- An Experienced Financial Adviser with Chartered status
- Based within commuting distance of Hampton - 3-4 days Office 1-2 days home working
- You must hold the relevant UK Financial Planning qualifications
- Proven experience of managing ultra high net worth clients and their requirements
- You will be allocated clients bank to manage
- You will have experience in offering full market independent financial advice
- Any new business you can bring is welcomed, but is really not necessary for this role
-
Financial Advisor
1 day ago
Southcote Financial Limited West Midlands, United KingdomWe're looking for a **fully qualified Financial Advisor (Ideally Chartered or working towards this designation)** to join our growing team on a **self-employed or employed basis**. · **You should be passionate, adaptable, love working with people and constantly looking to learn.* ...
-
Financial/personal Wealth Advisor
6 days ago
eFinancialCareers Birmingham, United KingdomOur client, a leading investment and asset management business is recruiting for Financial Advisors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoing organic growthand development across ...
-
Client Financial Services Advisor
1 week ago
TMPW (HP) for Birmingham City Council Birmingham, United Kingdom**Client Financial Services Advisor** · **GR4 £30,151- £37,261** · **36.5 hours per week** · **Permanent** · Birmingham City Council's Appointee & Court Deputy Service is the Corporate Acting Body responsible for overseeing the management and protection of the financial assets of ...
-
Financial Services Advisor
1 week ago
Brookson Group Coventry, United Kingdom**Job Title**:Financial Services Advisor - Protection · **Location**: Coventry (CV5 6SP) · **Working Hours**: Hybrid/Flexible working hours a week · **Salary**:£25,000 - £30,000 depending on experience plus uncapped commission · Brookson is recruiting for a Protection Advisor to ...
-
Financial Sales Advisor
1 day ago
Switch Recruitment Worcester, United KingdomOur client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Sales Advisor to join their growing team. · Duties include educating clients on a range of financial products includi ...
-
Trainee Financial Advisor
6 days ago
Dunham McCarthy Ltd Stafford, United Kingdom**Intelligent, Enthusiastic, Conscientious & Driven ?** · **A bright future awaits you at the Dunham McCarthy Group** · We have an exciting opportunity within our Legal and Financial Services team in Penkridge. This is a fantastic opportunity to join The Dunham McCarthy Group, a ...
-
Trainee Financial Advisor
1 day ago
Dunham McCarthy Ltd Stafford, United Kingdom**Intelligent, Enthusiastic, Conscientious & Driven ?** · **A bright future awaits you at the Dunham McCarthy Group** · We have an exciting opportunity within our Legal and Financial Services team in stafford. This is a fantastic opportunity to join The Dunham McCarthy Group, a s ...
-
Trainee Financial Advisor
1 day ago
Bowden Financial Consultancy Ltd Coalville, United KingdomJob Overview: · **Responsibilities**: · - Offer financial advice on investment opportunities, retirement planning, Mortgages, Life Insurance and risk management · - Develop customized financial plans based on clients' goals and risk tolerance · - Monitor financial market trends t ...
-
Financial Services Advisor- Protection
1 week ago
Brookson Coventry, United Kingdom**Job Title**:Financial Services Advisor - Protection · **Location**: Coventry (CV5 6SP) · **Working Hours**: Hybrid/Flexible working hours a week · **Salary**:£25,000 - £30,000 depending on experience plus uncapped commission · Brookson is recruiting for a Financial Services Adv ...
-
Financial Advisor
5 days ago
Independent Resourcing Consultancy Ltd Birmingham, United KingdomMy client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall succe ...
-
Financial Advisor
6 days ago
Independent Resourcing Consultancy Ltd Birmingham, United Kingdom Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall ...
-
Financial Advisor
1 week ago
The Job Guru Birmingham, United Kingdom Part time, Full timeThis is a remote position. · Established Independent Financial Adviser (self employed) · 100% Remote · Low Fees · Full support · Are you an existing Independent Financial adviser who is fed up with paying fees of 20% or more? · Would you like to be part of a network that gives yo ...
