Financial Adviser, Dynamic Financial Planning Business
1 month ago
About Our Client
Our client is a modern, dynamic Financial Planning Business offering a predominantly remote / telephone / video/virtual call based service to retail clients across the UK. The business currently has over £250mil Assets Under Advice and continues to grow through the acquisitions of client books from other advisory firms.
Our client's planning service covers mainly pensions and retirement planning, but also includes Wealth Management and ISA's / GIA's / Investment Bonds.Job Description
- Typical clients will have between £50-500k of investable assets - you will be providing pension and investments advice
- Expectation to work in accordance with all compliance procedures of the firm - full support provided by the paraplanning team
- To follow the prescribed advice processes for each business area
- To conduct financial reviews and identify suitable opportunities for new business
- Work closely with the technical team in respect to giving clear direction to paraplanning in order to facilitate the delivery of advice
The Successful Applicant
- Experience of providing pension and investments advice to clients
- Experience in an advisory role
- Technical competence in advising on pensions, investments and insurances in the pre and post retirement stages
- Accustomed and confident in dealing with clients and providers via telephone / video calls on all parts of the advice process
- A large part of the role is being able to show confidence, passion, build client rapport authority, personality, handle objections, and also have empathy and the ability to put clients at ease
- Level 4 Diploma Status and Competent Adviser Status (CAS) needed
- To be a self-starter and be able to manage leads and report into senior management
What's on Offer
Our client is looking to pay a Base Salary of £50-55k with generous OTE to be discussed at interview.
I look forward to hearing from you. #J-18808-Ljbffr-
Financial Adviser
3 weeks ago
London, United Kingdom St. James's Place Financial Adviser Academy Full timeBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...
-
Financial Adviser
3 weeks ago
London, United Kingdom St. James's Place Financial Adviser Academy Full timeBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...
-
Financial Adviser
2 days ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...
-
Financial Adviser
1 week ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeBuild long-term relationships. Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience from within our internal community of specialists and insight from leaders in other sectors. This is a full-time programme, fully funded by...
-
Financial Advisor
16 hours ago
London, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...
-
Financial Adviser
2 days ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeA new challenge. A new culture. A new perspective. If you’re looking for a role that provides you with autonomy, meritocracy and flexibility, you’ve come to the right Place. St. James’s Place. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Launch a...
-
Financial Adviser
1 week ago
City of London, Greater London, United Kingdom St. James's Place Financial Adviser Academy Full timeA new challenge. A new culture. A new perspective. If you’re looking for a role that provides you with autonomy, meritocracy and flexibility, you’ve come to the right Place. St. James’s Place. A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. Launch a...
-
Financial Planning Administrator
7 days ago
Central London, United Kingdom Progress Financial Planning Full timeExperienced financial planning administrator or support person required for our established and friendly IFA firm in central London. There is huge potential in this role. Hybrid working 3 days in the office. Salary from £40,000. Are you an experienced IFA or financial planning administrator? Can you turn your hand to the many tasks involved in the daily...
-
Financial Advisor
1 week ago
London, United Kingdom Quilter Financial Planning Full timeJob Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...
-
Financial Advisor
1 week ago
London, United Kingdom Quilter Financial Planning Full timeJob Description Summary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented...
-
Financial Advisor
3 weeks ago
London, United Kingdom Quilter Financial Planning Full timeSummary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
1 month ago
London, United Kingdom Quilter Financial Planning Full timeSummary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
4 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummary We are currently recruiting for one of our leading Appointed Representative firms. David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
1 month ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
1 month ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
1 month ago
Greater London, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Graduate/junior Financial Planning Assistant
1 month ago
London, United Kingdom Financial Divisions Full timeMy client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a Junior/Graduate Financial Planning Assistant to support the Advisers and Paraplanners. You will be supporting the advisers in the Company with administration across pensions, investments, and protection. The role is varied, and you will...
-
Financial Administrator
3 weeks ago
Uxbridge, Greater London, United Kingdom Financial Divisions Full timeFinancial Administrator – route to Paraplanner Hillingdon, Middlesex - Hybrid Working - £35k + Bonus. Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions,...
-
Desk Based Adviser
3 weeks ago
London, United Kingdom Financial Planning Firm Full timeWe are Independent Financial Planners, and are seeking a desk based adviser to service an existing client bank, advising clients virtually. Paraplanning and administration support will be provided. This is an employed role offering a basic salary of circa £35K - £40K dependent on experience, and a bonus scheme. It will be providing a full suite of...
-
Chartered Financial Planner
1 month ago
London, United Kingdom Financial Divisions Full timeJob Description Outstanding 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...