Financial Adviser

1 month ago


WaltononThames, Surrey, United Kingdom Financial Divisions Full time
Financial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA

A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos. I have placed 3 staff into the team and they are looking to expand their team with a brand new Adviser. They have been operating for many years and has built an outstanding reputation for providing holistic financial planning services to local families, retirees and some City professionals. They pride themselves on offer the highest quality service and generate new business purely through recommendation and referral. They offer advice on pensions, investments, tax planning, retirement planning, protections and esoteric investment schemes such as VCT/EIS/SEIS.

This role will be suitable for a candidate who is either Chartered or working towards their Chartered status with at least 3 - 5 years of solid advising experience and who has the gravitas and capabilities to work with HNW individuals and provide a quality service. The Directors do not require an adviser to bring AUM with them, but if you have any clients who match their investment proposition then they will welcome this.

The Managing Director has too many clients and is also trying to undertake strategic/managerial duties simletaneously and needs to pass on some of his book of business to a new adviser to free up his time. The role will be a mixture of managing existing cases (£300k - multiple millions) whilst marketing themselves and building upon any recommendations and referrals. Meetings are held in the office unless there are exceptional circumstances, e.g. elderly and vulnerable clients so the role would be office based but some WFH can be offered once you are bedded into the business.
  • £65k - £85k basic salary + bonuses
  • Manage existing clients and generate some new business
  • Surrey based retirees, City professionals and families
  • Whole of market financial advice
  • Benefits package on offer (PMI, PHI)
    Would this be of interest at all? get in touch with Peter at Financial Divisions.


  • Staines-upon-Thames, Surrey, United Kingdom RD Financial Recruitment Full time

    Financial Management Accountant - Join a Global Leader in Staines-upon-Thames. £45k-£55k. 2 days WFH Introduction: This well-known brand is a global leader and vertically integrated producer and marketer of high-quality products. With a reputation for quality and reliability spanning over 100 years, the brand is synonymous with excellence. The Role: As a...


  • Walton-on-Thames, Surrey, United Kingdom Pure Resourcing Limited Full time

    Mortgage Paraplanner / Mortgage Administrator -SurreyOur client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs. They are a fun and close-knit team who all share a passion for delivering a truly first-class customer experience,helping to fulfill aspirations and to see their...


  • Walton-on-Thames, Surrey, United Kingdom Pure Resourcing Limited Full time

    Mortgage ParaplannerSurreyOur client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs. They are a fun and close-knit team who all share a passion for delivering a truly first-class customer experience,helping to fulfill aspirations and to see their client's dreams realised.Due to...


  • Staines-upon-Thames, Surrey, United Kingdom Clarke Recruitment Solutions Full time

    Currently, we're on the lookout for an experienced Finance Business Partner to join our dynamic Finance team. This is a great opportunity to become a financial analysis "rock star" and grow your career in a global tech company In this role you will partner with different global business departments, providing financial information, tools, analysis, and...


  • Staines-upon-Thames, Surrey, United Kingdom The People Network Full time £45,000 - £55,000

    EPM Support Analyst - Staines-upon-Thames/Hybrid A boutique global consulting firm is seeking a proactive and enthusiastic EPM Support Analyst to join the team. This consultancy has a specialist EPM practice, helping customers to leverage solution that enable them to make fast, informed decisions that drive growth, reduce risk and increase profitability....

  • EPM Support Analyst

    5 days ago


    Staines-upon-Thames, Surrey, United Kingdom The People Network Full time £45,000 - £55,000

    EPM Support Analyst - Staines-upon-Thames/Hybrid A boutique global consulting firm is seeking a proactive and enthusiastic EPM Support Analyst to join the team. This consultancy has a specialist EPM practice, helping customers to leverage solution that enable them to make fast, informed decisions that drive growth, reduce risk and increase profitability....


