Employed IFA
2 weeks ago
The role will be to provide independent financial planning advice to the existing clients and help develop new business opportunities. Candidates must have full diploma level 4 in financial planning, ideally progressing to chartered status.
Candidates must have experience as an IFA or financial planner and hold FCA CF30. This would suit a proactive and professional IFA or financial adviser with a good track record of fee/income generation with HNW private clients.
If you are looking for an employed role plus bonus and leads and are also happy to develop new business then please contact me.
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Employed IFA
2 weeks ago
St Albans, Hertfordshire, United Kingdom Wallace Bates Limited Full timeOur client is a well-established IFA based in Herts who have direct connections to a professional introducer and large existing client bank. They are looking for an Employed IFA to join the existing team. The role will be to provide independent financial planning advice to the existing clients and help develop new business opportunities. Candidates must have...
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Independent Financial Adviser
6 days ago
St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeType: Self-employed This position is with a fully independent financial advisory firm based in St Albans. They have a team of 10 across the advising, paraplanning and administration departments. They take a personal approach to financial advice and understand that every client is unique. They are looking for a self-employed financial adviser to join...
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Independent Financial Adviser
4 weeks ago
St Albans, United Kingdom Heat Recruitment Ltd Full timeLocation: St Albans, HertfordshireType: Self-employedAbout the businessThis position is with a fully independent financial advisory firm based in St Albans. They have a team of 10 across the advising, paraplanning and administration departments.They believe that the way we work sets them apart. They take a personal approach to financial advice and understand...
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Independent Financial Adviser
4 weeks ago
St Albans, Hertfordshire, United Kingdom Heat Recruitment Ltd Full timeLocation: St Albans, Hertfordshire Type: Self-employed About the business This position is with a fully independent financial advisory firm based in St Albans. They have a team of 10 across the advising, paraplanning and administration departments. They believe that the way we work sets them apart. They take a personal approach to financial advice and...