Employment Type : Full-Time
Independent Financial Adviser Location: Bridgend Salary: 80,000 - 100,000 OTE (30% bonus on all New Business) Duration: Permanent, Full Time We are working with a family run IFA based in Bridgend who are looking for a new Independent Financial Adviser to join the team. The firm provides full holistic financial planning services and focuses on High Net Worth clients. The business generates a lot of business through referrals but at present they a...
Employment Type : Full-Time
Independent Financial Advisor - Sheffield Our client is on the acquisition trail and as a result are looking for experienced advisers to take over existing clients on an employed basis! This firm has grown over the years with strong values underpinning what they do. Whatever stage you’re at in your career, looking for your next, or your last move in financial services, please get in touch! As a result of a recent acquisition my client is looking...
Employment Type : Full-Time
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. Following a recent acquisition they have an opportunity for an experienced Financial Adviser to inherit a good quality book of clients to service and develop further. This role offers home based / remote working with access to a local office. In return: 50,000 - 75,000 basic salary car allowance Excellen...
Employment Type : Full-Time
IFA - Birmingham Open to considering a Paraplanner transitioning into an Adviser role as well! A large client bank is provided, along with marketing support. Our client ranks among the UK's most esteemed and substantial firms of independent financial advisers. Their four-decade-long reputation for expertise, independence, and service has garnered numerous industry accolades. They are staunch advocates for truly independent financial advice and f...
Employment Type : Full-Time
Independent Financial Advisor - Lancashire Our client is on the acquisition trail and as a result are looking for experienced advisers to take over existing clients on an employed basis! This firm has grown over the years with strong values underpinning what they do. Whatever stage you’re at in your career, looking for your next, or your last move in financial services, please get in touch! As a result of a recent acquisition my client is lookin...
Employment Type : Full-Time
Independent Financial Adviser Location: London Contract: Permanent Salary: 40,000 - 80,000 per annum *Hybrid Working* Contact: Job Description Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As part of the rapid growth in the firm, there are multiple vacancies within the Financial Services team for Dipl...
Employment Type : Full-Time
Accomplish Today are seeking an IFA to join an exciting independent financial adviser firm.The successful candidate will competently provide financial advice to clients within FCA rules and the firm's procedures and ethos. Key Duties & Responsibilities: Have a background in the industry and ability to demonstrate in depth knowledge of pensions and investments. Identify and contact potential clients. Gather sufficient client information and i...
Employment Type : Full-Time
Role and Responsibilities: Client Management: Provide financial advice to a portfolio of existing clients, focusing on investments, retirement planning, tax planning, and estate management Relationship Building: Build long-lasting relationships, ensuring client satisfaction, retention, and referrals Financial Planning: Conduct comprehensive financial reviews, assessing each client’s unique needs, goals, and risk profiles to deliver personalized ...
Employment Type : Full-Time
Are you an experienced Financial Advisor near Barnstaple, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal chang...
Employment Type : Full-Time
This employed, Independent Financial Adviser job provides opportunity to join a boutique, IFA firm due to continued growth across the business. Our client is based on the Devon / Somerset border, so happy to consider Financial Advisers based in Devon or Somerset Upon joining, you will be provided with approximately 100 clients, generating around 15m - 20m, with view to continue passing over other clients to take the client bank to circa 30m. Thi...