Independent Financial Adviser

4 weeks ago


North Kesteven Lincolnshire, United Kingdom Heat Recruitment Ltd Full time

Job Title: Independent Financial Adviser Location: Lincoln, UK Salary: Dependent on experience We are seeking an experienced Independent Financial Adviser to join a reputable financial services team based in Lincoln. This role offers a unique opportunity to work with longstanding clients while actively building and expanding your own portfolio. If you have a passion for financial planning, exceptional business development skills, and a commitment to providing top-notch client service, we want to hear from you. Key Responsibilities:

  • Client Acquisition: While there may be some clients available for reallocation, we are looking for an individual with strong business development skills to actively build and grow their caseload.
  • Client Servicing: Provide comprehensive financial advice to clients in areas such as Investments, Pensions, Protection, and Equity Release.
  • Relationship Building: Develop and maintain strong business relationships with colleagues to generate leads and support your business growth.
Qualifications and Experience:
  • Qualified to Level 4 Diploma in Financial Planning or equivalent.
  • Proven experience as a Financial Adviser with a successful track record in business development.
  • Excellent knowledge of Investments, Pensions, Protection, and Equity Release.
What next? If you are an ambitious and experienced Independent Financial Adviser looking to take the next step in your career, we would love to hear from you. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII, CISI, LIBF

  • North Kesteven, Lincolnshire, United Kingdom Heat Recruitment Ltd Full time

    Job Title: Independent Financial Adviser We are seeking an experienced Independent Financial Adviser to join a reputable financial services team based in Lincoln. This role offers a unique opportunity to work with longstanding clients while actively building and expanding your own portfolio. If you have a passion for financial planning, exceptional...


  • North Hykeham, United Kingdom Heat Recruitment Ltd Full time

    Job Title: Independent Financial AdviserLocation: Lincoln, UKSalary: Dependent on experienceWe are seeking an experienced Independent Financial Adviser to join a reputable financial services team based in Lincoln. This role offers a unique opportunity to work with longstanding clients while actively building and expanding your own portfolio. If you have a...


  • North Warwickshire, Warwickshire, United Kingdom Heat Recruitment Ltd Full time

    Job Title - Independent Financial Adviser Location - Meriden, UK (flexi/remote for advisers within the West Midlands) Salary - dependent on experience / qualifications + bonus We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. Their commitment to delivering...


  • 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...


  • North West, United Kingdom Cornmarket Full time

    **EIS Financial Services** Teachers are at the heart of our business as the Educational Institute of Scotland (Teachers Union) formed EIS Financial Services in 1990 to provide a dedicated team of advisers giving impartial advice on a wide range of financial planning and helping Teachers understand the options available under Teachers’ Superannuation. We...


  • Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full time

    My client is a Financial Advisory firm providing Financial Solutions and Independent Financial Advice to both individuals and businesses in the Yorkshire areas. Specifically you will process and monitor all new business applications for both Directors and Financial Advisors liaising with clients and product providers, you will maintain a strict diary...


  • North London, United Kingdom Look Ahead Care and Support Full time

    We're looking for two kind, compassionate and resilient Independent Domestic Violence Advisers to join our Homelessness service in London.£31,000.00 per annum, working 40 hours per week. Benefits include 25 days Annual Leave, pension schemes, staff discounts, healthcare and career progression.Want to feel valued? You'll feel at home here.Making you feel at...


  • Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full time

    Employed Financial Adviser My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK. Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist the...

  • Financial Adviser

    2 weeks ago


    Oldham, North West, United Kingdom Premier Jobs UK Limited Full time

    In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.If your skills, experience, and qualifications match those in this job overview, do not delay your application.You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients....


  • North Tyneside, United Kingdom North Tyneside Citizens Advice Full time

    Be part of a service that makes an impact. North Tyneside Citizens Advice (NTCA) are recruiting Trainee Advisers. We are a respected independent charity which makes a difference to people’s lives. North Tyneside Citizens Advice offers a high-quality multi-channel advice service to our clients which include telephone, webchat, and face to face. We are...


