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Trainee Financial Adviser
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Financial Adviser
1 day ago
Birmingham, Birmingham, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Financial AdviserAre you a skilled Financial Adviser looking for a new challenge? Do you want to take control of your career and provide holistic advice to high net worth clients? We have an exciting opportunity for you to join our team at Ortus PSR.What We OfferLong-Term Career Path: Join a stable and growing firm with a strong...
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Financial Adviser
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Financial Adviser
2 days ago
Birmingham, Birmingham, United Kingdom Ortus PSR Full timeUnlock Your Potential as a Financial AdviserAre you a skilled Financial Adviser looking for a new challenge? Do you want to take control of your career and provide holistic advice to high net worth clients? We have an exciting opportunity for you to join our team at Ortus PSR.What We OfferLong-Term Career Path: Join a stable and growing firm with a long-term...
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Financial Adviser
4 days ago
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Financial Services Professional
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Birmingham, Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full timeJob Summary: Independent Resourcing Consultancy Ltd is seeking a skilled and experienced Financial Advisor to join their team in the UK. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Key...
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Chartered Paraplanner
3 weeks ago
Birmingham, Birmingham, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionWe are seeking a highly skilled Senior Paraplanner or Chartered Paraplanner to join our client's independent financial planning business as part of their strategic growth plan.The business is a privately owned, independent financial planning firm with a team of 6 professionals, expanding to 8, who work collaboratively in a dynamic environment....
Independent Financial Adviser
3 months ago
AMG Search is currently looking for an IFA to join a leading national IFA organisation.
- As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you.
- You will provide advice in pensions, investments, protection, taxation planning & trusts
- You will be given ownership of your clients to develop and complement with your own clients/connections
- As our IFA you will build and develop trusted relationships with new and existing clients to drive business
- Full paraplanning support will be given to help you provide an excellent service and spend time with your clients
- Outstanding package and earnings potential
To be considered for this outstanding IFA opportunity you will need the following skills and experience:
- At least Diploma/Dip PFS qualified
- You will be experienced in providing a financial planning service to high net worth clients
- Experience in managing and developing an existing client portfolio
- Knowledge and experience in pensions, investments, protection, taxation planning & trusts
- You will have strong business development and networking skills
Our client has a network of more than 200 independent financial advisers across the UK**- 13 offices nationwide
- £6 billion in assets under management
- A commitment to provide outstanding client value and support
- Nearly 30 years of experience in the industry with ambitious growth plans
