Financial Adviser
3 weeks ago
Job Title: Financial Planner Location: West Midlands Have you got what it takes to succeed The following information should be read carefully by all candidates. Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands area. If you are someone who always puts the client's needs first, then we want to hear from you. Requirements: CII Level 4 Diploma qualification (minimum). Minimum of three years' experience advising clients. Drive, determination, and commitment demonstrated in everyday working practices. Excellent communication skills, with a focus on teamwork and client satisfaction. Commitment to ongoing personal and professional development. Proven track record of success as a tied, restricted, or independent financial planner. Key Responsibilities: Provide comprehensive financial planning services to clients, prioritizing their needs and objectives. Receive full admin and paraplanning support. Manage existing client relationships inherited from long-standing planners. Develop new client relationships through proactive networking and business development efforts. Benefits Package: Financial Planner Bonus Scheme. Fully matched Pension of 5.00%. Life Assurance (4 times basic salary). 28 Days Holidays plus Bank Holidays. Gradual client handover process, factored into revenue thresholds. If you are seeking a long-term role in a company that values its employees, fosters a great working culture, and prioritizes client satisfaction, then this role could be perfect for you. Join us and contribute to our mission of providing exceptional financial services to our clients. Note: Interested candidates should apply with their updated CV. Only shortlisted applicants will be contacted for further discussion. TPBN1_UKTJ
-
Financial Adviser
3 weeks ago
Burton-on-Trent, Staffordshire, United Kingdom Everpool Recruitment Full timeJob Title: Financial Planner Location: West Midlands Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands...
-
Financial Adviser
3 weeks ago
Burton-on-Trent, Staffordshire, United Kingdom Everpool Recruitment Full timeJob Title: Financial Planner Location: West Midlands Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands...
-
Financial Adviser
1 week ago
Burton-on-Trent, Staffordshire, United Kingdom Everpool Recruitment Full timeJob Title: Financial Planner Location: West Midlands Have you got what it takes to succeed The following information should be read carefully by all candidates. Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and...
-
Financial Adviser
2 weeks ago
Walton-on-Thames, Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos. I have placed 3 staff into the team and they are...
-
Financial Adviser
3 weeks ago
Burton-on-Trent, United Kingdom Everpool Recruitment Full timeJob Title: Financial Planner Location: West MidlandsHave you got what it takes to succeed The following information should be read carefully by all candidates.Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional...
-
Financial Adviser
1 week ago
Burton-on-Trent, Staffordshire, United Kingdom Everpool Recruitment Full timeFinancial Planner Location: West Midlands Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands area....
-
Financial Adviser
3 weeks ago
Burton-on-Trent, Staffordshire, United Kingdom Everpool Recruitment Full timeFinancial Planner Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands area. Commitment to ongoing...
-
Financial Adviser
3 weeks ago
Burton-on-Trent, Staffordshire, United Kingdom Everpool Recruitment Full timeFinancial Planner Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands area. Commitment to ongoing...
-
Financial Adviser
3 weeks ago
Burton-on-Trent, Staffordshire, United Kingdom Everpool Recruitment Full timeFinancial Planner Location: West Midlands Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands area....
-
Financial Adviser
5 days ago
Stockton-on-Tees, Stockton-on-Tees, United Kingdom Recruit UK Full timeJob Title: Financial Adviser Industry: Financial Planning Location: Stockton on Tees Salary: £50,000 Job Reference: 8983 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent Financial Advice firm with offices in Stockton on Tees and across the UK. They provide...
-
Financial Adviser
2 days ago
Henley-on-Thames, United Kingdom The Burford Recruitment Company Ltd Full timeAnnual and quarterly bonus 💫 Study support towards Chartered status 💫 Serval social events throughout the year 💫 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their...
-
Financial Adviser
1 day ago
Henley-on-Thames, United Kingdom The Burford Recruitment Company Ltd Full timeAnnual and quarterly bonus Study support towards Chartered status Serval social events throughout the year 25 days holidayThe Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding team.Based at...
-
Financial Adviser
23 hours ago
Henley-on-Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full timeAnnual and quarterly bonus Study support towards Chartered status Lots of social events throughout the year Private carpark 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their...
-
Financial Adviser
2 days ago
Henley-on-Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full timeAnnual and quarterly bonus Study support towards Chartered status Lots of social events throughout the year Private carpark 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their...
-
Financial Adviser
2 weeks ago
Walton-on-Thames, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos. I have placed 3 staff into the team and they are...
-
Financial Adviser
3 weeks ago
Staffordshire, United Kingdom CareerBliss Full timeJob Title: Financial Planner Location: West MidlandsJoin a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the West Midlands...
-
Financial Inclusion Adviser
7 days ago
St Leonards-on-Sea, United Kingdom Citizens Advice Full time**Position**: Financial Inclusion Adviser **Location**: St Leonards-on-Sea **Closing date**: 21 June 2024 **Role details**: Job title: Financial Inclusion Adviser **Location**: St Leonards-on-Sea **Salary**: £25,431 Salary pro rata: Yes London allowance: No Hours per week: 37 Type of contract: Permanent 21/06/2024 Closing time: 17:00 Supporting...
-
Equity Release Adviser
3 days ago
Stockton-on-Tees, United Kingdom Exchange Street Claims & Financial Services Full time**Futureproof your career**Mortgage advice is tough. You lose cases because of surveyors. Underwriters. People and their “changes of mind”. And you can’t stop watching the news for whether interest rates will go up. Or house prices down. You could though work in a sector where lending is increasing year on year. In a sector where demand for your...
-
Senior Finance Manager
3 weeks ago
Stoke-on-Trent, Staffordshire, United Kingdom Cranleigh Scientific Full timeThis role focusses on the preparation, development and analysis of financial information for the management team to use when making well-informed decisions, in order to secure future stability, growth and profitability of the Company. Analysis of the performance of the business and advising on how to prevent problems, adapt to changing circumstances and...
-
Financial Adviser
23 hours ago
Henley-on-Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full timeAnnual and quarterly bonus ~ Lots of social events throughout the year ~ Private carpark ~25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding team. Based at their...
