Financial Adviser
4 months ago
**Job Title: Financial Adviser - IR35 Contractor Specialist**
**Location**: Chorley, Lancashire (Hybrid role, with 2-3 days in office)
**Salary**: Up to £45,000 base salary, with OTE averaging £80,000
**Benefits**: Employee owner share scheme (after 6 months) providing an additional tax-free £3,000 annually on average.
Are you an experienced Financial Adviser with a knack for providing tailored advice to individuals impacted by IR35 legislation changes? Our client, a leading Independent Financial Adviser (IFA), is seeking a proactive and client-focused individual to join their team in Chorley, Lancashire.
**Key Responsibilities**:
- Provide expert financial advice to contractors impacted by IR35 legislation changes.
- Handle a high volume of enquiries and appointments efficiently.
- Utilize warm leads provided by the company, ensuring effective follow-up and conversion.
- Conduct all client meetings remotely, offering flexibility and accessibility.
- Collaborate with internal teams to ensure seamless client experiences.
**Requirements**:
- Previous experience as a Financial Adviser, ideally with exposure to IR35-related matters.
- Ability to handle a high volume of enquiries while maintaining quality service.
- Excellent communication and interpersonal skills, with the ability to build rapport remotely.
- Strong organisational skills and attention to detail.
- Relevant qualifications (e.g., Diploma in Regulated Financial Planning) essential.
**Benefits**:
- Competitive base salary up to £45,000, with uncapped OTE averaging £80,000.
- Opportunity to join an employee owner share scheme after 6 months, providing additional tax-free income annually.
- Hybrid role offering a balance between remote work and office presence in Chorley.
If you're ready to make a meaningful impact by guiding IR35 contractors through financial complexities and maximising their financial well-being, we want to hear from you
-
Independent Financial Adviser
5 months ago
North West London, United Kingdom Ortus PSR Full timeMy client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team. While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required. **Responsibilities**: - Provide expert financial advice and guidance to clients in line with their financial goals...
-
Financial Administrator
5 months ago
Chorley, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time**Financial Administrator** **Location: Clayton-Le-Woods, Chorley (PR6)** **Salary: £25,000 per annum** Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc. An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice....
-
Financial Adviser
2 months ago
North Ormesby, United Kingdom NJR Recruitment Full timeOur Client is a highly successful and innovative IFA Practice who are based in Grimsby, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.If your skills, experience, and...
-
Independent Financial Adviser
1 week ago
North Devon, Devon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Barnstaple At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate...
-
Financial Adviser
2 months ago
West Midlands, United Kingdom Idex Full timeAbout our clientAn expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus. this trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and...
-
Independent Financial Adviser
3 weeks ago
West Midlands, United Kingdom Idex Full timeMy client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.Following a recent acquisition they have an opportunity for an experienced Financial Adviser to inherit a good quality book of clients to service and develop further. This role offers home based / remote working with...
-
Financial Administrator
4 months ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Financial Administrator
4 months ago
Chorley, United Kingdom Perspective Financial Group Ltd Full time**We are proud to be the UK’s best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.** We regard financial planning as a profession, providing specialist expertise to...
-
Senior Adviser Support
5 months ago
Chorley, United Kingdom NJR Recruitment Full timeDue to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice. Providing technical support to a number of Financial Advisers your daily duties will include; " Daily contact for nominated adviser(s), updating and liaising to conclude work related...
-
Financial Adviser
5 months ago
West Bromwich, United Kingdom AMG Search Full timeAMG Search is currently looking for a Punjabi speaking Independent Financial Adviser to join a highly respected and forward-thinking Financial Services organisation. - As an Independent Financial Adviser you will join a highly successful team that provides clients with financial planning advice in Pensions, Investments, taxation planning and Protection. -...
-
Financial Services Administrator
5 months ago
Chorley North West, United Kingdom Ortus PSR Full timeOrtus PSR is currently seeking a Senior Financial Services Administrator to join a Wealth Management Practice located in Chorley. In this role, you will provide essential support to a dedicated team of Advisers. Key Responsibilities: - Serve as the primary point of contact for assigned team members, assisting with their day-to-day duties. - Provide support...
-
Independent Financial Adviser
2 months ago
North Devon, Devon, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Barnstaple At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy...
-
Independent Financial Adviser
1 week ago
Mid Sussex, West Sussex, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Burgess Hill At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and...
-
Financial Advisor
5 months ago
Chorley, United Kingdom Recruit UK Full time**Job Title**: Financial Adviser **Industry**: Financial Planning **Location**:Chorley **Salary**: £45,000 **Job Reference**:8966 Financial Adviser Recruit UK are working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Chorley. The firm in question is passionate about making...
-
Home-based Financial Adviser
1 week ago
Wolverhampton, West Midlands, United Kingdom Premier Jobs UK Full time €55,000This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to maintain...
-
Financial Adviser
2 weeks ago
West Midlands Combined Authority, United Kingdom IDEX Consulting Full timeIDEX Consulting is seeking an experienced Financial Adviser to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser. This role offers home based / remote working with access to a local office. Key Responsibilities as our Independent Financial Adviser will include: * Reviewing and responding to...
-
Independent Financial Adviser
1 week ago
Mid Sussex, West Sussex, United Kingdom AFH Wealth Management Full timeIndependent Financial Adviser - Burgess Hill At AFH, as we grow, we’re looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients current and future financial goals and formulate...
-
Financial Planner
3 weeks ago
Chorley, Lancashire, United Kingdom CleverHR Full timeJoin Our Team as a Financial AdviserWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will play a crucial role in delivering comprehensive and holistic advice to our clients across Chorley.About the RoleAs a Financial Adviser, you will be responsible for providing financial planning to...
-
Financial Planner
3 weeks ago
Chorley, Lancashire, United Kingdom CleverHR Full timeJoin Our Team as a Financial AdviserWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will play a crucial role in delivering comprehensive and holistic advice to our clients across Chorley.About the RoleAs a Financial Adviser, you will be responsible for providing financial planning to...
-
Financial Planner
2 weeks ago
Chorley, Lancashire, United Kingdom CleverHR Full timeJoin Our Team as a Financial AdviserAbout the RoleWe are seeking a highly skilled and ambitious Financial Adviser to join our team at CleverHR. As a Financial Adviser, you will be responsible for providing comprehensive and holistic advice to clients across Chorley, helping them achieve their financial goals and objectives.Key ResponsibilitiesDeliver...