Independent Financial Adviser
4 weeks ago
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.
- 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.
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Independent Financial Adviser
4 weeks ago
North Kesteven, Lincolnshire, United Kingdom Heat Recruitment Ltd Full timeJob 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...
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Independent Financial Adviser
3 weeks ago
North Hykeham, United Kingdom Heat Recruitment Ltd Full timeJob 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...
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Independent Financial Adviser
2 weeks ago
North Warwickshire, Warwickshire, United Kingdom Heat Recruitment Ltd Full timeJob 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...
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Independent Financial Adviser
4 weeks ago
North West London, United Kingdom Ortus PSR Full timeMy 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...
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Independent Financial Advisor
4 weeks ago
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...
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Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full timeMy 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...
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Independent Domestic Violence Adviser
2 weeks ago
North London, United Kingdom Look Ahead Care and Support Full timeWe'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...
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Employed Financial Adviser
4 weeks ago
Harrogate, North Yorkshire, United Kingdom Lime People Search & Select Ltd Full timeEmployed 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...
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Financial Adviser
2 weeks ago
Oldham, North West, United Kingdom Premier Jobs UK Limited Full timeIn 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....
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Adviser / Trainee Adviser
4 weeks ago
North Tyneside, United Kingdom North Tyneside Citizens Advice Full timeBe 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...
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Adviser / Trainee Adviser
4 weeks ago
North Tyneside, United Kingdom North Tyneside Citizens Advice Full timeBe 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...
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Paraplanner (Pensions Management)
7 days ago
Spalding, Lincolnshire, United Kingdom Risk Free Recruitment Ltd Full timeOur 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...
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Trainee Adviser
5 days ago
North Tyneside, United Kingdom North Tyneside Citizens Advice Full timeBe 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...
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Trainee Adviser
4 weeks ago
North Tyneside, United Kingdom North Tyneside Citizens Advice Full timeBe 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...
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Paraplanner - Hybrid/flexible Working
4 days ago
Boston, Lincolnshire, United Kingdom Heat Recruitment Ltd Full timeCompetitive 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...
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HR Adviser
4 weeks ago
York, North Yorkshire, United Kingdom Independent Schools' Bursars Association Full timeSt 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...
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Paraplanner
3 weeks ago
Holbeach, Lincolnshire, United Kingdom Heat Recruitment Ltd Full timePosition: 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...
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Trainee Adviser
4 weeks ago
North Tyneside, United Kingdom North Tyneside Citizens Advice Full timeBe 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...
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Financial Planning Administrator
4 weeks ago
Boston, Lincolnshire, United Kingdom Heat Recruitment Ltd Full timeFinancial 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...
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Financial Planner
4 weeks ago
North West England, United Kingdom Ortus PSR Full timeLooking 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...