Financial Planning Adminstrator
4 weeks ago
Commercial Independent Financial Advisers - CIFAs.
Prosperity Wealth are currently looking to recruit self employed IFA's who work (or want to work with) with business owner clients and help them with them both their personal and commercial financial planning needs.
We are looking to recruit experienced financial advisers nationally who value full independence.
Prosperity Wealth advisers receive the following support:
Full training and mentoring provided to demonstrate how to add value to a business owner client
'Business Financial Review Workbook' to take business owner clients through in review meetings.
Focus on their long term business efficiency, sale and exit plans.
Full ' Employee benefits' offering with mentoring and full admin support provided.
Full para-planning & admin support for standard IFA work.
Client introductions
Marketing support tailored to the advisers requirments
Professional networking growth training and support
Clear exit strategies for the IFA.
Latest IT back office systems and client portals
Full independent investment propostion
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West Midlands, United Kingdom Quilter Financial Planning Full timeJob Opportunity at Quilter Financial PlanningWe are seeking a skilled Protection Adviser to join our team on a self-employed basis. As a key member of our team, you will be responsible for providing high-quality protection advice to our valued clients.Key Responsibilities:Conduct thorough fact-finding to understand clients' current finances, needs, and...
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West Midlands, United Kingdom Quilter Financial Planning Full timeFour Oaks Financial Services is an award-winning, proud member of the Quilter Financial Planning network with a vast, loyal client base. Working alongside their dedicated back-office support staff, Mortgage, Protection and Wealth Advisers offer valued clients a holistic approach to financial services, priding themselves on having a family feel, building...
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West Midlands, United Kingdom Quilter Financial Planning Full timeJob OpportunityWe are seeking a skilled Protection Adviser to join our team on a Self-Employed Basis.As a key member of our team, you will be responsible for providing high-quality Protection advice to our valued clients.Your duties will include:Fact-finding to establish clients' current finances, needs, and future aspirations.Embracing our company values...
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