Chartered Financial Planner
4 weeks ago
A highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they prioritise this certification. If not currently Chartered, they are open to considering candidates who are one paper away from achieving chartered. Key Responsibilities:
- Provide comprehensive financial planning advice to clients, both existing and new.
- Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met.
- Collaborate with the team to identify and pursue new business opportunities.
- Stay updated on industry trends and regulations to provide clients with accurate and timely advice.
- Ensure that clients receive top-tier financial planning services.
- Chartered Financial Planner certification through CII, with a deep commitment to upholding the highest industry standards.
- Proven experience in providing financial planning and advisory services.
- Strong interpersonal and communication skills.
- A proactive approach to building and managing client relationships.
- Salary: £75,000 per annum
- Car Allowance: £5,000
- Bonus: 25% of Net Business (NB) generated above £50,000, reviewed and amended annually.
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Chartered Financial Planner
3 weeks ago
Northampton, United Kingdom Heat Recruitment Ltd Full timeA highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they...
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Chartered Financial Planner
4 weeks ago
Northampton, United Kingdom Heat Recruitment Ltd Full timeA highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. In addition to managing existing clients, you will have the opportunity to work with the firm on acquiring new clients. They are specifically looking for a Chartered Advisor with the CII qualification, and they...
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Financial Planner
4 weeks ago
Northampton, Northamptonshire, United Kingdom Heat Recruitment Ltd Full timeA highly-reputable wealth management practice are seeking a Chartered Financial Planner to join the team and take over a small client bank. Provide comprehensive financial planning advice to clients, both existing and new. * Manage and nurture relationships within the client bank offered, ensuring their financial objectives are met. * Ensure that clients...
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Employed Financial Advisor
8 hours ago
Northampton, United Kingdom Heat Recruitment Full timeA chartered IFA based in Northampton are looking to add an experienced Financial Advisor to their growing sales team. You will take over existing clients in the business and provide holistic advice. You will be working with High net-worth clients. **What's on offer?** - bonus scheme - 25 days holiday + bank holidays - increases with length of service - 6%...
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Trainee Financial Adviser
1 month ago
Northampton, United Kingdom CAPIO RECRUITMENT LIMITED Full time**Job Title: Trainee Financial Adviser** **Salary: £40,000 - £50,000** **Location: Northampton** A developing independent, Chartered Financial Planning firm is looking to grow their team with an ambitious trainee financial adviser. This opportunity will be working closely with a leading financial planner, with a pre-set training structure put in...
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Financial Advisor
4 weeks ago
Northampton, United Kingdom Nelson Scott LLP Full time**To competently provide financial advice, to clients within FCA rules and the firm’s procedures, and to work on strategy in this fast-growing business. Responsibilities** Personal Attributes - Passionate about lifestyle-focused wealth management, using a holistic approach that is focused on solutions, not products. - An experienced, fully-qualified...
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Home-based Financial Adviser
4 weeks ago
Northamptonshire, United Kingdom Heat Recruitment Ltd Full timeSelf-Employed Financial Adviser Are you an experienced financial adviser looking for a unique opportunity to manage your own client book while benefiting from an established support system? We are currently seeking self-employed advisers to join the team and enjoy the freedom and flexibility of working independently while taking advantage of the...
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Chartered Commercial Property Surveyor
5 days ago
Northamptonshire, United Kingdom Eddisons Full timeJob Description Eddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and...
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Chartered Commercial Property Surveyor
4 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Commercial Property Surveyor
4 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Building Surveyor
4 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Building Surveyor
4 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Building Surveyor
4 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Building Surveyor
5 days ago
Northamptonshire, United Kingdom Eddisons Full timeJob Description Eddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and...
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Chartered Building Surveyor
4 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Building Surveyor
2 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeJob DescriptionEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and...
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Chartered Building Surveyor
3 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Building Surveyor
4 weeks ago
Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Chartered Commercial Property Surveyor
5 days ago
Ashley, Northamptonshire, United Kingdom Eddisons Full timeEddison’s are a leading firm of chartered surveyors, working in a fast moving and dynamic markets across the UK and overseas. Established in 1844 and operating from over twenty offices throughout the UK, our people deliver expert advice and a comprehensive range of professional services to property owners and occupiers, businesses, and financial...
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Ifa Sales Support/administrator
1 month ago
Northampton, United Kingdom James Phillip Financial Recruitment Full timeA leading Chartered IFA brokerage is currently seeking an experienced IFA support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere. **Salary**: £27,000.00-£33,000.00 per...