Financial Advisor
4 weeks ago
This employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this further. It is important you enjoy building long-term relationships with clients, and deliver in-depth reviews to understand their current and future goals and objectives. You will be advising on pensions, investments, protection and other financial needs. The clients are spread across Bedfordshire, Hertfordshire and Buckinghamshire. This is a hybrid role with element of home working, visiting clients and once a week to their Luton office. The business uses a mixture of telephone, video and in-person client meetings. Alongside servicing the clients, you should look to develop new business from existing clients, referrals or lead generation methods. Financial Advisor Requirements You should hold fully Level 4 Diploma in financial planning or equivalent You should have 2+ years’ client facing experience as Financial Advisor (with CAS status) You should have a proven, demonstrable track record in being able to grow a client bank through proactive activities You should have a client centric approach You should have e...
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Financial Advisor
4 weeks ago
Luton, United Kingdom Premier Jobs UK Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
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Financial Advisor
2 weeks ago
luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
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Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to...
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Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm.Check below to see if you have what is needed for this opportunity, and if so, make an application asap.You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to...
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Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service and grow this...
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Financial Advisor
1 week ago
Luton, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service...
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Financial Advisor
2 weeks ago
Luton, United Kingdom Premier Jobs UK Limited Full timeJob DescriptionThis employed Financial Advisor job is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM for you to takeover servicing, ensuring clients continue to receive excellent ongoing financial planning. This will provide a platform to retain, service...
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Financial Advisor
7 days ago
Luton, United Kingdom Sahasraa Solutions Full timeAbout the role This employed Financial Advisor role is available within a small, directly authorised independent financial advisory firm. You will be provided with an existing client bank of circa £25m FuM to take over servicing, ensuring clients continue to receive excellent ongoing financial planning. The role provides a platform to retain, serve, and...
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Financial Control Analyst
2 weeks ago
Luton, United Kingdom Ernest Hunter Green Full time£55,000 plus excellent career development and opportunities, full benefits package & bonus Based in Luton with shuttle bus service from Luton Parkway Station Flexibility to work on a hybrid basis **Role Summary** - Identify significant locations, business units, transaction cycles and critical processes and accounts ensuring an adequate scope and testing of...
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Treasury and Financial Planning Manager
1 week ago
Luton, United Kingdom Robertson Bell Full timeWant to lead a £100m turnover organisation through their 30-year financial plan? Are you a treasury professional seeking a new challenge? Could you inspire and motivate a small team? If yes, please read on! Robertson Bell are pleased to be working with this leading organisation whilst they are recruiting for a permanent Treasury and Financial Planning...
