Employment Type : Full-Time
Are you an experienced Financial Adviser with a passion for providing independent advice and exceptional service to your clients? Do you dream of achieving a better work-life balance while taking control of your own future? If so, we have an incredible opportunity for you! Our award-winning client is seeking Financial Advisers who are managing clients banks with 20 Million Assets Under Management (AUM) to join their dynamic team. As an Independe...
Employment Type : Full-Time
Location: Swansea (Onsite preferred; hybrid considered) Salary: 50,000 (Employed) Commission Employment Type: Employed or Self-Employed Holiday: 30 days including bank holidays Bonus/Commission Structure: 50% of all revenue generated above 70,000 Pension: Auto-enrolment scheme (flexibility available) Overview A well-established, advice-led financial planning firm in Swansea is seeking a qualified IFA to join the team in a senior capacity. This r...
Employment Type : Full-Time
My clients are an established, award-winning firm with an excellent reputation within the area, their current directors and shareholders have successfully grown the business and now have 80 advisers across the UK, and they are looking to continue expanding due to the ongoing success of the firm. The firm provides a high level of support, training and services for both Registered Individuals and Appointed Representatives along with a client...
Employment Type : Full-Time
Are you an experienced Financial Planner looking for an Advisory role with a consistent stream of private clients. This role would suit an experienced IFA, level 4 qualified, holding competent adviser status and confident performing surgeries for corporate client members. Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and thriving corporate arm, is looking for an ex...
Employment Type : Full-Time
Independent Financial Adviser - Cardiff - up to 70,000 We are working with a well-established and National IFA with offices across the UK.As a company they have over 6bn AUM and over 100 financial Advisers. You will be working out of their Cardiff office within a small team, with lots of working flexibility. In this role you will be taking over a large client bank from a senior advisor who is retiring. You will be servicing these clients as well...
Employment Type : Full-Time
There's nothing worse than feeling trapped in your career. You'd like to be independent and work for a business that puts clients first. But with so much consolidation happening it's not as easy to find as it once was. Not easy but not impossible as this IFA business proves. Here they're looking for someone to inherit a client bank from a retiring IFA. This client bank has c 30m AUM and 150,000 ongoing advice fees that you get full credit on. Al...
Employment Type : Full-Time
Independent Financial Adviser - Self-Employed Opportunities (Nationwide) Do you feel constrained by high network charges, slow compliance sign-off or clunky systems that steal hours from every week? Are you worried that exit penalties or restrictive covenants could one day trap the value you have built? If so, it might be time to explore a different kind of partnership. Why advisers talk to us Keep more of what you earn - the firms we work with ...
Employment Type : Full-Time
They say honesty is the best policy. But not every firm gets the memo. Whether it’s promises of clients that don't exist. Promises of support that isn’t there. Or OTE figures seemingly plucked out of thin air. It’s hard to trust a company when what they’ve told you at interview doesn’t match up with reality. This business is different. Clients? They have them. Lots of them. You'll inherit a client book and 110,000 of ongoing fees, no validation ...
Employment Type : Full-Time
Independent Financial Adviser - Colchester - Up to 70,000 An established and well-regarded independent financial planning firm based in Colchester is seeking to appoint an experienced Financial Adviser to join its team, following a successful period of growth and an upcoming retirement within the advisory division. This is a key opportunity for a qualified Financial Adviser to step into a role with access to an existing client base, while also b...
Employment Type : Full-Time
We are a working with a fantastic Law Firm and provider of wealth management services, based in Lincolnshire and across the Midlands. Benefits: Some of the great benefits that we offer are: • Generous holiday entitlements • Staff discount on legal fees • Income protection • Life assurance at 3 x salary • Salary exchange pension scheme • Employee Assistance Programme The role: The individual will be required to advise on a full range of fin...