  • Sunbury-on-Thames, Surrey, United Kingdom Integral UK Ltd Full time

    Title: Electrical SupervisorWe have an exciting opportunity for a skilled and driven Electrical Supervisor to join our team at Integral/JLL, working on-site at our esteemed client's facility in Sunbury. As one of the leading providers of facilities management services worldwide, Integral/JLL offers a dynamic and inclusive working environment where you can...

  • EPM Support Analyst

    5 days ago


    Staines-upon-Thames, Surrey, United Kingdom The People Network Full time

    EPM Support Analyst – Staines-upon-Thames/Hybrid A boutique global consulting firm is seeking a proactive and enthusiastic EPM Support Analyst to join the team. This consultancy has a specialist EPM practice, helping customers to leverage solution that enable them to make fast, informed decisions that drive growth, reduce risk and increase profitability....

  • EPM Support Analyst

    3 weeks ago


    Staines-upon-Thames, Surrey, United Kingdom The People Network Full time

    EPM Support Analyst – Staines-upon-Thames/Hybrid A boutique global consulting firm is seeking a proactive and enthusiastic EPM Support Analyst to join the team. This consultancy has a specialist EPM practice, helping customers to leverage solution that enable them to make fast, informed decisions that drive growth, reduce risk and increase profitability....


  • Thames Ditton, Surrey, United Kingdom Havas Health & You Full time

    Sciterion – Medical communications that enable positive change in clinical practice to benefit the lives of people living with health issues.Sciterion are focused on delivering science that speaks to people. Our mission is to drive excellence in medical affairs including medical education and medical communications. We facilitate meaningful exchange...

  • Executive Assistant

    3 weeks ago


    Staines-upon-Thames, Surrey, United Kingdom Morgan Philips Specialist Recruitment Full time

    We are seeking a highly organized and proactive Executive Assistant to support our 2 key senior leaders in the organisation. This is a full-time role and will be based in the office 5 days per week. Reporting to the Office Manager and operating as part of a small team of EA's, the successful candidate will be responsible for managing calendars, coordinating...

  • Security Consultant

    4 days ago


    Staines-upon-Thames, Surrey, United Kingdom Bupa Full time

    Security ConsultantLocation: Staines (TW18 3DZ) / London ( EC2R 7HJ) / Manchester ( M50 3SP)**Hybrid working (mostly remote with some on-site at Manchester / Staines)PermanentSalary: up to £72,000 (D.O.E) + 10% Bonus + Fantastic BenefitsFull time 37.5hrsAt Bupa, we're passionate about technology. With colleagues, customers, patients and residents in mind...

  • Security Architect

    5 days ago


    Staines-upon-Thames, Surrey, United Kingdom Bupa Full time

    Job Description:Security ArchitectStaines (TW18 3DZ) / Manchester (M50 3SP) / London (EC2R 7HJ)Hybrid working (mostly remote with some on-site at Manchester / Staines)PermanentUp to £90,000 (D.O.E) + 10% Bonus + Fantastic BenefitsFull time 37.5 hours per weekAt Bupa, we're passionate about technology. With colleagues, customers, patients, and residents in...

  • Financial Adviser

    4 weeks ago


    Henley-on-Thames, United Kingdom The Burford Recruitment Company Ltd Full time

    Annual and quarterly bonus 💫 Study support towards Chartered status 💫 Serval social events throughout the year 💫 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their...

  • Financial Adviser

    3 weeks ago


    Henley-on-Thames, United Kingdom The Burford Recruitment Company Ltd Full time

    Annual and quarterly bonus 💫 Study support towards Chartered status 💫 Serval social events throughout the year 💫 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their...

  • Financial Adviser

    4 weeks ago


    Henley-on-Thames, United Kingdom The Burford Recruitment Company Ltd Full time

    Annual and quarterly bonus Study support towards Chartered status Serval social events throughout the year 25 days holidayThe Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding team.Based at...

