Trainee Financial Planner
4 weeks ago
Type of Position: Trainee Financial Planner - Banstead
Pay: £30k
We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You will received learning support and on-hands experience, where you will be in control of how quickly you would like to be working as an adviser.
Responsibilities:
• Working closely with the administration team to help gather policy information
• Help with projects: for example Mifid annual reviews, other client campaigns, annual portfolio rebalances
• Help Advisers writing reports: eg. Annual review letters, client suitability report
• Speaking directly to clients and carrying out client reviews
• Generating and converting opportunities into business
Experience and qualifications:
• Must have been studying for exams towards being an IFA/or fully qualified
• May already have some financial services industry experience and wants to move on
• Good with excel, word etc
• Keen to quickly work through the ranks by working hard
• Good communication skills: phone, face to face, and written
• Study support is available
• hold a driving license
This is a 2/3 year programme with support with examinations to reach the fully qualified IFA status.
If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy .
#J-18808-Ljbffr-
Trainee Finance Consultant
4 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Trainee Financial Planner - Banstead Trainee Financial Planner - Banstead We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. Working closely with the administration team to help gather policy information • Help with projects: for...
-
Senior Financial Planner
4 weeks ago
Surrey, United Kingdom Financial Divisions Full timeOutstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Senior Financial Planner
1 week ago
Surrey, United Kingdom Financial Divisions Full timeOutstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
1 week ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
1 week ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
1 week ago
Surrey, United Kingdom Financial Divisions Full timeJob DescriptionChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client...
-
Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
2 weeks ago
Surrey, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...
-
Chartered Financial Planner
1 week ago
Surrey Quays, United Kingdom Financial Divisions Full timeChartered Financial Adviser - £100k - £120K basic salary plus bonus & benefits package - manage existing clients from CEO - Surrey based Chartered IFA Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.A key client of mine who I have placed 3 staff with in the past are looking for a Senior...
-
Trainee Paraplanner
3 weeks ago
Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Trainee Paraplanner - Banstead Pay: £30k - £35k Trainee Paraplanner - Banstead We are looking for both trainee and experienced Paraplanners for our clients based in the Banstead area of Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role...
-
Independent Financial Advisor
3 weeks ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser. The business has been operating for many years and has built an...
-
Independent Financial Advisor
1 week ago
Surrey, United Kingdom Financial Divisions Full timeFinancial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser. The business has been operating for many years and has built an...
-
Lead Financial Consultant
1 week ago
Surrey, United Kingdom Premier Group Recruitment Full timeFinancial Planner Pod Leader - Surrey, hybrid working A great clients of ours is looking to add a Financial Planner Pod Leader to their team. They are a wealth management company with around 200 employees, going through a rapid period of growth. Our client is looking for a Financial Planner Pod Leader to work on 75% on their own billings and 25%...
-
Scheduler / Production Planner (Permanent)
4 weeks ago
Woking, Surrey, United Kingdom Pioneer Selection Ltd Full timeProduction Planner - Permanent. MUST HAVE FOOD MANUFACTURING BACKGROUND Hours/Shift:4 on 4 off days We are looking to recruit for a Production Planner working for a forward thinking, innovative fast-paced FMCG growing company who has invested huge and is well known for its reputation and successes in their innovative solutions as leaders of their...
-
Graduate Trainee Construction Planner
1 week ago
Guildford, Surrey, United Kingdom Penguin Recruitment Full timeSenior Planner Penguin Recruitment is pleased to be supporting a UK leading real estate adviser whose continued growth and ever-expanding client base has created an exciting opportunity for a Senior Town Planner to join their team! My client's team of 16 planning and development experts work with landowners, public sector organisations and property...
-
Lead Financial Consultant
4 weeks ago
Surrey, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on established HNW clients from other Adviser's in the team. You will be used to working...
-
Lead Financial Consultant
4 weeks ago
Surrey, United Kingdom Nigel James Associates Ltd Full timeRole Nigel James Associates are delighted to be working with one of the country's fastest growing Wealth Managers to recruit for an experienced Financial Planner to take over an existing client book across the Southern Home Counties. This is a newly created role taking on established HNW clients from other Adviser's in the team. You will be used to working...