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Junior Independent Financial Adviser
4 weeks ago
Junior Independent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a employed adviser. In this role, you will work alongside an experienced and successful IFA to support your development. They'll support you to understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role will be remote/flexible working with regular visits to clients across Devon & Sommerset Key Responsibilities as our Independent Financial Adviser will include: Follow the Six-Stage Advice Process to build long term relationships and deliver excellent Client out-comes. Reviewing and responding to Clients’ changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients’ pensions, savings, investments and financial plans. Acquiring and developing new business from new/existing Clients and professional introducers, via personal business planning, referrals and company lead generation programme. Optimising the use of all marketing opportunities available, including via Social Media and networking with Introducers and other professionals to develop new business. Developing and maintaining good Client & introducer relationships through Client meetings, seminars and continuous feedback to the team and Contact Centre. Contacting corporate and individual Clients to set up meetings, either within an office environment, in the Clients' homes or business premises or virtually via Microsoft Teams. Conducting in-depth reviews of Clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual Clients' requirements covering all areas of advice. Delivering accurate Management Information as requested. What we are looking for in our ideal Independent Financial Adviser: Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations. Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients. Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with Clients. Benefits as an Independent Financial Adviser at AFH: Support to build your client base and future value. End to end in house client journey and back-office support with full DIS, Admin and Paraplanning support. Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture. AFH Platform to deliver efficient and cost-effective solutions. Established Practice Buy Out option on exit. Consultative marketing support. IT technology through XPlan our POS system. Administration Support With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK’s leading independent financial advisory firms. If you or anyone that you know are interested in becoming a part of our growing community as an Independent Financial Adviser, get in touch and click ‘APPLY’ today or email us via . We look forward to hearing from you
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Independent Financial Adviser
4 weeks ago
Devon, United Kingdom AFH Wealth Management Full timeJunior Independent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a employed adviser. They'll support you to understand your clients current and future financial goals and formulate easy to understand financial...
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Independent Financial Adviser
4 weeks ago
Devon, United Kingdom AFH Wealth Management Full timeJunior Independent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a employed adviser. They'll support you to understand your clients current and future financial goals and formulate easy to understand financial...
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Financial Planner
2 weeks ago
Devon, United Kingdom IDEX Consulting Ltd Full timeAbout our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...
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Financial Planner
4 weeks ago
Devon, United Kingdom IDEX Consulting Ltd Full timeAbout our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...
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Financial Advisor
2 weeks ago
Devon, United Kingdom Fram Search Full timeFram are working with an independent financial planning firm with offices across the UK. Due to a member of the team retiring, our client is looking for a financial advisor to take over a client bank covering the Plymouth area. The role is employed, and advisors are not required to bring clients with them, but to grow and develop the book for clients they...
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Private Client Adviser
3 months ago
Devon, United Kingdom Search Consultancy Full timePrivate Client Adviser with a well established Wealth Management company in Devon. Competitive salary with excellent benefits **Main Purpose of the Role**: - To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to lump sum investments, pensions and protection, tax...
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Financial Adviser
2 months ago
Exeter, Devon, United Kingdom Premier Jobs UK Limited Full timeAre you a highly experienced Financial Advisor in Exeter, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation...
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Financial Advisor
2 weeks ago
Devon, UK, South West England, United Kingdom Fram Search Full timeFram are working with an independent financial planning firm with offices across the UK. Due to a member of the team retiring, our client is looking for a financial advisor to take over a client bank covering the Plymouth area. The role is employed, and advisors are not required to bring clients with them, but to grow and develop the book for clients they...
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Financial Advisor
1 week ago
Plymouth, Devon, United Kingdom Fram Search Full timeJob Description Fram are working with an independent financial planning firm with offices across the UK. Due to a member of the team retiring, our client is looking for a financial advisor to take over a client bank covering the Plymouth area. The role is employed, and advisors are not required to bring clients with them, but to grow and develop the book...
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Learning Adviser
3 weeks ago
Devon, United Kingdom Devon County Council Full timeLearn Devon is seeking to expand its Learning Adviser team as we believe that adult learners should be offered outstanding support and exceptional teaching. We are looking to recruit approximately 6 Learning Advisers based across the county through part-time and full time posts up to the equivalent of FTE (Minimum post FTE) The Learning Adviser team is...
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Financial Advisor
2 weeks ago
Crook of Devon, United Kingdom Fram Search Full timeFram are working with an independent financial planning firm with offices across the UK. Due to a member of the team retiring, our client is looking for a financial advisor to take over a client bank covering the Plymouth area. The role is employed, and advisors are not required to bring clients with them, but to grow and develop the book for clients they...
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Junior IFA
6 days ago
Devon, United Kingdom Idex Full timeI am working with a national client who is seeking a Junior IFA to work alongside an experienced Senior Advisor and take on a proportion of their client base. This person will be coming in to a successful client book and it's a perfect opportunity for someone fully qualified who's looking to learn from a seasoned Advisor. The role will cover Somerset and...
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Family Court Adviser
4 weeks ago
Devon, United Kingdom CAFCASS Full timeThe VacancyWe are recruiting for the role of Family Court Adviser (Qualified Social Worker) in our Work After First Hearing (Private Law) team covering the Cornwall area.We trust and empower colleagues to work in a hybrid way, providing the resources, equipment, and support, so that individually and collectively, we can be the voice of children and young...
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Family Court Adviser
4 weeks ago
Devon, United Kingdom CAFCASS Full timeThe VacancyWe are recruiting for the role of Family Court Adviser (Qualified Social Worker) in our Work After First Hearing (Private Law) team covering the Devon area.We trust and empower colleagues to work in a hybrid way, providing the resources, equipment, and support, so that individually and collectively, we can be the voice of children and young people...
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Junior Design Engineer
3 weeks ago
Plymouth, Devon, United Kingdom Melbreck Technical Recruitment Ltd Full time €25,000 - €28,000Junior Design Engineer - £25,000 to £28,000 - Plymouth, Devon Melbreck Technical are working with a renowned designer and manufacturer of specialist products used in the Marine, Rail and Leisure industry. Due to a very successful 2022 and a great start to the 2023 financial year, they are looking to grow their technical function and as such they are...
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Junior IFA
6 days ago
Devon, United Kingdom Idex Full timeI am working with a national client who is seeking a Junior IFA to work alongside an experienced Senior Advisor and take on a proportion of their client base. This person will be coming in to a successful client book and it's a perfect opportunity for someone fully qualified who's looking to learn from a seasoned Advisor. The role will cover Somerset and...
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IFA (HOME BASED) (remote)
4 weeks ago
Exeter, Devon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...
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IFA (HOME BASED) (remote)
4 weeks ago
Exeter, Devon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand...
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Family Court Adviser
4 weeks ago
Devon, United Kingdom CAFCASS Full timeThe VacancyWe are recruiting for the role of Family Court Adviser (Qualified Social Worker) in our Public Law team covering the Somerset, Devon and Torbay area.We trust and empower colleagues to work in a hybrid way, providing the resources, equipment, and support, so that individually and collectively, we can be the voice of children and young people when...
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Family Court Adviser
4 weeks ago
Devon, United Kingdom CAFCASS Full timeThe VacancyWe are recruiting for the role of Family Court Adviser (Qualified Social Worker) in our Public Law team covering the Cornwall area.We trust and empower colleagues to work in a hybrid way, providing the resources, equipment, and support, so that individually and collectively, we can be the voice of children and young people when the family court...