ifa ( employed) with clients Jobs - 64
IFA ( Employed) with Clients
Coast Specialist Recruitment - Westerham
Employment Type : Full-Time
A highly reputable IFA with a 1st class reputation are keen to appoint an experienced IFA. The primary reason for appointment is to take ownership of an existing client bank from a retiring Wealth Manager. There is a large existing client base to service and build upon, a small administration team and a collaborative and supportive approach to work. They operate a flexible working week with condensed hours. In return there is a competitive packa...
Employed IFA with Clients
Coast Specialist Recruitment - Westerham
Employment Type : Full-Time
A highly reputable IFA with a 1st class reputation are keen to appoint an experienced IFA. The primary reason for appointment is to take ownership of an existing client bank from a retiring Wealth Manager. There is a large existing client base to service and build upon, a small administration team and a collaborative and supportive approach to work. They operate a flexible working week with condensed hours. In return there is a competitive packa...
Employed Financial Adviser
Lime People Search & Select Ltd - LS131AA
Employment Type : Full-Time
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients. We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices. You will be responsible for working with clients to provide Independent Financ...
Mortgage Advisor - Warm Enquiries From Introducers & Existing Clients
Adviser Selection - Chester
Employment Type : Full-Time
Mortgage & Protection Advisor - Hybrid - Chester Office Our client is seeking hungry and tenacious professionals to join their top performing firm near Chester. This is a hybrid role with advisers coming into the office once or twice a week. This highly successful award winning directly authorised, fees free financial services firm has a team of 14 currently and is looking for two more team members. Full in house compliance and ongoing train...
Mortgage Advisor - Warm Enquiries From Introducers & Existing Clients
Adviser Selection - Warrington
Employment Type : Full-Time
Mortgage & Protection Advisor - Hybrid - Chester Office Our client is seeking hungry and tenacious professionals to join their top performing firm near Chester. This is a hybrid role with advisers coming into the office once or twice a week. This highly successful award winning directly authorised, fees free financial services firm has a team of 14 currently and is looking for two more team members. Full in house compliance and ongoing train...
Qualified Financial Advisor (Employed Role) - Managing Existing Clients (£500k - 50m) plus...
Financial Divisions - Hemel Hempstead
Employment Type : Full-Time
Ideally 5 years of Advising experience required - Boutique, Established and family owned IFA firm Offices near Hemel Hempstead (Hertfordshire) - Salary: 65,000 - 80,000 & Bonus A unique opportunity has risen for my client who are an independent wealth planning firm with offices near Hemel Hempstead. They offer whole of market financial advice to local and international families and SME owners based across Hertfordshire and London. They do lo...
Employed Financial Planner
Cameron James - CH653EY
Employment Type : Full-Time
We are currently seeking a fully qualified (level 4 with a current SPS) who also has the pension transfer qualification, to join an expat advisory team. The successful candidate will be based at the Head office based just outside Chester and will be involved in three areas: Looking after a client bank of expats who have left behind UK pensions, ISA’s Boinds and Investment accounts, conducting annual reviews etc. Dealing with new enquiries, which...
Employed IFA, Client base, Leads generated, Multi branch IFA firm "NEW"
Astral Recruitment - Hove
Employment Type : Full-Time
Our client is a successful multi branch IFA firm in Sussex and across the South East and they are currently looking to expand their IFA sales arm in Hove This is mainly an office baaed role assisting existing clients and new clients coming into the firm All leads and clients provided You will offer a phone and video based advice service Potential for 1-2 days from home after training This is a true IFA, not via a network The client is looking fo...
Servicing Adviser / IFA: Client Bank Provided
Hays Specialist Recruitment Limited - Lancashire
Employment Type : Full-Time
Your new company Due to retirement, an excellent opportunity has arisen within a well established IFA practice for an experienced Adviser to take over an existing portfolio of good quality clients. Flexible working culture, advisers manage their own diaries, no requirement to be office-based. Your new role Client-facing role providing independent advice across the full range of financial planning, ensuring high levels of service continue to be p...
Financial Adviser / IFA : Client Bank Provided
Hays Specialist Recruitment Limited - Cheshire
Employment Type : Full-Time
Your new company An excellent opportunity has arisen within a highly reputable, well established IFA practice for a Financial Adviser to service an existing client portfolio. Your new role Employed position and client-facing role providing independent advice across the full range of financial planning. Own client bank is not a requirement as you will be provided with good clients to service which already generate good levels of recurring income....