swindon, United Kingdom - Resource Matters Ltd
Description
Resource 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 fees and you will benefit from ongoing lead generation.
The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants.
Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning.
It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure.
The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin & Paraplanning support and full lead generation.
Your Qualifications For The Independent Financial Advisor RoleLevel 4 qualified - Diploma in Financial Planning/Regulated Financial Planning
Detailed knowledge of Investments, tax planning and Defined Contribution pensions.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
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