Trainee Independent Financial Adviser
2 weeks ago
- Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
- You will be expected to work in accordance of the firm and full support will be provided by the paraplanning team.
- Technical competence on pensions, investments, and insurances in the pre and post retirement stages.
- You must have the ability to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy to put clients at ease.
- Minimum Level 4 Diploma Status.
- Commitment to ongoing Professional Development.
- Ability to work in a fast-paced environment.
- To be a self-starter and be able to manage leads and report into the senior management
This is an excellent opportunity for someone who is passionate about developing their career int offering advice but is looking for the support of a firm to provide the training and development for the right person
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Client Operations Adviser
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeMy client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern. You will be supporting Directors/Advisers with administration across pensions, investments,...
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Financial Adviser
2 weeks ago
London, Greater London, United Kingdom Heat Recruitment Full timeFinancial Adviser - London - £40K - £60K Are you an experienced Financial Advisor looking for a company that provides support, guidance, and everything you need to be successful? Our client is looking for the next member of their advisory team. Main Duties and ResponsibilitiesAnalyse, identify, and evaluate customer's personal, business, and financial...
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Independent Financial Advisor
7 hours ago
London, Greater London, United Kingdom Brevere Group Full timeDue to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients. Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across...
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Chartered IFA
3 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeManage an existing client base Manage a book of 150+ clients with AUM between £750k-£1m My client are an Independent Financial Advice firm with offices in Croydon. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a...
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Financial Advisor
2 weeks ago
London, Greater London, United Kingdom Vision-FS Recruitment Full timeYOUR NEW COMPANY A boutique Financial Planning business seeks to expand organically its network of Diploma Qualified Financial Advisor's across the UK. A regulated, London Based, Independent Financial Adviser and Wealth Management firm, directly authorised, offering a range of services to a wide range of investors, including private clients, trusts and...
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Self Employed Financial Advisors
1 week ago
London, Greater London, United Kingdom OneDome Full timeHighest Payaway Rate for Self-Employed Financial AdvisersAre you looking to retire in the next 5 years? A rapidly expanding wealth management and financial advice firm is seeking to hire several successful financial advisers on a self-employed basis, offering highly competitive payaway rates and a very attractive exit package.Requirements: Possession of a...
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Trainee Investment Manager
4 weeks ago
London, Greater London, United Kingdom Regal Brooke Ltd Full timeWe are seeking highly motivated individuals for the position of Graduate Trainee Investment Manager at a top investment bank. This is a unique opportunity for recent graduates who are eager to pursue a career in investment management and are dedicated to obtaining the prestigious Chartered Financial Analyst (CFA) qualification.As a Graduate Trainee, you will...
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Junior Financial Adviser
7 days ago
London, Greater London, United Kingdom Australasian Recruitment Company Full timeJUNIOR FINANCIAL ADVISORThis is an exciting opportunity for Junior Financial Advisor to join a leading financial institutions helping build a strong financial future JUNIOR FINANCIAL ADVISOR ROLE:Assisting senior advisors in conducting client meetings to gather financial information, assess goals, and provide personalized recommendationsPreparing financial...
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Senior Associate
7 days ago
London, Greater London, United Kingdom cer Financial Full timeSenior AssociateCity of LondonPermanent£65,000cer Financial are working alongside a really interesting financial services company who are based in the City of London. They are seeking a Senior Associate/Portfolio Analyst to work with them on a permanent basis. They will be looking after a portfolio of Commercial Real Estate Loans packaged in CMBS. The...
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Trainee Estimator
2 days ago
London, Greater London, United Kingdom ONE WAY Full timeAn excellent full time, permanent opportunity is on offer for a Trainee Estimator to join forces with a well-established main contractor who have an excellent reputation in the industry, delivering high-quality buildings across a variety of sectors. This is an excellent opportunity for an aspiring Estimator to progress and thrive, whilst working on...
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business affairs executive, independent film
1 month ago
London, Greater London, United Kingdom Kinsella Legal Full timeBUSINESS AFFAIRS, INDEPENDENT FILM MONTH FTCCENTRAL LONDON / REMOTE / HYBRID Our client is one of the leading specialists in high-end independent film, representing some of the world's leading auteurs. As a well-established business, they cover all aspects of finance, sales, marketing and distribution of high calibre films. We are looking for an experienced...
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Head of Partnerships and Philanthropy
3 days ago
London, Greater London, United Kingdom Independent Age Full timeAt Independent Age, we believe that no older person should face financial hardship. That's why, by 2027, our goal is to have improved the lives of one million older people. Our impact across policy, campaigning, information and advice, grant-making and partnerships improves lives by increasing the financial well-being of older people in financial hardship,...
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Information and Advice Trainer
7 days ago
London, Greater London, United Kingdom Independent Age Full timeAt Independent Age, we believe that no older person should face financial hardship. That's why, by 2027, our goal is to have improved the lives of one million older people. Our impact across policy, campaigning, information and advice, grant-making and partnerships improves lives by increasing the financial well-being of older people in financial hardship,...
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Financial Controller
4 weeks ago
London, Greater London, United Kingdom Amnesty International UK Full timeAmnesty International UK (AIUK) has a simple aim: an end to human rights abuses. Independent, international and influential, we campaign for justice, fairness, freedom and truth wherever they are denied. If you want to use your skills, knowledge, and experience to be successful in this role, you could be our Financial Controller.About the roleWith an income...
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Audience Editor
4 weeks ago
London, Greater London, United Kingdom The Independent Full timeAudience Editor – The IndependentAbout usThe Independent is an online news publisher that was established in 1986 as a national newspaper independent of party political affiliations or proprietorial influence. In 2016, The Independent became a fully digital publisher, moving away from print in pursuit of sustainability, and to safeguard its values and...
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Private Financial Advisor
7 days ago
London, Greater London, United Kingdom F S People Ltd Full timeOur Client are a leading Investment Management company, providing financial planning services to their Client's throughout the UK, and around the globe.Having been established for over 40 years, this company has a fantastic reputation within the field of Investment Management and a proven successful track record of assisting their clients with achieving...
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Security & Counterparty Adviser
3 weeks ago
London, Greater London, United Kingdom AMC Insurance Appointments Ltd Full timeOur client, a leading independent Lloyd's Broker, is looking for a Security & Counterparty Adviser. The Security & Counterparty Adviser is responsible for supporting nominated business units through delivering effective and compliant onboarding of clients, insurers and other counterparties. They will provide support to other team members, by delivering...
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Financial Wellbeing Adviser
1 month ago
London, Greater London, United Kingdom Catch22 Full timeJob DescriptionAbout the RoleWorking within the Catch22 Justice team (London region), this post presents an exciting opportunity to become a frontline practitioner within our Finance, Benefit, and Debt (FBD) services. Commissioned by HMPPS, this service is focused on supporting adult male ex-offenders, to understand and address root causes of FBD needs, such...
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Interim Independent Chair
1 month ago
London, Greater London, United Kingdom Social Work First Full timeSocial Work First are recruiting..London Independent Chair - Newham Transformation and Improvement Board£800 - £1000 a dayIndependent Chair of the Transformation and Improvement Board - 2 days per monthIn an exciting, ambitious and diverse borough in East London, and we are one of the fastest growing, young and diverse boroughs in the country. Nearly three...
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Financial Accountant
4 weeks ago
London, Greater London, United Kingdom FIS Global Full timePosition Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Accounting Travel Percentage : 0%Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people...