Independent Financial Adviser

5 months ago

London, United Kingdom Blakemore Recruitment Full time

We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank. Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients.

  • 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.
  • You must have a minimum of 2 year’s experience in an advisory role.
  • Technical competence in advising 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.
  • Competent Adviser Status in current role.
  • 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 offering advice but is looking for the support of a firm to provide the clients and opportunities to write business.

We are recruiting for an IFA in London who have a requirement for someone to service an existing client bank.Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to clients.

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 provided by the paraplanning team.

You must have a minimum of 2 year’s experience in an advisory role.

Technical competence in advising 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.

Must be proficient in MS Office (Word, Excel, PowerPoint, etc).

Minimum Level 4 Diploma Status.

Competent Adviser Status in current role.

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

  • Independent Financial Adviser

    5 months ago

    South London, United Kingdom RecruitUK Full time

    **Job Title**: Financial Adviser **Location**:South London **Salary**: £40,000 + generous bonus **Job reference**: 8861 Recruit UK are working on an excellent opportunity for a Financial Adviser based in or around South London to join an Independent Financial Advice practice. This independent and directly authorised firm is looking for a new...

  • Launch a Rewarding Career as a Financial Adviser

    2 months ago

    London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time

    About St. James's Place Financial Adviser AcademyWe're a leading provider of financial advice and training, dedicated to helping individuals launch a rewarding career as a financial adviser. Our Academy programme is designed to engage and challenge you through a blend of digital, live, and practical learning opportunities.What We're Looking ForA successful...

  • Launch a Rewarding Career as a Financial Adviser

    2 months ago

    London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full time

    About St. James's Place Financial Adviser AcademyWe're a leading provider of financial advice and training, dedicated to helping individuals launch a rewarding career as a financial adviser. Our Academy programme is designed to engage and challenge you through a blend of digital, live, and practical learning opportunities.What We're Looking ForA successful...

  • Financial Adviser to Partner

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Financial Divisions. As a Financial Adviser to Partner, you will play a key role in helping us expand our business and provide exceptional service to our clients.Key ResponsibilitiesProvide expert financial advice to clients and help them achieve their financial goalsWork...

  • Financial Adviser to Partner

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    About the RoleWe are seeking a highly skilled Financial Adviser to join our team at Financial Divisions. As a Financial Adviser to Partner, you will play a key role in helping us expand our business and provide exceptional service to our clients.Key ResponsibilitiesProvide expert financial advice to clients and help them achieve their financial goalsWork...

  • Independent Financial Adviser

    5 months ago

    North West London, United Kingdom Ortus PSR Full time

    My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team. While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required. **Responsibilities**: - Provide expert financial advice and guidance to clients in line with their financial goals...

  • Financial Adviser

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Financial Adviser to join their team. As a Financial Adviser, you will be responsible for managing a portfolio of high net worth clients, providing holistic advice on investments, and growing the business for the long term. The ideal candidate will have 2-3 years of experience in financial planning, a strong...

  • Financial Adviser

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Divisions is seeking a skilled Financial Adviser to join their team. As a Financial Adviser, you will be responsible for managing a portfolio of high net worth clients, providing holistic advice on investments, and growing the business for the long term. The ideal candidate will have 2-3 years of experience in financial planning, a strong...

  • Financial Adviser to Partner

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Join a Thriving Wealth Management FirmOur client, a highly respected Independent, Chartered Wealth Management firm, is seeking a highly skilled Financial Adviser to Partner to join their team. With nearly 10 years of organic growth, they have established a reputation for delivering exceptional client service and providing their staff with fulfilling...

  • Financial Adviser to Partner

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Join a Thriving Wealth Management FirmOur client, a highly respected Independent, Chartered Wealth Management firm, is seeking a highly skilled Financial Adviser to Partner to join their team. With nearly 10 years of organic growth, they have established a reputation for delivering exceptional client service and providing their staff with fulfilling...

  • Financial Adviser Programme

    2 months ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking a highly motivated and ambitious individual to join our team as a Financial Adviser. As a Financial Adviser, you will have the opportunity to work with clients to understand their financial goals and provide tailored advice to help them achieve their objectives.Key ResponsibilitiesConduct thorough financial assessments to...

  • Senior Independent Financial Adviser

    5 months ago

    London, United Kingdom Ortus PSR Full time

    **Location**: Lovely Offices near Hyde Park Join my clients vibrant team at a prestigious Independent Financial Advice firm nestled near Hyde Park. We specialise in serving clients in the media and creative industries, offering tailored financial solutions and hosting engaging networking events. With a focus on excellence and innovation, they are committed...

  • Trainee Financial Adviser

    4 months ago

    London, United Kingdom Financial Lifestyle Management Full time

    Job Advert Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals while pursuing your own dreams of success? If the answer is yes, this opportunity could be perfect for you. We are FLM, a fast growing wealth management company who look after over £1.65bn of client money across...

  • Employed Financial Adviser to Manage Existing Client Portfolio

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Adviser RoleWe are seeking an experienced Financial Adviser to join our team at Financial Divisions. As a key member of our team, you will be responsible for managing our existing client base, providing high-quality advice on pensions, investments, retirement planning, tax planning, and other financial services.Key Responsibilities:Build strong...

  • Employed Financial Adviser to Manage Existing Client Portfolio

    3 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Adviser RoleWe are seeking an experienced Financial Adviser to join our team at Financial Divisions. As a key member of our team, you will be responsible for managing our existing client base, providing high-quality advice on pensions, investments, retirement planning, tax planning, and other financial services.Key Responsibilities:Build strong...

  • Employed Financial Adviser to Manage Existing Client Portfolio

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Adviser RoleAre you a skilled Financial Adviser looking for a new opportunity to utilize your expertise in client relationship management? Our client, a well-established independent firm of Chartered Financial Advisers, is seeking a seasoned professional to join their team.About the RoleThis is a unique opportunity to manage a well-established...

  • Employed Financial Adviser to Manage Existing Client Portfolio

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Adviser RoleAre you a skilled Financial Adviser looking for a new opportunity to utilize your expertise in client relationship management? Our client, a well-established independent firm of Chartered Financial Advisers, is seeking a seasoned professional to join their team.About the RoleThis is a unique opportunity to manage a well-established...

  • Employed Financial Adviser to Manage Existing Client Portfolio

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Adviser RoleOur client, a well-established independent firm of Chartered Financial Advisers, is seeking a skilled Financial Adviser to join their team. This firm has a stellar reputation for providing clear, high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across...

  • Employed Financial Adviser to Manage Existing Client Portfolio

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Adviser RoleOur client, a well-established independent firm of Chartered Financial Advisers, is seeking a skilled Financial Adviser to join their team. This firm has a stellar reputation for providing clear, high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across...

  • Financial Adviser

    4 weeks ago

    London, Greater London, United Kingdom Financial Divisions Full time

    Financial Adviser - HNW & UHNW ClientsWe are seeking a highly skilled Financial Adviser to join our team at Financial Divisions. As a key member of our team, you will be responsible for managing a portion of our existing book of business, which includes high net worth and ultra-high net worth clients.About the RoleManage existing clients with an average AUM...