Current jobs related to IFA - Entry Level - Nottingham - Robinson Financial Careers

  • Senior Ifa Administrator

    5 months ago

    Nottingham, United Kingdom Page Personnel Full time

    Leading business in its sector - Recruiting for two fixed term contracts **About Our Client**: This leading and growing wealth management organisation provides financial advice to a wide variety of clients and is one the largest in the UK of its kind. Having won many awards recognised within the wealth management sector, the business prides itself and...

  • Entry Level Management Trainee

    5 months ago

    Nottingham, United Kingdom Deuce Associates Full time

    **Entry Level Management Trainee** Our client is currently looking for an **ENTRY LEVEL Management Trainee in Nottingham.** **Full Time | Weekly Pay** This role is ideal for graduates or individuals who are eager to kickstart their careers. Comprehensive on-the-job training will be provided, offering a great opportunity for rapid growth from an...

  • Financial Services Administrator

    5 months ago

    Nottingham, United Kingdom Red IFA Full time

    **Key Duties and Responsibilities**: - Binding, scanning, printing and filing duties, as required - Basic letters and correspondence - Data entry of back office system (Full training to be given) - Maintaining and updating client records - Attending internal/external training courses and events where required - E-filing and saving documents onto the back...

  • Entry Level Graduate Scheme

    4 months ago

    Nottingham, United Kingdom Digby Morgan Full time

    summary - _ nottingham, east midlands_ - _ £25,000 - £40,000 per year_ - _ permanent_- specialism - graduate- sub specialism - business services- reference number - PR-1193784:EM:H - job details Entry Level Graduate Scheme (Sales, Customer Service and Account Management) Do you like facts? Fact Number 1 - Many students attend university with no...

  • Entry Level Graduate Scheme

    5 months ago

    Nottingham, United Kingdom Digby Morgan Full time

    summary - _ nottingham, east midlands_ - _ £25,000 - £40,000 per year_ - _ permanent_- specialism - graduate- sub specialism - business services- reference number - PR-1228870:EM:G - job details Entry Level Graduate Scheme (Sales, Customer Service and Account Management) Do you like facts? Fact Number 1 - Many students attend university with no...

  • Entry Level Graduate Scheme

    5 months ago

    Nottingham, United Kingdom Digby Morgan Full time

    summary - _ nottingham, east midlands_ - _ £25,000 - £40,000 per year_ - _ permanent_- specialism - graduate- sub specialism - business services- reference number - PR-1193784:EM:B - job details Entry Level Graduate Scheme (Sales, Customer Service and Account Management) Do you like facts? Fact Number 1 - Many students attend university with no...

  • Ifa Administrator

    5 months ago

    Nottingham, United Kingdom Capio Recruitment Full time

    **Job Title: IFA Administrator** **Salary: £21,000 - £27,000** **Location: Nottingham** This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to grow with successful acquisitions and a strong reputation within the industry. They place an emphasis on client care and providing...

  • Entry Level Opportunity

    5 months ago

    Nottingham, United Kingdom Elizabeth Michael Associates Full time

    _Looking to join a company that values your growth as much as you do? We're thrilled to introduce an exceptional entry level opportunity at a business that has been at the forefront of our recruitment endeavors for years!_ - With a steadfast dedication to training, a genuine care for its staff and a resolute focus on long-term growth, this is where you'll...

  • Cashier - Entry Level

    2 weeks ago

    Nottingham, Nottingham, United Kingdom Hays Specialist Recruitment Limited Full time

    About the RoleHays Specialist Recruitment Limited is seeking a motivated and detail-oriented individual to join their finance team as an entry-level cashier. This role provides a unique opportunity for recent graduates with a passion for accounting and finance to gain valuable experience and advance their careers.Key ResponsibilitiesProcess cash transactions...

  • Entry Level Management Trainee

    2 weeks ago

    Nottingham, United Kingdom Vantage Point Associates Full time

    Our client is currently looking for an Entry Level Management Trainee in Nottingham. (In Person Only!)Full Time | Weekly PayThis role is ideal for graduates or individuals who are eager to kickstart their careers.Comprehensive on-the-job training will be provided, offering a great opportunity for rapid growth from an entry-level position to...

  • Entry Level Management Trainee

    2 weeks ago

    Nottingham, United Kingdom Vantage Point Associates Full time

    Our client is currently looking for an Entry Level Management Trainee in Nottingham. (In Person Only!)Full Time | Weekly PayThis role is ideal for graduates or individuals who are eager to kickstart their careers.Comprehensive on-the-job training will be provided, offering a great opportunity for rapid growth from an entry-level position to...

  • Entry Level Management Trainee

    1 week ago

    Nottingham, United Kingdom Vantage Point Associates Full time

    Our client is currently looking for an Entry Level Management Trainee in Nottingham. (In Person Only!)Full Time | Weekly PayThis role is ideal for graduates or individuals who are eager to kickstart their careers.Comprehensive on-the-job training will be provided, offering a great opportunity for rapid growth from an entry-level position to...

