-
Ifa - Independent Financial Advisor
2 weeks ago
NRG Resourcing Ltd Surrey, United Kingdom**Are you an experienced Independent financial advisor with your own client book?** · **Are you looking for a self employed role with an exceptional commission split?** · **Work from home or use the offices based in Reigate or Bristol** · **You'll be joining an exceptional team o ...
-
Independent Financial Advisor
1 week ago
Financial Divisions Woking, United KingdomFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA · A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA ...
-
Independent Financial Advisor
5 days ago
Financial Divisions surrey, United KingdomJob DescriptionFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA · A key client of mine who I have met and worked with very closely over the past year are ...
-
Independent Financial Advisor
3 weeks ago
Financial Divisions Surrey, United KingdomFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA · I have placed 3 staff into the business and they are looking to expand their team with a brand new Fin ...
-
Independent Financial Advisor
3 weeks ago
Financial Divisions Surrey, United KingdomJob Description Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA · I have placed 3 staff into the business and they are looking to expand their team with ...
-
Client Services Administrator
2 weeks ago
Fram Search Surrey, United KingdomHybrid working · - Boutique financial planning firm · - Will suit a confident, experienced client services administrator · Fram are working with a boutique financial planning and wealth management firm. Due to recent growth and the hire of a senior financial advisor, they are see ...
-
Client Services Administrator
2 weeks ago
Fram Search Surrey, United Kingdom* Hybrid working · - Boutique financial planning firm · - Will suit a confident, experienced client services administrator · Fram are working with a boutique financial planning and wealth management firm. Due to recent growth and the hire of a senior financial advisor, they are s ...
-
Finance Advisor
1 week ago
Venn Group Surrey, United Kingdom**Finance Advisor - Finance Support** · **Venn Group agency reference number: J68613** · Venn Group is currently working with a renowned Educational Institution based in Surrey who are looking for a Finance Advisor to support their busy teams providing support across the organisa ...
-
Pension Team Manager
2 weeks ago
Alexander Lloyd Surrey, United KingdomAre you currently working as a Team Manager with good people management and training experience within the Pensions/ Financial Services or Employee Benefits sector then this could be the role for you · As the Team Manager you will be responsible for overseeing a team of administr ...
-
Junior Group Risk Consultant
1 week ago
Idex Surrey, United KingdomLooking to step up from an Associate Consultant/Account Manager position? · I'm partnered with a Global Insurance Broker who've been on the acquisition trail with recent expansion, in their search for a Group Risk Consultant. You'd ideally be based near to London/Surrey. · This i ...
-
Senior Statutory Accountant
2 weeks ago
Fletcher George Recruitment Ltd Surrey, United Kingdom**Senior Statutory Accountant, Sutton** · An International firm is now looking to actively grow its Statutory Reporting team and is actively interviewing for an ACA Qualified Accountant (or equivalent) to join their team of expert advisors. The firm really values and rewards its ...
-
Tax Manager
2 weeks ago
Kind Consultancy Ltd Surrey, United KingdomKind Consultancy is working with a well-known, leading Motor Finance business which is currently seeking a Tax Manager to join them in a permanent role paying circa £75,000. This is a full-time role requiring 2 days per week based in their Surrey officeand 3 working from home. · ...
-
Business Tax Senior
2 days ago
Warner Scott Recruitment Ltd Surrey, United KingdomThis highly regarded firm of financial and business advisors can offer an exciting opportunity for an accomplished Business Tax Senior to join their fast-growing and extremely successful taxation team. · You will be provided with a broad range of responsibilities which includes p ...
-
Bodyshop Advisor
1 week ago
Sytner Group Surrey, United KingdomAre you looking for a fantastic career in the Motor Trade with a Top Franchise and Group? Are you at your best when in front of a customer building great relationships and giving great advice? Are you self-motivated, organised and committed to deliveringexceptional customer exper ...
-
Paraplanner
5 days ago
Antony George Recruitment surrey, United KingdomJob Description · MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. · The business aims to be a stan ...
-
Financial Adviser
1 week ago
Financial Divisions Surrey, United Kingdom Full timeManage some existing clients from the MD · Surrey based Chartered IFA · Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of £65-£85k + benefits - Chartered IFA situated in Surrey. · A Chartered IFA company w ...
-
Self-Employed Mortgage
1 week ago
Rayner Personnel Surrey, United KingdomSelf-Employed Mortgage & Protection Adviser – South East (Remote) · OTE - £75,000+ · Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment whilst enjoying the benefits of a qualified lead source that you can access on your te ...
-
Financial Divisions Surrey, United Kingdom Full timeplus bonus and benefits package · A key client of ours whom we have placed 3 staff with in the past, are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. Initially you will be responsible for est ...
-
Employed Mortgage Advisor
1 week ago
Rayner Personnel Surrey, United KingdomEmployed Mortgage Advisor - Redhill · Basic Salary: £28,000 (OTE £60,000) Coms TBC · Work Pattern: · - 5 days per week including 2 Saturdays per month · - Monday – Friday 08:30 – 17:30, Saturday 09:00 – 17:00 · I am seeking an experienced and driven Mortgage Advisor to join my c ...
-
Financial Planner
2 weeks ago
Idex Surrey, United KingdomA high performing Financial Planning organisation are looking to bolster their team in Surrey with an important Financial Advisor hire. · This particular opportunity is quite unique for the following reasons: · You will be working closely with an extremely experienced Financial A ...
Independent Financial Advisor - Surrey, United Kingdom - Financial Divisions
Description
Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFAA key client of mine who I have met and worked with very closely over the past year are a Chartered IFA business with a very ethical and values driven culture and ethos.
I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser.
The business has been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local clients who are families, retirees and some City professionals.
They pride themselves on offer the highest quality service to clients and generate new business purely through recommendation and referral.
They offer advice on pensions, investments, tax planning, retirement planning, protections and esoteric investment schemes such as VCT/EIS/SEIS.This role will be suitable for a Financial Planner who is either Chartered or working towards their Chartered status with at least - 5 years of solid advising experience and who has the gravitas and capabilities to work with HNW clients and provide a quality service.
The Directors do not require an adviser to bring clients with them, but if you have any clients who match their investment proposition then they will welcome clients being onboarded.
The Managing Director has too many clients and is also trying to run the business at the same time.They are looking to pass on some of their clients to a new adviser to free up his time to manage and expand the business.
The role will be a mix of managing existing clients (£300k - multiple millions per client) but there will be an expectation that you can generate some new business and build upon any client recommendations and referrals.
Client meetings are held in the office unless there are exceptional circumstances, e.g.elderly and vulnerable clients so the role would be office based but some WFH can be offered once you are bedded into the business.£65k - £85k basic salary + bonusesMange existing clients and generate some new businessSurrey based clients primarily (retirees and families)Whole of market financial adviceBenefits package on offer (PMI, PHI)Would this be of interest at all? get in touch with Peter at Financial Divisions.