  • North Tyneside, United Kingdom North Tyneside Citizens Advice Full time

    Be part of a service that makes an impact. North Tyneside Citizens Advice (NTCA) are recruiting Trainee Advisers. We are a respected independent charity which makes a difference to people’s lives. North Tyneside Citizens Advice offers a high-quality multi-channel advice service to our clients which include telephone, webchat, and face to face. We are...


  • Spalding, Lincolnshire, United Kingdom Risk Free Recruitment Ltd Full time

    Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners. Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client...

  • Trainee Adviser

    5 days ago


    North Tyneside, United Kingdom North Tyneside Citizens Advice Full time

    Be part of a service that makes an impact. North Tyneside Citizens Advice (NTCA) are recruiting Trainee Advisers. We are a respected independent charity which makes a difference to people’s lives. North Tyneside Citizens Advice offers a high-quality multi-channel advice service to our clients which include telephone, webchat, and face to face. We are...

  • Trainee Adviser

    4 weeks ago


    North Tyneside, United Kingdom North Tyneside Citizens Advice Full time

    Be part of a service that makes an impact. North Tyneside Citizens Advice (NTCA) are recruiting Trainee Advisers. We are a respected independent charity which makes a difference to people’s lives. North Tyneside Citizens Advice offers a high-quality multi-channel advice service to our clients which include telephone, webchat, and face to face. We are...


  • Boston, Lincolnshire, United Kingdom Heat Recruitment Ltd Full time

    Competitive salary dependent on experience / qualifications Compensation and Benefits: * Enhanced Pension: 20 days of holiday, increasing to 25 after 3 years * On-site parking A dynamic financial advisory firm in Boston is actively expanding its support team. Career Progression: Offers a unique opportunity for career progression through the networks...

  • HR Adviser

    4 weeks ago


    York, North Yorkshire, United Kingdom Independent Schools'​ Bursars Association Full time

    St Peter’s School, York, is a dynamic, forward-looking HMC independent school for day and boarding pupils based a few minutes’ walk from the historic centre of York.  We are seeking an experienced and innovative HR Professional to work within a small HR team. The HR department consists of the HR Manager, a HR Advisor and a HR Administrator. The...

  • Paraplanner

    3 weeks ago


    Holbeach, Lincolnshire, United Kingdom Heat Recruitment Ltd Full time

    Position: Paraplanner Location: Spalding, UK Salary: £35,000 per annum Benefits: * 20 days basic holiday plus all bank holidays + additional 3 days between Christmas & New Year when the office closes * Pension and death in service benefits * Exam fees covered for any additional qualifications * Hybrid working model, with a minimum of 2 days in the...

  • Trainee Adviser

    4 weeks ago


    North Tyneside, United Kingdom North Tyneside Citizens Advice Full time

    Be part of a service that makes an impact. North Tyneside Citizens Advice (NTCA) are recruiting Trainee Advisers. We are a respected independent charity which makes a difference to people’s lives. North Tyneside Citizens Advice offers a high-quality multi-channel advice service to our clients which include telephone, webchat, and face to face. We are...


  • Boston, Lincolnshire, United Kingdom Heat Recruitment Ltd Full time

    Financial Planning Administrator Competitive salary dependent on experience  Compensation and Benefits: Enhanced Pension: Holidays: You will start with 20 days of holiday, increasing to 25 after 3 years of service. Full support for your professional development, covering CII fees and offering exam days off. On-Site Parking: Convenient on-site...

  • Financial Planner

    4 weeks ago


    North West England, United Kingdom Ortus PSR Full time

    Looking for a challenging and rewarding career as a Financial Planner? Look no further! We are seeking a talented and experienced individual to join an experienced team of Financial Advisers and help their clients achieve their financial goals.The role is to service and grow a ‘bank’ of existing clients in line with the companies service proposition...