  • Financial Adviser

    3 weeks ago


    Henley-on-Thames, United Kingdom The Burford Recruitment Company Ltd Full time

    Annual and quarterly bonus Study support towards Chartered status Serval social events throughout the year 25 days holidayThe Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding team.Based at...

  • Financial Adviser

    5 days ago


    Henley on Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full time

    Annual and quarterly bonusStudy support towards Chartered statusLots of social events throughout the yearPrivate carpark25 days holidayThe Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding...

  • Financial Adviser

    3 weeks ago


    Henley-on-Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full time

    Annual and quarterly bonusStudy support towards Chartered statusLots of social events throughout the yearPrivate carpark25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding...

  • Financial Adviser

    7 days ago


    Henley-on-Thames, United Kingdom The Burford Recruitment Company Full time

    Annual and quarterly bonusStudy support towards Chartered statusLots of social events throughout the yearPrivate carpark25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding...

  • Financial Adviser

    2 weeks ago


    Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local award-winning company with a **20-year heritage**: - **Best Financial Advisers To Work For -** Professional Adviser Award 2023 - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more...

  • Financial Adviser

    4 weeks ago


    Henley-on-Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full time

    Annual and quarterly bonus Study support towards Chartered status Lots of social events throughout the year Private carpark 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their...

  • Financial Adviser

    4 weeks ago


    Henley-on-Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full time

    Annual and quarterly bonus Study support towards Chartered status Lots of social events throughout the year Private carpark 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their...


  • Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local award-winning company with a **20-year heritage**: - **Best Financial Advisers To Work For -** Professional Adviser Award 2023 - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more...

  • Financial Adviser

    3 weeks ago


    Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local company with a **20-year heritage**: - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more **visit joslinrhodes.co.uk/careers** **Are you stuck in a rut?** **Do you relish the idea of a...

  • Financial Adviser

    3 weeks ago


    Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local company with a **20 year heritage**: - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more **visit joslinrhodes.co.uk/careers** **Are you stuck in a rut?** **Do you relish the idea of a...

  • Financial Adviser

    5 days ago


    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    Are you looking for a new career or new challenge in 2023? Join a local awardwinning company with a 20year heritage:Best Financial Advisers To Work For - Professional Adviser Award 2023- Full-time employed positions- Any age career changers welcome Comprehensive training provided in our AcademyTo find out more visit Are you stuck in a rut?Do you relish the...


  • Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local award-winning company with a **20-year heritage**: - **Best Financial Advisers To Work For -** Professional Adviser Award 2023 - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more...


  • Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local award-winning company with a **20-year heritage**: - **Best Financial Advisers To Work For -** Professional Adviser Award 2023 - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more...


  • Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local company with a **20-year heritage**: - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more **visit joslinrhodes.co.uk/careers** **Are you stuck in a rut?** **Do you relish the idea of a...


  • Stockton-on-Tees, United Kingdom Joslin Rhodes Lifestyle Financial Planning Limited Full time

    **Are you looking for a new career or new challenge in 2023?** - Join a local company with a **20 year heritage**: - **Full-time employed **positions - **Any age** career changers welcome - Comprehensive **training provided** in our **Academy** To find out more **visit joslinrhodes.co.uk/careers** **Are you stuck in a rut?** **Do you relish the idea of a...

  • Financial Adviser

    4 weeks ago


    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Recruit UK Full time

    Job Title: Financial Adviser Industry: Financial Planning Location: Stockton on Tees Salary: £50,000 Job Reference: 8983 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent Financial Advice firm with offices in Stockton on Tees and across the UK. They provide...

  • Financial Adviser

    3 weeks ago


    Stockton-on-Tees, Stockton-on-Tees, United Kingdom Recruit UK Full time

    Job Title: Financial Adviser Industry: Financial Planning Location: Stockton on Tees Salary: £50,000 Job Reference: 8983 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent Financial Advice firm with offices in Stockton on Tees and across the UK. They provide...