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Independent Financial Adviser
6 days ago
AFH Financial Group Swansea, United Kingdom**Independent Financial Adviser - Location of clients Swansea, Wales South Coast** · At AFH, as we grow, we're looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or e ...
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Financial Adviser
1 week ago
CAPIO RECRUITMENT LIMITED Rhondda, United Kingdom**Job Title: Financial Adviser** · **Location: Rhondda** · **Salary: £35,000 - £40,000** · **The Company**: · The opportunity to join a Technical Financial Planning firm, who provide holistic advice and are fully Independent. With a specialism in technical advice this is an excel ...
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Independent Financial Adviser
1 week ago
GCB Agency Recruitment Mid Glamorgan, United KingdomMy clients are an exciting, independent firm with an excellent reputation within the area, they are a successful firm based in South Wales and they are now looking for an experienced Independent financial adviser on an employed or self-employed basis. · Established in 2005, the t ...
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Financial Sales Adviser
1 week ago
Jigsaw Recruitment Bridgend, United Kingdom**Financial Sales Adviser - Covering the Bridgend, Rhondda Valley area: £25,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** · Jigsaw Recruitment are recruiting self motivated and target individuals to join our clients growing sales team, this position ...
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Self-employed Financial Adviser
1 week ago
Quilter Financial Advisers Swansea, United KingdomJob Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. · We believe in face-to-fa ...
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Financial Adviser
1 week ago
CleverHR Bridgend, Bridgend, United Kingdom£45000 OTE plus benefits and company car · We are pleased to represent this well-established and respected Financial Services firm that offer savings, investment, and protection products to families and individuals across the UK. As a Financial Adviser, you will help your custom ...
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Graduate Role
4 days ago
Waddle Insurance Swansea, United Kingdom**Job Type**: Full-time · **Salary**: £20,319 to £30,000 OTE (Three-month probation period; after completion the annual salary will be £21,300 plus generous commission structure) · **Hours of work**:10:00am-6:30pm Monday - Thursday and 9:30am-4:30pm Friday · **Career** · We are o ...
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Business Administrator
5 days ago
Estate Capital Financial Management Ltd Swansea, United KingdomOne of Swansea's leading firms of independent financial advisers wishes to appoint a business administrator. · This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our clients needs, pro ...
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Business Administrator
3 days ago
Estate Capital Financial Management Ltd Swansea, United KingdomOne of Swansea's leading firms of independent financial advisers wishes to appoint a business administrator. · This role involves providing technical and administrative support to financial advisers, including research of suitable financial products to meet our clients needs, pro ...
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Protection Adviser
4 days ago
Foligno & Co Swansea, United Kingdom**THIS IS A SELF EMPLOYED/SUBCONTRACTED ROLE WITH GENEROUS COMMISSION SPLITS - PLEASE DO NOT APPLY UNLESS YOU ARE LOOKING FOR SELF EMPLOYED WORK** · Protection Adviser · **Headquarters**: Swansea but can work remotely · **Commission Split**:Negotiable, **up to** 80% dependent on ...
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Mortgage & Protection Consultant
2 days ago
Foligno & Co Swansea, United Kingdom**THIS IS A SELF EMPLOYED/SUBCONTRACTED ROLE WITH GENEROUS COMMISSION SPLITS - PLEASE DO NOT APPLY UNLESS YOU ARE LOOKING FOR SELF EMPLOYED WORK** · Mortgage & Protection Adviser · **Headquarters**: Swansea but can work remotely · **Commission Split**:Negotiable; Ranging From 70- ...
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Protection Adviser
1 week ago
Genesis Life Ltd Swansea, United KingdomWe are recruiting an experienced Protection Adviser. You will work with full support of of the biggest brands in the business like Legal & General, AIG, Aviva, Scottish Widows, Zurich, HSBC, Beagle Street, LV and more. You will be given warm leads daily so no cold calling will ev ...
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Ifa Administrator
1 week ago
Independent Resourcing Consultancy Swansea, United Kingdom**IFA Administrator**: · - Job Reference: 1461 · - Date Posted: 4 August 2023 · - Recruiter: Independent Resourcing Consultancy · - Location: Swansea · - Salary: £18,000 to £26,000 · - Sector: Administration, Client Services · - Job Type: Permanent · - Contact: Jon Minns · - Tele ...
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Welfare Benefits Advisor
1 day ago
Shelter Cymru Swansea, United KingdomShelter Cymru exists to defend the right to a safe home in Wales and fight the devastating impact the housing emergency has on people. · We help thousands of people each year by offering free, confidential and independent advice and campaigning to overcome the root causes of the ...
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Junior Financial Advisor
6 days ago
Waddle Insurance Swansea, United Kingdom**Job Type**: Full-time · **Salary**: £20,319 to £30,000 OTE (Three-month probation period; after completion the annual salary will be £21,300 plus generous commission structure) · **Hours of work**:10:00am-6:30pm Monday - Thursday and 9:30am-4:30pm Friday · **Career** · Have you ...
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Financial Planning Assistant
1 week ago
Ortus PSR Swansea, United Kingdom**Financial Planning Assistant Swansea** · An IFA firm in Swansea is looking o hire an experienced IFA Administrator to support the Paraplanners and Advisers. The firm offers the opportunity to develop your career in to either Paraplanning or Senior Administration. · **Responsibi ...
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Welfare Benefits Advisor
1 week ago
Shelter Cymru Swansea, United KingdomShelter Cymru exists to defend the right to a safe home in Wales and fight the devastating impact the housing emergency has on people. · We help thousands of people each year by offering free, confidential and independent advice and campaigning to overcome the root causes of the ...
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Junior Financial Advisor
6 days ago
Waddle Insurance Swansea, United Kingdom**Job Type**: Full-time · **Salary**: £20,319 to £30,000 OTE (Three-month probation period; after completion the annual salary will be £21,300 plus generous commission structure) · **Hours of work**:10:00am-6:30pm Monday - Thursday and 9:30am-4:30pm Friday · **Career** · Have you ...
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Financial Planner
4 days ago
Reed Insurance Swansea, United KingdomReed Financial Services are proud to be representing a leading Financial Planning Specialist in Wales working with high net worth individuals. · This is an excellent opportunity for an experienced financial planner to join a well-established award-winning firm looking for someone ...
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Paraplanner
1 week ago
CEH Recruitment Limited Swansea, United KingdomOur client based in Swansea has been through significant growth over the last couple of years and is looking to recruit a Paraplanner on a fulltime permanent basis. If you are looking for a career and not just a job then this employer definitely wants tohear from you. The role wi ...
Self-employed Financial Adviser - Swansea, United Kingdom - IDEX Consulting Ltd
Description
Financial Advisor Swansea and West Wales c. £70k + defined bonus + Superb benefitsI am working exclusively with a National Client who are seeking a Financial Planner to join the business covering Swansea and West Wales.
The role will give you autonomy to manage your diary and network new clients into the business.In return, you will be joining a business who are one of the leading Wealth Management companies in the country (Source FTAdvisor)
The ideal candidate will deliver personalised investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans.
Provide financial planning support to clients
Prepare financial plans and check their accuracy
Minimum Level 4 Qualified Regulated Financial Planning
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