Jobs
>
London

    Financial Adviser - London, United Kingdom - Clear IT Recruitment

    Clear IT Recruitment
    Clear IT Recruitment London, United Kingdom

    1 week ago

    Default job background
    Description

    My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.

    We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. IFA experienced in pensions and investments.

    • Proven track record – minimum 3 years
    • A proactive approach to client care, able to take ownership of your work and meet deadlines and targets
    • Able and willing to work with IT, including specialist industry software
    • Have a good understanding of regulation and legislation applicable to an advisory role
    • Experience in attracting and maintaining relationships with high-net-worth clients
    • Able to nurture existing and generate new professional connections
    • Enthusiasm, drive, determination and self-motivation to secure new business
    • A high level of confidence, presentation, and interpersonal skills

    This role demands strong communication skills as the successful candidate will be required to deal with HNW individuals including company Directors, HR and Senior Management as well as professional connections.

    Ideally the successful candidate will be a Chartered Financial Planner however this is not essential

    • They will be expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Annual Allowance, carry forward, LSA and LSDBA etc.
    • The candidate will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism illustrating a strong understanding of the principles of risk, asset allocation and portfolio construction.
    • They will be able to share their knowledge of the investment market with clients and our professional connections, acting as a financial coach and building trust.
    Hybrid working

    • My client provides full dedicated administration and paraplanning support, leading back-office software (Intelliflo, Dynamic Planner, Selecta Pension) and allowing flexibility in how you work.
    • Workplace pension (Aviva)
    • Healthcare (Westfield)
    • generous holiday entitlement
    • inclusive culture promoting employee wellbeing and engagement.
    Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment
  • Page Personnel

    Financial Adviser

    1 week ago

    Page Personnel London, United Kingdom

    This is a chance to join a growing Financial Advisory firm · - This role offers a competitive salary and bonus package. · **About Our Client**: · My client is a modern dynamic financial planning business offering a remote/telephone/video call based service to retail clients acros ...

  • Jigsaw Recruitment

    Financial Adviser

    2 days ago

    Jigsaw Recruitment London, United Kingdom

    Apply · **Financial Adviser**: Home based position covering South East London and the surrounding area£45,000 to £85,000 with excellent benefits that include a company car · Jigsaw Recruitment is pleased to be working with this leading name within the Financial Services industry. ...

  • Cranleigh Personnel

    Financial Adviser

    2 days ago

    Cranleigh Personnel Holborn, United Kingdom

    **Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...

  • Willis Towers Watson

    Financial Adviser

    4 days ago

    Willis Towers Watson London, United Kingdom

    Financial Adviser · - London, GB · April 07, 2023 · **The role** · We are looking for a financial planner to join WTW's Financial Planning Group. You will provide guidance and regulated advice to individuals who are direct clients of WTW, or who are members of some of our largest ...

  • Financial Divisions

    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 ...

  • JDC Professional Recruitment Ltd

    Financial Adviser

    1 week ago

    JDC Professional Recruitment Ltd London, United Kingdom

    **City of London + Hybrid 2 days from home** · **Salary of £50,000 - £55,000 per annum** · **_Are you looking for an opportunity to join an ambitious company, become part of a client-centric team, and help grow the business?_** · You're an experienced Financial Adviser with at le ...

  • Cranleigh Personnel

    Financial Adviser

    1 week ago

    Cranleigh Personnel Holborn, United Kingdom

    **Financial Adviser / Financial Planner** · **Office based: Holborn, London** · **Salary based £45,000 + Bonus** · - Are you a Financial Adviser with 1-3 years' experience who is looking for more autonomy within your role? · - Would you like an established client bank in a wholly ...

  • Artemis Recruitment Consultants Ltd

    Financial Adviser

    1 week ago

    Artemis Recruitment Consultants Ltd London, United Kingdom

    Financial Services · London · 17/02/2023 · Type of Position: Financial Adviser - London · Pay: £60k - £90k OTE · **Financial Adviser - London**: · Our client is looking to welcome a Financial Advisor into their team, who offer expertise across the full spectrum of financial servi ...

