Independent Financial Advisor
3 weeks ago
A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. All clients and technical support would be provided.
You will receive market leading salary (£50k to £80k ) benefits, bonus, technical/paraplanning support and flexible working arrangements
A Chartered Financial Planning firm, working with HNW and UHNW clients
Providing financial planning advice to clients
Taking clients through a lifestyle financial planning journey, advising appropriately as required
Knowledge of general planning and also ideally VCT, EIS and IHT matter
Use of Cash Flow modelling and lifestyle planning as required
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Financial Advisor
1 week ago
Birmingham, United Kingdom Independent Resourcing Consultancy Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Responsibilities: - Conduct...
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Financial Advisor
1 week ago
Birmingham, Birmingham, United Kingdom Independent Resourcing Consultancy Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Responsibilities:Conduct...
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Financial Advisor
1 month ago
Birmingham, United Kingdom Southcote Financial Limited Full timeWe’re looking for a **fully qualified Financial Advisor (Ideally Chartered or working towards this designation)** to join our growing team on a **self-employed or employed basis**. **You should be passionate, adaptable, love working with people and constantly looking to learn.** **We will also consider newly qualified advisors or paraplanners who wish to...
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Independent Financial Advisor
5 days ago
Birmingham, United Kingdom Search Consultancy Full timeIndependent Financial Advisor Birmingham Up to £100,000 plus commission, excellent benefits, paraplanning and admin support This is an excellent opportunity to join a thriving Financial Planning organisation offering holistic, whole of the market, financial advice to private wealth and corporate clients. There will be the opportunity to receive introduced...
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Financial Advisor
1 month ago
Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full timeMy client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division.Responsibilities:- Conduct...
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Financial Advisor
1 month ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £85,000 | Un-Capped Bonus** **Client Book Provided** **Birmingham| Surrounding area** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing its national offering across the country. The business is looking to grow its Diploma...
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Financial Advisor
1 month ago
Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full timeMy client is currently seeking a skilled andmotivated Financial Advisor to join their team in the UnitedKingdom. The successful candidate will be responsible for providingexpert financial advice to clients managing and growing theirportfolios and contributing to the overall success of the financialservicesdivision.Responsibilities:Conduct comprehensive...
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Financial Advisor
2 hours ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM Client Book Provided** **Birmingham**|**Surrounding Area’s** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking...
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Financial Advisor
1 week ago
Birmingham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£60,000 - £150,000 | Un-Capped Earnings** **Clients + Leads Provided** **Birmingham| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering...
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Senior Financial Advisor
10 hours ago
Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full time €50,000My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Responsibilities: - Conduct...
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Financial Advisor
1 month ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
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Financial Advisor
1 month ago
Birmingham, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
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Customer Service Advisor
1 month ago
Birmingham, United Kingdom Switch Advisor Consultancy Full timeWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Advisor. As a Customer Service Advisor, you will be responsible for providing exceptional service to our clients and assisting them with their financial service needs. **Duties**: - Communicate with customers in person to address inquiries, resolve...
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Corporate Financial Advisor
4 days ago
Birmingham, United Kingdom Premier Jobs UK Limited Full timeThis remote based, Corporate Financial Advisor job is a great opportunity to join a growing team, who are focused on providing excellent financial education to corporate clients. You will be delivering advice directly to clients on investments, pensions and protection thorough video conferencing, telephone, and face to face to clients across the UK to...
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Financial Advisor
6 days ago
Birmingham, United Kingdom Integro Partners Full timeAre you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office compliance and...
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Financial Advisor
6 days ago
Birmingham, United Kingdom INTEGRO PARTNERS LTD Full timeAre you a qualified Financial Advisor looking to take your career to the next level? My client is looking for a passionate and driven self-employed Financial Advisor to join our team. As a Financial Advisor, you will have full admin and paraplanning support, an abundance of quality leads and referrals worth up to £1M, complete back-office compliance and...
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Financial Adviser
10 hours ago
Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full time €50,000My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Conduct comprehensive financial...
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Independent Financial Advisor
5 days ago
Birmingham, United Kingdom Ferguson Dean Full timeA Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...
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Independent Financial Advisor
5 days ago
Birmingham, United Kingdom Ferguson Dean Full timeA Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...
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Independent Financial Advisor
6 days ago
Birmingham, United Kingdom Ferguson Dean Full timeA Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...