Financial Advisor

3 weeks ago

Coventry, United Kingdom Premier Jobs UK Limited Full time

This Chartered Financial Advisor job in North Warwickshire is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales

The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.

Their clients typically have assets of £1m+ and/or business owners.

You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals.

In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.

**Financial Advisor Requirements**
- You must have experience of providing advice on complex financial planning cases
- Ideally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this
- You should be a proactive Financial Advisor, capable of creating business opportunities
- Ideally you will have experience of working in a small/medium size company.

**The Company**

This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community

**Culture**

This firm believe in a client focused culture, which is supported by their remuneration structure. They do not believe in sales targets or sales bonuses as they would rather you be empowered to do what is right by the client. In addition, they encourageteam collaboration and would welcome your input and ideas

**Financial Advisor Benefits**
- Salary of £60,000 - £90,000 plus 8% employer pension contribution, 50% income protection, 4x DIS and individual PMI
- Plus, discretionary bonus based on behaviours
- 25 days holiday + bank holidays (option to purchase an additional 10 days holiday through salary sacrifice.
- Support with training and pay for industry qualifications (This includes support with study text and study days)
- Once a week in the office with flexibility and autonomy to work from either home or office rest of the week

**Location**

North Warwickshire
- Liability and Disclaimer_
- Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information_

  • Employed Financial Planner

    2 weeks ago

    Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    EMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title: Employed Financial Planner Location: Kenilworth Benefits: Competitive salary, Pension, Professional development opportunities Salary: £35,000 to £40,000 plus bonus depending on qualifications and experience. About the Company: Our client is a respected Independent Financial...

  • Employed Financial Planner

    1 week ago

    Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    EMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Employed Financial PlannerLocation: KenilworthBenefits:Competitive salary, Pension, Professional development opportunitiesSalary:£35,000 to £40,000 plus bonus depending on qualifications and experience.About the Company:Our client is a respected Independent Financial Advisor (IFA) firm...

  • Employed Financial Planner

    1 month ago

    Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    EMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Employed Financial PlannerLocation: KenilworthBenefits:Competitive salary, Pension, Professional development opportunitiesSalary:£35,000 to £40,000 plus bonus depending on qualifications and experience.About the Company:Our client is a respected Independent Financial Advisor (IFA) firm...

  • Employed Financial Planner

    2 weeks ago

    Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    EMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title: Employed Financial PlannerLocation: KenilworthBenefits:Competitive salary, Pension, Professional development opportunitiesSalary:£35,000 to £40,000 plus bonus depending on qualifications and experience.About the Company:Our client is a respected Independent Financial Advisor (IFA) firm...

  • Administrator - Independent Financial Adviser (Ifa)

    1 month ago

    Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    EMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Senior IFA Administrator Competitive salary, Pension, Professional development opportunities 24,000 to £30,000 depending on qualifications and experience Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and...

  • Administrator - Independent Financial Adviser (Ifa)

    4 days ago

    Coventry, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Financial Services Specialist Recruiters Job Title: Senior IFA Administrator Benefits:Competitive salary, Pension, Professional development opportunities Salary:£24,000 to £30,000 depending on qualifications and experience Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional...

  • Group Financial Controller

    1 week ago

    Coventry, United Kingdom Gleeson Recruitment Ltd Full time

    Gleeson Recruitment Group are working exclusively with a PE backed, multisite business, who have gone through exceptional and unprecedented growth, who are looking to appoint a Group Financial Controller. This is a remote position, with very occasional requirements to meet other team members around the UK. With this in mind, the preference is to appoint...

  • Senior Advisor

    1 week ago

    Coventry, Coventry, United Kingdom Manufacturing Technology Centre Full time

    We are looking for a Senior Advisor to join our Digital Transformation Team based in Coventry.The purpose of the Digital Transformation advisor role is to work with manufacturing clients through a discovery process to identify information systems requirements and opportunities for digital technologies using a structured engagement process, and develop...

  • Senior Advisor

    1 month ago

    Coventry, United Kingdom MTC OPERATIONS LIMITED Full time

    We are looking for x2 Senior Advisors to join our Digital Transformation Team based in Coventry. The purpose of the Digital Transformation advisor role is to work with manufacturing clients through a discovery process to identify information systems requirements and opportunities for digital technologies using a structured engagement process, and develop...

