Financial Advisor

4 weeks ago

Luton, United Kingdom Premier Jobs UK Full time

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...

  • Financial Advisor

    4 weeks ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    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...

  • Financial Advisor

    2 weeks ago

    luton, United Kingdom Premier Jobs UK Limited Full time

    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...

  • Financial Advisor

    1 week ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    This 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...

  • Financial Advisor

    1 week ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    This 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...

  • Financial Advisor

    1 week ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    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...

  • Financial Advisor

    1 week ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    Job 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...

  • Financial Advisor

    2 weeks ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    Job 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...

  • Financial Advisor

    2 weeks ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    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. xsabvtc This will provide a platform to retain, service and...

  • Financial Advisor

    4 weeks ago

    Luton, United Kingdom Premier Jobs UK Limited Full time

    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...

  • Financial Advisor

    6 days ago

    Luton, United Kingdom Sahasraa Solutions Full time

    About 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...