Financial Advisor
6 days ago
*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***
If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you
This is a fantastic opportunity, whether you come from an independent or a banking background and want to build a successful career as an adviser or expand on an already successful advising career..
The Benefits:
- 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.
The Role:
- 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
- Customise financial plans according to clients’ changing needs
- Build strong relationships to retain existing clients
- Maintain and update knowledge of regulations, practices, and financial products
About You:
- 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
Qualifications:
- Diploma in Financial Advice
- Industry Sales experience
- Strong understanding of investment and pension business
- Excellent interpersonal skills goals.
- Ambition and Hunger
-
Financial Advisor
7 months ago
England, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...
-
Financial Advisor
43 minutes ago
England,, UK, United Kingdom Quilter Financial Planning Full time*** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Mortgage Adviser looking to move into Holistic Financial Advice or currently already a Financial Adviser who is seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity, whether you come from an independent or a banking...
-
Pension Specialist Financial Advisor
3 days ago
South East England, United Kingdom Premier Jobs UK Limited Full time €5Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...
-
Pension Specialist Financial Advisor
3 days ago
South East England, United Kingdom Premier Jobs UK Limited Full time €5Our client is seeking a G60 / AF3 qualified Financial Advisor to join their team who will benefit from a steady flow of leads for clients requiring holistic financial planning and/or DB pension advice. This directly authorised firm is looking for a pension specialist, Financial Advisor to join their team on a self-employed basis with tiered splits for...
-
Financial Advisor
6 months ago
England,, UK, United Kingdom St. James’s Place Full timeAre you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in London, our largest and top performing practices have further expansion...
-
Financial Planning Professional
6 days ago
South West England, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeCompany Overview:A highly successful SJP Partner Practice is seeking an experienced Paraplanner to join their growing team in the South West, offering a competitive salary and bonus.The Practice provides a first-class service to clients, offering a range of investment and retirement products and solutions to meet their financial goals and objectives.Job...
-
Head of Wealth Management
7 days ago
South East England, United Kingdom cer Financial Ltd Full timeHead of Wealth Management City of London Permanent Salary based on experience cer Financial are working alongside an international bank who are based in the City of London. They are seeking a Head of Wealth Management to work with them on a permanent basis. The responsibilities of a Head of Wealth Management will include: Work with Head of Private...
-
Financial Advisor
6 months ago
Eastern England, United Kingdom St. James’s Place Full timeAre you an ambitious professional looking to progress your career?St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK.Operating in London, our largest and top performing practices have further expansion...
-
Financial Policy Advisor
1 month ago
West of England, United Kingdom Adecco Full timeJob Summary:This is a temporary position with the potential for permanent employment. As a Financial Policy Advisor, you will work collaboratively with Branches to achieve targeted TTS (Time to Serve) performance. Your key responsibilities will include meeting contractual requirements by booking and validating all jobs efficiently, meeting team Key...
-
Customer Sales Advisor
5 months ago
England, United Kingdom Brook Street Full time**Customer Sales Advisor** *** **Minimum Requirements**:1 years targeted sales experience within the last 5 years. **Location**: Remote, Mainland UK only **Competitive salary and bonus**:£22,000 plus average bonus earning potential of £7,800 per annum. Uncapped bonus **Hours**:37.5 hours per week on a rotational shift pattern between the hours of 8am -...
-
QSHE Advisor
2 months ago
England, United Kingdom Dalkia UK Full timeDalkia UK have a fantastic opportunity for a National QSHE Advisor to join our team on a full-time, permanent basis.Dalkia are a facilities management company. We are seeking a QSHE Advisor to provide support to our sites owned by our parent company and client EDF Energy, across various locations in the UK. This is a home-based national role with frequent...
-
Mortgage Advisor
3 weeks ago
England,, UK, United Kingdom Mortgage Advice Bureau Full timeMortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking experienced Mortgage & Protection Advisors to join our successful team.If you...
-
QSHE Advisor
33 minutes ago
England,, UK, United Kingdom Dalkia UK Full timeDalkia UK have a fantastic opportunity for a Projects QSHE Advisor to join our team on a full-time, permanent basis.Dalkia are a facilities management company. We are seeking a QSHE Advisor for a newly created position, to provide support to a number of ongoing projects with our client EDF Energy, across various locations in the UK. This is a home-based...
-
Non Executive Director
4 weeks ago
england, United Kingdom VOCASO Full timeFee free for those who qualify - Join our community and take the next step in your board career by applying your leadership skills in guiding innovative and growing companies. Job Title: Non-Executive Director (NED) / Board Advisor / Mentor Location: Remote / Various Locations for In-Person Events We are a premier community designed specifically for senior...
-
Retail Advisor Leeds
6 months ago
England, United Kingdom Sky Full timeSky’s Retail Vision is to better connect our customers to Sky, with experts showcasing and effortlessly selling our products in a welcoming environment, located conveniently for our customers. Over the last few years, Sky Retail has continued to innovate and has become a market leader in the mid-mall retail space. As we look to the future, we’re...
-
South East England, United Kingdom RECRUITMENT SOLUTIONS FOR BUSINESS (UK) LTD Full time €28,000We are looking to add to a team of talented Mortgage Advisors in a well established office in PURLEY. Your Area Mortgage Manager will support your journey with every step of the way and help you become the best you can be! There will be warm leads readily available from the team of Estate Agents so you will never be short of business to write. The...
-
Health Safety
5 months ago
England, United Kingdom Avove Full time**Who we are**: Avove is a new, independent utilities infrastructure business, formed from the utilities division of leading infrastructure services company, Amey. We design, build and maintain the UK’s utilities infrastructure to help transform local communities for the better. We are proud to work in partnership with our clients, including Severn Trent,...
-
Mortgage Advisor
3 weeks ago
Eastern England, United Kingdom Mortgage Advice Bureau Full timeMortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking experienced Mortgage & Protection Advisors to join our successful team.If you...
-
Paraplanner
2 weeks ago
South West England, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeParaplanner Location - South West / Office based/ hybrid workingSalary - Highly Competitive + BonusAn SJP Partner Practice looking to appoint an experienced Paraplanner to join their growing team.This Practice is highly successful and prides itself on offering a first-class service to all clients, providing them with a range of investment and retirement...
-
Mortgage Advisor Buy to let Specialist
6 months ago
England,, UK, United Kingdom NRG Resourcing Full timeAre you a Mortgage Advisor with experience in Buy to Let?Are you looking for a remote self employed role with an abundance of leads provided & dedicated admin support!An average broker is banking £300k - £350k from the leads provided!No self generation required - Remote - Self Employed - Full support About the CompanyThis award-winning mortgage brokerage...