  • Senior Advisor

    1 month ago

    Coventry, United Kingdom MTC OPERATIONS LIMITED Full time

    We are looking for x2 Senior Advisors to join our Digital Transformation Team based in Coventry. The purpose of the Digital Transformation advisor role is to work with manufacturing clients through a discovery process to identify information systems requirements and opportunities for digital technologies using a structured engagement process, and develop...

  • Senior Financial Controller

    6 days ago

    Coventry, United Kingdom TribePost Full time

    Senior Financial Controller Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. Location: Coventry, CV3 2RQ Salary: Competitive, DOE Contract: Permanent, full time Benefits: • Competitive salary • Contributory pension scheme • Life cover • Incapacity benefits • Cash Back Medical...

  • Senior Financial Controller

    4 days ago

    Coventry, United Kingdom TribePost Full time

    Senior Financial Controller Increase your chances of reaching the interview stage by reading the complete job description and applying promptly. Location: Coventry, CV3 2RQ Salary: Competitive, DOE Contract: Permanent, full time Benefits: Competitive salaryContributory pension schemeLife coverIncapacity benefitsCash Back Medical Scheme About the Company: We...

  • Senior Financial Controller

    1 week ago

    Coventry, United Kingdom SFM Full time

    Senior Financial ControllerLocation: Coventry, CV3 2RQSalary: Competitive, DOEContract: Permanent, full timeBenefits:• Competitive salary• Contributory pension scheme• Life cover• Incapacity benefits• Cash Back Medical SchemeAbout the Company:We are an innovative medical devices manufacturer of advanced wound care products, includingcombination...

  • Senior Advisor

    4 days ago

    Coventry, United Kingdom MTC OPERATIONS LIMITED Full time

    We are looking for x2 Senior Advisors to join our Digital Transformation Team based in Coventry. The purpose of the Digital Transformation advisor role is to work with manufacturing clients through a discovery process to identify information systems requirements and opportunities for digital technologies using a structured engagement process, and develop...

  • Senior Advisor

    1 week ago

    Coventry, United Kingdom Manufacturing Technology Centre Full time

    We are looking for a Senior Advisor to join our Digital Transformation Team based in Coventry.The purpose of the Digital Transformation advisor role is to work with manufacturing clients through a discovery process to identify information systems requirements and opportunities for digital technologies using a structured engagement process, and develop...

  • Senior Financial Controller

    3 days ago

    Coventry, United Kingdom TribePost Full time

    Benefits: • Competitive salary • Contributory pension scheme • Life cover • Incapacity benefits • Cash Back Medical Scheme About the Company: We are an innovative medical devices manufacturer of advanced wound care products, including combination products, from gelling fibres and fabrics. We deliver innovative, cost effective and...

  • Senior Financial Controller

    3 days ago

    Coventry, United Kingdom TribePost Full time

    Benefits: • Competitive salary • Contributory pension scheme • Life cover • Incapacity benefits • Cash Back Medical Scheme About the Company: We are an innovative medical devices manufacturer of advanced wound care products, including combination products, from gelling fibres and fabrics. We deliver innovative, cost effective and...

  • Senior Financial Controller

    5 days ago

    Coventry, United Kingdom TribePost Full time

    Benefits:• Competitive salary• Contributory pension scheme• Life cover• Incapacity benefits• Cash Back Medical SchemeAbout the Company:We are an innovative medical devices manufacturer of advanced wound care products, includingcombination products, from gelling fibres and fabrics. We deliver innovative, cost effective and qualityproducts and...

  • Self-Employed Mortgage Adviser

    2 weeks ago

    Coventry, United Kingdom Edge Chartered Certified Accountants , Mortgages & Legal Advisers Full time

    Company Description Edge Chartered Certified Accountants, Mortgages & Legal Advisers is a West Midlands-based firm that provides property accountancy, taxation, business advisory, and support services to small and medium-sized businesses. The firm offers business and tax planning advice, mortgage, and legal services as well. Our goal is to provide excellent...

  • Self-Employed Mortgage Adviser

    4 weeks ago

    Coventry, United Kingdom Edge Chartered Certified Accountants , Mortgages & Legal Advisers Full time

    Company Description Edge Chartered Certified Accountants, Mortgages & Legal Advisers is a West Midlands-based firm that provides property accountancy, taxation, business advisory, and support services to small and medium-sized businesses. The firm offers business and tax planning advice, mortgage, and legal services as well. Our goal is to provide excellent...