Financial Adviser

5 months ago


Loughton, United Kingdom David Smith Financial Services Full time

**Overview**

We are a well-established family run business with a history spanning nearly 50 years. Strong family values resonate throughout the business underpinning how we treat our clients and staff, making the office truly feel like an extension of the family. As a Chartered Financial Planning business, we aim to provide clients with an exceptional service and make an impact in every one of our client’s lives.We have just entered a new chapter in the business’ life and are currently transitioning to a financial planning business. You would be an integral part of this process.

**Roles and Responsibilities**

To provide an excellent financial planning service to an established client bank. This will include:

- Conducting client annual review meetings
- Working with a team to prepare for the annual meetings and implement any follow up actions from the meeting.
- Respond to any client queries throughout the year

Taking on new business with leads coming from referrals from existing clients.

**Skills required**
- Level 4 Diploma in Financial Planning as a minimum
- Minimum of two years experience as a financial adviser
- Strong communication skills
- Team player
- Preferable experience using Intelliflo and Voyant

**Salary and Benefits**
- Between £45-£60k depending on experience
- Bonus structure
- Working Hours, 9am-5pm Monday
- Thursday, 9am-4pm on Fridays
- Workplace Pension with 8.5% employer contribution
- Car allowance/ travel expenses for client meetings
- Group Private medical insurance
- Group Income Protection
- Death in Service Cover
- 23 days holiday plus bank holidays. The office typically closes between Christmas and New Year.

**Job Types**: Full-time, Permanent

Pay: £45,000.00-£60,000.00 per year

**Benefits**:

- Company pension
- Life insurance
- On-site parking
- Private medical insurance
- Sick pay

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

**Experience**:

- Financial Advising: 2 years (preferred)

Work Location: In person



  • Loughton, Essex, United Kingdom CV Elite Ltd Full time £65,000 - £80,000

    Senior Paraplanner Role Overview:We are seeking a highly experienced and technically proficient Senior Paraplanner to join our team at CV Elite Ltd.Key Responsibilities:Collaborate with Financial Planners to deliver a highly personalised, holistic financial planning service.Create detailed agendas for client meetings and work closely with clients to...


  • Loughton, Shropshire, United Kingdom Armstrong Knight Full time

    We are seeking a highly skilled and ambitious Senior Accountant or Manager to join our team at Armstrong Knight as a Partner Status role. The successful candidate will be responsible for assisting in the strategic planning and delivery of business services, ensuring the high-quality delivery of accounting compliance, corporation tax, personal tax, management...

  • Receptionist

    5 months ago


    Loughton, United Kingdom Haslers Full time

    Be the first person everyone meets in this front-of-house role at Haslers Accountancy Practice. The Receptionist will be responsible for ensuring a welcoming and professional introduction to the firm while providing administrative support across the organisation. **What we are looking for** A friendly and practical individual, you will have a natural flair...

  • Receptionist

    5 months ago


    Loughton, United Kingdom Haslers Full time

    **JOB DESCRIPTION**: **TITLE**:Receptionist**: **REPORTING LINE**:Reporting to Partner**: **The Job** Be the first person everyone meets in this front-of-house role at Haslers Accountancy Practice. The Receptionist will be responsible for ensuring a welcoming and professional introduction to the firm while providing administrative support across the...


  • Loughton, United Kingdom Woodford Heating and Energy Limited Full time

    Woodford FM a leading provider of facilities management services, is seeking an experienced Estimator with expertise in HVAC (Heating, Ventilation, and Air Conditioning) and M&E (Mechanical & Electrical) systems. **Key Responsibilities**: - Identify labour, material, and time requirements by reviewing proposals, drawings, specifications, and related...


  • Loughton, United Kingdom Haslers Full time

    **Company Profile** Haslers are a leading firm of Chartered Accountants, Business Advisers, Tax, VAT, Corporate Finance and Restructuring specialists based in Loughton, operating for a variety of clients in various sectors throughout Essex and Northeast London. As a complete financial service centre comprising of 11 Partners, our work is uniquely...


  • Loughton, United Kingdom Haslers Full time

    Who are we? Haslers are a leading firm of Chartered Accountants, Business Advisers, Tax, VAT, Corporate Finance and Restructuring specialists based in Loughton, operating for a variety of clients in various sectors throughout Essex and Northeast London. As a complete financial service centre comprising of 11 Partners, our work is uniquely integrated...

  • Tax Senior

    1 week ago


    Loughton, United Kingdom CV-Library Full time

    Tax Senior Location: Loughton Salary: Negotiable The Role As a Senior Tax Accountant, you will play a key role in ensuring compliance with UK tax laws, minimizing risks, and maintaining high standards in tax practices. This role requires a strong foundation in tax compliance, governance, and strategy. You will provide accurate reporting, support audits,...

  • Senior Accountant

    2 days ago


    Loughton, United Kingdom CV-Library Full time

    Senior Accountant Location: Loughton Salary: Negotiable The Role As a Senior Tax Accountant, you will play a key role in ensuring compliance with UK tax laws, minimizing risks, and maintaining high standards in tax practices. This role requires a strong foundation in tax compliance, governance, and strategy. You will provide accurate reporting, support...


  • Loughton, United Kingdom Epping Forest Heritage Trust Full time

    Finance and Office Manager for Epping Forest Heritage Trust   1. About the Trust The Trust is a small charity with a big mission; to conserve, protect and celebrate the heritage of Epping Forest and engage, educate, and inspire others to so the same. The Trust is the only membership charity operating across the whole of Epping Forest, which is London’s...

  • Tax Senior

    6 days ago


    loughton, United Kingdom Ad Warrior Full time

    Tax Senior Location: LoughtonSalary: NegotiableThe RoleAs a Senior Tax Accountant, you will play a key role in ensuring compliance with UK tax laws, minimizing risks, and maintaining high standards in tax practices. This role requires a strong foundation in tax compliance, governance, and strategy. You will provide accurate reporting, support audits, and...