  • Foresters Financial

    Financial Adviser

    1 week ago

    Foresters Financial London, United Kingdom

    We have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you s ...

  • Recruitment Solutions (Folkestone)

    Financial Adviser

    1 day ago

    Recruitment Solutions (Folkestone) London, United Kingdom

    **Recruitment Solutions is working exclusively on behalf of a leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, across the South-East and Surrey. It currently requires an experienced Independent Financial Advisor, to develop t ...

  • CFP JOBS

    Trainee Financial Adviser

    1 week ago

    CFP JOBS London, United Kingdom

    **Employed Trainee Independent Financial Adviser** · Our client is a highly established and successful independent financial advisory firm who have significant recognition for the provision of tailored advice. · This is a unique opportunity to join the organisation as a Trainee F ...

  • Recruit UK

    Trainee Financial Adviser

    1 week ago

    Recruit UK London, United Kingdom

    **Job Title: Associate Adviser** · **Location: London** · **Salary: £35,000** · **Job Ref: 7237** · **Job Description: TraineeFinancial Adviser** · Are you looking for a new challenge? Are you wanting to develop your advisory career? Are you looking for an excellent opportunity t ...

  • Clever-HR

    Independent Financial Adviser

    1 week ago

    Clever-HR London, United Kingdom

    Our client, a well-established and successful independent financial advisory firm, are looking for a charismatic and driven Financial Adviser to join their team. · As a result of a period of continued success and growth, the firm are able to provide the successful individual with ...

  • Apollo Private Wealth

    Employed Financial Adviser

    1 week ago

    Apollo Private Wealth London, United Kingdom

    **Your mission**: · Are you an experienced Financial Adviser looking for a quality book of clients to service? · Are you experienced in holistic financial planning? · Do you want to be part of a fast growing, ambitious firm? · As a growing practice we have a substantial book of c ...

  • Goldstone Laine Limited

    Independent Financial Adviser

    1 week ago

    Goldstone Laine Limited London, United Kingdom

    Position available for a Financial Adviser to join an excellent national Chartered IFA company, to service and grow an existing client book. Based from their city office in London. This business has 700 advisers/staff and 42 offices across the UK. · This is an opportunity for an ...

  • Jigsaw Recruitment

    Financial Adviser

    2 days ago

    Jigsaw Recruitment Hackney, United Kingdom

    Job 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 ...

  • Jigsaw Recruitment

    Financial Sales Adviser

    4 days ago

    Jigsaw Recruitment London, United Kingdom

    Apply · **Financial Sales Adviser - South East, London**: £25,000 to £45,000Jigsaw Recruitment are recruiting self motivated and target individuals to join their growing team based in the South East London area. · **Sales Adviser Role**: · Reporting to the area manager you will b ...

  • Department of Health and Social Care

    Financial Policy Adviser

    5 days ago

    Department of Health and Social Care London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £40,025 - £44,043- Leeds: £40,025 / London: £44,043- A Civil Service Pension with an average employer contribution of 27%**Job grade**: · - Senior Executive Officer**Contract type**: · - Permanent · - Loan · - Secondment**Len ...

  • Pinnacle Wealth Management

    Financial Adviser Assistant

    1 day ago

    Pinnacle Wealth Management London, United Kingdom

    **Key Responsibilities of the Job** · - Meeting preparation · - Produce cash flow models and reports · - New business case submission · - Managing client actions using the task system · - Typing up client meeting notes and setting the appropriate tasks for yourself/ Adviser · - S ...

  • eFinancialCareers

    Independent Financial Adviser

    8 hours ago

    eFinancialCareers London, United Kingdom

    My client is a well established IFA Wealth Management business head quartered in London with a UK National reach. They have had an outstanding 20 year growth record, have built the business to c £3bn of AUMs, typical client size £500k-10m and offer a totalservice offering across ...