Financial Adviser
18 hours ago
One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team. Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines. Requirements: Employed experienced adviser to manage and grow an existing book of clients. All leads are professionally introduced through a robust lead generation process Attractive remuneration terms Full paraplanning and admin support Market focused training provided Business and personal development An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income National coverage. Many great opportunities for Advisers to really maximise their earning potential. Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals Prepare sound financial plans to ensure clients meet their targets Advise clients on current financial issues and make recommendations Generate new business and build introducer relationships About You: Proven experience as a financial planner Ability to analyse financial information and comply with regulations Proficiency in MS Office and CRM systems Attention to detail and strong math skills Strong ethics, with a customer-oriented attitude Outstanding communication skills, with the ability to foster long-term relationships Diploma in Financial Services Benefits: Salary + bonus Access to existing book of clients. Great team culture.
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Financial Adviser
1 week ago
Ossett, United Kingdom Quilter Financial Planning Full timeLooking to connect with financial advisers across the UK to discuss existing opportunities within Quilter. One of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team. Based in Ossett, their advisers are...
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Independent Financial Adviser
3 days ago
South Yorkshire, United Kingdom AFH Financial Group Full time**Independent Financial Adviser - Dewsbury/South Yorkshire** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals...
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Financial Adviser
2 weeks ago
West Midlands, United Kingdom Truestar Talent Ltd Full timeAre you in a bancassurance role, frustrated with not fully utilising your knowledge or skills by providing limited advise. Would you prefer to be independent, and be able to provide a service to your clients that covers all their financial needs. The transition can be easier than you may think.
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Financial Adviser
2 weeks ago
York and North Yorkshire, United Kingdom Exchange Street Claims ltd Full timeSalary/Rate: To £50,750 in year 1 and to £53,000 in year 2 + bonusThings haven’t quite gone to plan, have they?You love being a financial planner, but you’re at a stage of your career where you need support. You need access to clients. You need direction.In short, you need a business to invest in you and provide the structure and resources for you to...
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West Yorkshire, United Kingdom Aston Charles Ltd Full time**As a result of a Director relocating abroad, a rare board-level position has arisen with one of Yorkshire’s most prominent Independent Financial Advisory firms.** Our client, employing approximately 30 staff, has a turnover of circa £2.5M comprising predominantly renewable income. The firm has been trading very successfully for circa 50 years and is...
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Employed Financial Planner
2 weeks ago
Ossett, United Kingdom Ortus Psr Full time**Employed Financial Planner** **Location: Wakefield** **Salary: £30,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an Independent...
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Independent Financial Adviser
2 weeks ago
North West London, United Kingdom Ortus PSR Full timeMy client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team. While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required. **Responsibilities**: - Provide expert financial advice and guidance to clients in line with their financial goals...
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Trainee Financial Planner
2 weeks ago
Ossett, United Kingdom Ortus Psr Full time**Trainee Financial Planner** **Location: Wakefield** **Salary: £30,000 +** **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension, protection and inheritance tax cases - Respond to technical client queries relating to trusts defined...
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Desk-Based Financial Adviser
1 day ago
West of England, United Kingdom Fram Search Full timeDesk-Based Financial Adviser – Summary Fram is working with an independent wealth management firm that is looking to engage an experienced Financial Adviser to support its growing desk-based advice function. The firm is known for its professional standards and its focus on delivering clear, high-quality financial planning. The role involves providing...
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Financial Advisor
5 days ago
West Yorkshire, United Kingdom Service Care Solutions Full timeFinancial Planner / Wealth Manager Location: West Yorkshire Contract: Permanent Start Date: Flexible Hybrid Working Contact: greg.waite@servicecare.org.uk Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from...