Employed Financial Planner

4 weeks ago


St Ives, United Kingdom Ortus PSR Full time

**Employed Financial Planner**

**Location: Cambridge**

**Salary: £30,000 - £60,000 + OTE**

This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Bristol. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team.

**The Opportunity**

The opportunity here is for a Financial Adviser, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward, alongside building and growing this bank further. This opportunity would be suitablefor any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to workwith a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package

**Skills**:

- Hold previous experience within an IFA/Financial Planning Practice
- Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
- Previous experience dealing with High Net Worth Clients desirable but not essential


  • Employed IFA

    4 weeks ago


    St Albans, Hertfordshire, United Kingdom Wallace Bates Limited Full time

    Our client is a well-established IFA based in Herts who have direct connections to a professional introducer and large existing client bank. They are looking for an Employed IFA to join the existing team. The role will be to provide independent financial planning advice to the existing clients and help develop new business opportunities. Candidates must have...

  • Employed IFA

    2 months ago


    St Albans, Hertfordshire, United Kingdom Wallace Bates Limited Full time

    Our client is a well-established IFA based in Herts who have direct connections to a professional introducer and large existing client bank. They are looking for an Employed IFA to join the existing team. The role will be to provide independent financial planning advice to the existing clients and help develop new business opportunities. Candidates must have...


  • St Albans, United Kingdom Hoxton Capital Management Full time

    Overview:nWe are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Responsibilities:nConduct...


  • St Albans, Hertfordshire, United Kingdom Hoxton Capital Management Full time

    Overview:We are currently looking for an experienced and driven Financial Advisor to join our team in the United Kingdom. The ideal candidate will provide expert financial advice to clients, manage portfolios, and contribute to the success of our financial services division.Responsibilities:- Perform thorough financial assessments to understand client needs,...


  • St Albans, United Kingdom Hoxton Capital Management Full time

    Overview:Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to...


  • St Albans, United Kingdom Hoxton Capital Management Full time

    Overview:Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to...


  • St. Albans, United Kingdom Hoxton Capital Management Full time

    Overview:We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Responsibilities:Conduct...


  • St. Albans, United Kingdom Hoxton Capital Management Full time

    Overview:We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Responsibilities:Conduct...


  • St Albans, Hertfordshire, United Kingdom Hoxton Capital Management Full time €50,000

    Overview: Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description. We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to...


  • St Albans, England, United Kingdom Hoxton Capital Management Full time

    Overview:Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to...


  • St Albans, Hertfordshire, United Kingdom Hoxton Capital Management Full time €100,000

    Overview: We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division. Responsibilities: Conduct...


  • St Albans, UK, Hertfordshire, United Kingdom Hoxton Capital Management Full time

    Overview:We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.Responsibilities:Conduct...


  • St Albans, Hertfordshire, United Kingdom Hoxton Capital Management Full time €100,000

    Overview: We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division. Responsibilities: Conduct...

  • Financial Advisor

    4 weeks ago


    St. Ives, United Kingdom Premier Jobs UK Limited Full time

    This employed Financial Advisor job in St Ives, Cambridgeshire, provides the opportunity for you to take over an existing client bank of approximately £20m FuM. Due to a recent Financial Advisor retiring and leaving the business, they are now looking to bring on an experienced advisor to take over their client bank. Over the coming years, fellow Financial...


  • St. Austell, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Location of clients Cornwall, St Austell, Truro, Bodmin** 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...


  • St. Austell, United Kingdom AFH Financial Group Full time

    **Independent Financial Adviser - Cornwall/ St Austell and Truro** 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...


  • St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Overview: My client is currently seeking a skilled and motivated Senior Financial Planner to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Responsibilities:...


  • St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Overview: My client is currently seeking a skilled and motivated Senior Financial Planner to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Responsibilities:...

  • Financial Advisor

    3 weeks ago


    St Albans, United Kingdom Vision-FS Recruitment Full time

    Location- St Albans- Discipline: - Financial Planning, Wealth Management- Job type: - Permanent- Salary: - 50000 to 75000- Contact name: - Parvez Miah- Contact phone: - 07779150847- Published: - about 5 hours ago- Expiry date: - 31 May 2024 23:59**Financial Advisor | Independent Financial Advisor** **£75,000 - £100,000 | Un-Capped Bonus** **£10m AUM...

  • Financial Adviser

    1 month ago


    St Albans, United Kingdom Finlink Ltd Full time

    Financial Advisor Up to £60,000 Hybrid working This role is suited to those who have at least 2 Years’ experience in providing regulated financial advice. As an existing adviser, you’ll be at least Level 4 Diploma qualified. You’ll be experienced in both winning new clients, as well as maintaining existing long-term client relationships. If you are...