-
Financial Advisor
5 days ago
The Job Guru Birmingham, United KingdomJob Description · This is a remote position. · Established Independent Financial Adviser (self employed) · 100% Remote · Low Fees · Full support · Are you an existing Independent Financial adviser who is fed up with paying fees of 20% or more? · Would you like to be part of a net ...
-
Financial Advisor
6 days ago
Hoxton Capital Management Dudley, United KingdomJob Description · Overview: · We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contr ...
-
Independent Financial Advisor
2 weeks ago
Ferguson Dean Birmingham, United KingdomA Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take ov ...
-
Mortgage Administrator
3 days ago
Ernest Grant Ltd Solihull, United KingdomIs this you? · We are seeking a CeMap or equivalently qualified mortgage administrator to join a fast growing mortgage advice arm of what is already a well-known financial planning firm based in the heart of Knowle, Solihull. · Your role as a mortgage administrator is absolutely ...
-
Group Financial Accountant
5 days ago
Gleeson Recruitment Group Solihull, United KingdomGleeson Recruitment Group are partnered with a growing Private Equity backed business based in Solihull who are seeking a Group Financial Accountant. This is a fantastic time to join the business coming off their 1st year of investment and a period of hugegrowth and acquisition. ...
-
Complaints Handler
5 days ago
Alexander Mae South West Ltd Solihull, United Kingdom**Complaints / Claims Resolution Advisors** · **Financial Services experience working towards Level 4 Diploma or equivalent** · **Competitive Salary + Up to 25% Performance Bonus + Superb Benefits** · **HYBRID WORKING (ideally 2 days office / 3 days home)** · **Locations availabl ...
-
Customer Service Advisor
1 day ago
Secure Trust Bank Solihull, United KingdomWe know that our people are our biggest investment and to every single one of our customers, our Customer Service Advisors are so much more than a friendly voice on the phone. · Due to ambitious growth plans we are seeking experienced Customer Service Advisors to join our award-w ...
-
Financial Crime Prevention Officer
1 week ago
PRIMIS Mortgage Network Solihull, United KingdomJob Profile: · **Financial Crime Prevention Officer** · **Part of LSL Property Services plc, PRIMIS Mortgage Network are the largest Mortgage and Protection Network in the UK** with some 950 firms as business partners and circa 3000 advisors working alongside us. · PRIMIS offer w ...
Chartered Independent Financial Advisor - Hampton, United Kingdom - Financial Divisions
Description
Manage an existing client baseManage a book of 100+ clients with average AUM £1m+
£100-120k basic salary + revenue related salary increases + bonus
My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services.
They have a 40 year history in financial planning and have an established book of clients that continues to grow organically.
This practice requires an experienced IFA who is willing to forego the aggressive sales element of IFA work by instead choosing to nurture and develop a bank of existing clients, overseeing their complete wealth management requirements, ensuring that their needs are met, and that they continue to use and recommend this company's services.
This position is suitable for Chartered Financial Advisors with a proven track record of managing high net worth clients wealth portfolios and who are interested in the service and technical side of the job, rather than the sales and commission heavy sales based IFA roles that can be found elsewhere on the market.
This role will suit those that prefer the offering of complete, holistic wealth management advice, truly working with the client's best interests in mind.
You will be provided an existing, current and 'live' client base to offer advice to, with very little pursuit of new business required.
This role will lend itself to a career minded IFA/Independent Financial Advisor / Financial Planner who has the ability to nurture strong and ongoing relationships with their clients, and ideally someone that is willing to work towards chartered advisor status and would ultimately like to become a partner within the business.
The role requires and offers the following:
If you are working within a Private Client Wealth Management role, providing holistic Financial Advice, then my client would like to talk to you.
If this role sounds of interest please contact Ryan at Financial Divisions