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Financial Adviser
2 days ago
Ortus PSR Guildford, United KingdomAre you = client-focused Financial Adviser seeking a rewarding career move? We have an exciting opportunity for a skilled individual to join our dynamic team and inherit a robust book of clients working for a directly authorised advisory firm. · The existing Adviser is retiring s ...
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Financial Adviser
5 days ago
Cameron James Bletchingley, United KingdomOur Clients are a Surrey based firm of Independent Financial Advisers that have been established for many years. · They provide holistic financial planning and asset management for both Private Investors and Corporate Clients and have over the years established a reputation for d ...
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Financial Adviser
3 days ago
Jigsaw Recruitment Crawley, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Crawley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Crawley and the ...
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Financial Adviser
2 days ago
Jigsaw Recruitment Crawley, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Crawley · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Crawley an ...
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Financial Adviser
3 days ago
Jigsaw Recruitment Crawley, United KingdomJob Reference: · - Date Posted: 23 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Crawley · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · Financial Adviser: Home based position covering Crawley an ...
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Financial Adviser
5 days ago
Financial Divisions West Sussex, United KingdomEstablished close to 20 years ago, my Client, an independent firm of Financial Advisers are looking to recruit an experienced and ideally Chartered Financial Planner to take over an existing book of very well-developed Clients allowing the Director to becomemore involved in the r ...
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Financial Adviser
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Premier Jobs UK Limited Weybridge, United Kingdom Full timeThis employed Financial Adviser job in Weybridge provides the opportunity to takeover an existing client bank £10m+. · As a Financial Adviser, you will be taking over the responsibility of managing the client's financial planning and maintaining a strong ongoing relationship. You ...
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Financial Adviser
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IDEX Consulting Ltd Horsham, United KingdomExcellent career opportunity for a dynamic, client focused Financial Adviser with access to HNW clients. · About our client · A wealth advisory firm require a Financial Adviser to develop and service existing HNW clients. · My client has ambitious plans of becoming a top UK Wealt ...
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Financial Adviser
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Clark James Recruitment Caterham, United KingdomClark James Recruitment are working with a leading Financial Services business to recruit a Financial Adviser to compliment the existing team. · No previous experience within Financial Services is required, out client will provide full training, guidance and structured support. · ...
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Financial Adviser
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Ortus PSR South East, United KingdomWe are looking for a Financial Adviser with experience in developing and managing a mature client book. · As a financial planner, you will be responsible for providing expert financial advice to our clients on a broad spectrum of advice, including complex retirement and inheritan ...
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Financial Adviser
2 days ago
Jigsaw Recruitment Croydon, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Croydon · - Salary: £24,000 to £45,000 · - Bonus/Benefits: Uncapped Bonuses, Award Winning Training, Fully Expensed Company Car, · - Sector: Financial Services, Insurance, Sales · - ...
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Financial Adviser
1 week ago
Jigsaw Recruitment Croydon, United KingdomJob Reference: · - Date Posted: 10 June 2023 · - Recruiter: Jigsaw Recruitment · - Location: Croydon · - Salary: £24,000 to £45,000 · - Bonus/Benefits: Uncapped Bonuses, Award Winning Training, Fully Expensed Company Car, · - Sector: Financial Services, Insurance, Sales · - Job ...
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Financial Adviser
3 days ago
Ortus PSR Croydon, United KingdomAre you a driven and client-focused financial professional looking for an exciting opportunity? We invite you to become a part of a Leading IFA's team as an Independent Financial Adviser. In this role, you will have the chance to not only service and expand an existing client por ...
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Financial Adviser
3 days ago
Jigsaw Recruitment Croydon, United KingdomJob Reference: · - Date Posted: 23 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Croydon · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · Financial Adviser: Home based position covering South Croy ...
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Financial Adviser
3 days ago
Jigsaw Recruitment Croydon, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Croydon · - Salary: £24,000 to £45,000 · - Bonus/Benefits: Uncapped Bonuses, Award Winning Training, Fully Expensed Company Car, · - Sector: Financial Services, Insurance, Sales · - Job T ...
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Financial Adviser
1 week ago
Financial Divisions Oxted, United KingdomFollowing a huge increase in Business, my client, an independent firm of Financial Advisers providing full market advice are looking to offer this opportunity to a Diploma Qualified Adviser close to gaining Chartered Status. With Clients based in Surrey,Sussex and London, my clie ...
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Financial Adviser
1 week ago
Financial Divisions London, United Kingdom**Financial Adviser to manage circa £500k of recurring fee income** · Our client is one of the leading independent Chartered Wealth Management firms in London. Having worked closely with them for nearly 7 years, we have seen the consistently grow organically year on year. The boa ...
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Financial Adviser
4 days ago
Jigsaw Recruitment Maidenhead, United KingdomJob Reference: · - Date Posted: 19 April 2023 · - Recruiter: Jigsaw Recruitment · - Location: Maidenhead · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Maidenhead, Berkshire area£4 ...
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Financial Adviser
2 days ago
Jigsaw Recruitment Maidenhead, United KingdomJob Reference: · - Date Posted: 24 February 2023 · - Recruiter: Jigsaw Recruitment · - Location: Maidenhead · - Salary: £24,000 to £45,000 · - Sector: Financial Services · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Covering Maidenhead, Berkshire are ...
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Financial Adviser
3 days ago
Jigsaw Recruitment Hackney, United KingdomJob Reference: · - Date Posted: 17 May 2023 · - Recruiter: Jigsaw Recruitment · - Location: Hackney · - Salary: £24,000 to £45,000 · - Sector: Financial Services, Insurance, Sales · - Job Type: Permanent · - Contact: Gavin Meakings · **Financial Adviser: Home based position cove ...
Administrator - Independent Financial Adviser (Ifa) - Dorking, Surrey, United Kingdom - Artemis Recruitment Consultants Ltd
Description
This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Dorking - Artemis Recruitment Consultants Financial ServicesWorking in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission.
Client communications and client related communications require to be recorded on the client's file in line with company policy in clear and intelligible English.
Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client' and company policy and ensure all the required compliance documentation is present and correct.
Working with the Financial Adviser you will discuss the client's objectives, identifying and obtaining the information necessary to compile the financial report.
Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary.Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required.
You may at times be required to assist and provide support with administrative functions, for example:new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
Understanding of the Financial Planning processGood report writing skills
Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
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