Employment Type : Full-Time
Step Into Your Next Big Opportunity – Independent Financial Adviser (IFA) Inherit a ready-made client portfolio. Build lasting relationships. Grow your career in holistic financial planning. This is a fantastic opportunity for a developing Independent Financial Adviser who has not long achieved Cass to take the next step. A retiring adviser is handing over a loyal, well-cared-for client bank—providing the perfect platform for a junior IFA to thr...
Employment Type : Full-Time
This experienced Financial Advisor job is available within an independent financial planning firm based just outside of Coventry You will be joining a team of 15 who thoroughly enjoy working together, with many of them being with the business for several years! When recruiting, they look for individuals who want to work together for the long term, building deep relationships together and with their clients. Our client has existing clients availa...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice in London who are looking for an experienced Paraplanner or Trainee Financial Adviser to join their team. They are looking for someone with 2 years Paraplanning experience and must be Level 4 qualified. Purpose To provide financial planning reports for clients following adviser client meetings To support the advisers with pre-meeting client review information and post meeting review l...
Employment Type : Full-Time
A rapidly growing, well-backed financial planning firm is looking to recruit a Paraplanner / Trainee IFA to join their growing team - this is a key role within the firm’s expansion and holds the genuine opportunity to transition into a full financial planner position where you will inherit a large/established book of clients. The Role: Work closely alongside the current Financial Adviser as a key contact for a loyal and established client base A...
Employment Type : Full-Time
Trainee Protection Insurance Adviser Office-based | Hammersmith | Commission-Only | Self-Employed Sector: Protection | Insurance | Financial Services Realistic OTE: Year 1: 30,000– 50,000 Year 2: 80,000– 120,000 Year 3: 150,000 Year 4: 175,000 Join Capricorn Financial — Where Performance Pays Capricorn is London’s largest independent mortgage brokerage and one of the UK’s fastest-growing financial consul...
Employment Type : Full-Time
A rapidly growing, well-backed financial planning firm is looking to recruit a Paraplanner / Trainee IFA to join their growing team - this is a key role within the firm’s expansion and holds the genuine opportunity to transition into a full financial planner position where you will inherit a large/established book of clients. The Role: Work closely alongside the current Financial Adviser as a key contact for a loyal and established client base A...
Employment Type : Full-Time
Financial Planning Associate City of London, 2 days a week post-probation 55,000 - 60,000 Benefits: Private Medical Insurance Discretionary annual bonus Hybrid working after probation (2 days per week in the office) Up to 30 days of annual leave Flexible working hours Company events We’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & p...
Employment Type : Full-Time
Financial Adviser with Management Potential Location: Godalming Job Type: Full-time Salary: Up to 80k with potential for higher salary based on marketing and management experience My client is seeking a Financial Adviser with the potential to develop into a senior management role. This position is ideal for a candidate with strong leadership qualities, experience in financial planning, and a proactive approach to building professional connection...
Employment Type : Full-Time
Independent Financial Advisor Fast Track progression for newly qualified IFA's with DipFA or DipPFS qualifications Our client, an established and forward-thinking financial planning firm is looking to expand its team with the addition of a Newly Qualified Independent Financial Advisor, able to deliver high-quality, holistic advice and bespoke solutions to a diverse client base including HNW & UHNW clients Already DipFA or DipPFS qualified or...
Employment Type : Full-Time
Junior Paraplanner (Financial Support) Amersham 40,000 to 50,000 Career Progression Exam Support Good Life to Balance Generous Holidays Company Pension Are you a Junior Paraplanner or similar, looking to increase your financial support and service skills within a well-established local company, looking to join a growing business offering support with CII qualifications/exams, great work to life balance, good holiday structures, company pension a...