  • Entry level sales representative

    2 days ago

    nottingham, United Kingdom Avenue-C Full time

    Are you looking to advance your career in a dynamic and positive environment ? while adopting a modern approach! This is a fantastic opportunity for someone early in their career to gain hands-on experience in a fast-paced, collaborative environment. Do you pride yourself in delivering exceptional services? We work closely with our clients to always strive...

  • Entry level sales representative

    1 day ago

    Nottingham, United Kingdom Avenue-C Full time

    Job Description Are you looking to advance your career in a dynamic and positive environment ? while adopting a modern approach! This is a fantastic opportunity for someone early in their career to gain hands-on experience in a fast-paced, collaborative environment. Do you pride yourself in delivering exceptional services? We work closely with our clients...

  • Entry level sales representative

    3 days ago

    Nottingham, United Kingdom Avenue-C Full time

    Are you looking to advance your career in a dynamic and positive environment ? while adopting a modern approach! This is a fantastic opportunity for someone early in their career to gain hands-on experience in a fast-paced, collaborative environment.Do you pride yourself in delivering exceptional services? We work closely with our clients to always strive to...

  • Property Inspector

    5 months ago

    Nottingham, United Kingdom Elizabeth Michael Associates Full time

    **Property Inspector** **NG9, Bramcote** **£19,000 - £23,000 per annum** **Monday to Friday 08:30am-05:00pm. 1 in 3 Saturdays 9am - 2pm** Are you passionate about property and eager to kickstart your career in the industry? We're looking for a dedicated Property Inspector to join our team and take charge of routine inspections for our managed lettings...

  • Entry level sales representative

    3 days ago

    Nottingham, UK, Nottinghamshire, United Kingdom Avenue-C Full time

    Are you looking to advance your career in a dynamic and positive environment ? while adopting a modern approach! This is a fantastic opportunity for someone early in their career to gain hands-on experience in a fast-paced, collaborative environment.Do you pride yourself in delivering exceptional services? We work closely with our clients to always strive to...

  • Entry level Accounts Assistant

    1 month ago

    Nottingham, United Kingdom HAYS Full time

    Graduate Cashier with studying support Your new company If you are a recent graduate with the view to going into Accounting and Finance, then this role could be the perfect role for you! Hays are working with a Nottingham client who are recruiting an entry-level cashier into their finance team. This role provides plenty of opportunity for career...

  • Entry level Accounts Assistant

    1 month ago

    Nottingham, United Kingdom Hays Full time

    Graduate Cashier with studying support Your new company If you are a recent graduate with the view to going into Accounting and Finance, then this role could be the perfect role for you! Hays are working with a Nottingham client who are recruiting an entry-level cashier into their finance team. This role provides plenty of opportunity for career progression...

  • Entry Level Sales Opportunity

    5 months ago

    Nottingham, United Kingdom Elizabeth Michael Associates Full time

    Are you a go-getter with a passion for embracing a career in sales?! Do you have a desire to kickstart your career with a forward-thinking company? Look no further! We're searching for a highly enthusiastic individual who are eager to dive into the world of advertising sales and make a real impact on our client’s business as well as your own career! This...

IFA - Entry Level

2 months ago

Nottingham, United Kingdom Robinson Financial Careers Full time

This is a rare opportunity to join on of the UK’s largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.

In this role, you’ll have the chance to work with existing clients while also reaching out to new ones. In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.

Job summary

  • Provide professional advice and solutions in accordance with FCA regulations, adhering to brand standards, processes, and procedures, providing the most suitable research for all clients.
  • Generate new client opportunities through a combination of self-generated introductions, professional connections and existing clients.
  • Identify and provide new business opportunities across a broad range of financial planning needs, enabling clients to achieve their financial goals. Taking responsibility to maintain and expand client numbers, AUM, and revenue, through proactive and excellent service.

Responsibilities

  • Gather, analyse, and document all information needed to provide financial advice in line with brand standards.
  • Research and analyse all suitable solutions available to meet the client’s needs.
  • Keep client records up to date to be fully aware of client’s objectives/aims to make suitable recommendations.
  • Maintain a high level of regular client contact, providing advice where required and ensuring a strong client service to complement the annual review service.
  • Keeping up to date with changes that impact client’s financial situations, being able to interpret and provide appropriate guidance and advice.

The ideal person

  • Relevant and recent experience of working within a similar role within financial services.
  • Be both servicing and growth-focused to take over clients, build upon existing strong client relationships and develop new business opportunities.
  • Strong organisational and time management skills as well as a high attention to detail.
  • High levels of commercial awareness.
  • Ability to explain complex information simply and clearly.
  • Strong knowledge of all financial planning with a specific focus on holistic financial planning.

Qualifications

  • Achievement and maintenance of CAS and be a minimum of level 4 diploma qualified (desired Chartered status or working towards).
  • Relevant and recent experience of working within a similar role within financial services.

Salary and Benefits

  • Compensation dependent on skills and experience
  • 25 days annual leave
  • Auto enrolment pension
  • Training and support towards industry recognised certifications
  • Death in Service
  • Cycle to work scheme