Financial Adviser

6 months ago


Stevenage, United Kingdom Cranleigh Personnel Full time

**Financial Adviser / IFA Adviser**

Based: Stevengae

Salary - base £50,000 - £65,000 + Bonus (depending upon qualifications)

**Are you a Financial Adviser looking for your next role?**
- Are you looking for full admin & paraplanning support so you can concentrate on client care?
- Would you like to join an IFA where you can immediately have a client bank passed over to you?

**If so, then this may be the right role for you...**

Our client is a thriving independent wealth planning firm with an enviable client bank. They are now looking for an Adviser to join their team and take over an existing bank of clients.

The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.

You will provided with a strong client bank and in addition be provided prospective clients who have been referred either from their existing clients or new leads that come into the business. Full admin and paraplanning support is provided so that you can spend the time on your clients.

This role is all about client care and making sure the advice given to their clients has the clients best interests at heart - so more of a servicing role with organic growth of the client bank rather than a heavily targeted new business focus.

**Additional Information**
- Hours are 9am - 5pm
- 17 x members of staff
- 1 x day per week in the office
- Salary up to £65,000 basic + bonus
- Private Medical Insurance, DIS

If you would like to have more information on this unique role, then please apply.

**Salary**: £50,000.00-£65,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Are you a qualified financial adviser?

Work Location: In person



  • Stevenage, Hertfordshire, United Kingdom Exchange Street Claims ltd Full time

    Key Responsibilities:As a level 4 qualified financial planner with current Competent Adviser Status, you will be responsible for helping drive the transition of clients from our existing platform to a new one.We're looking for an experienced professional who can provide exceptional service and support to our clients, helping them to save on fees and achieve...

  • Junior Legal Adviser

    6 months ago


    Stevenage, United Kingdom MBDA Full time

    **MBDA is a leading defence organisation that is proud to support our Armed Forces in protecting our nations. We collaborate with governments to achieve a shared goal of defending our freedom.** **Salary**: Circa **£65,000 **depending on experience **What we can offer you**: - Bonus of up to 21% of base salary; - Pension of maximum total (employer and...


  • Stevenage, United Kingdom Investigo Full time

    Financial Accounting Manager required for my mid-sized established client with a reputation for having a great culture and staff retention.Whilst reporting into the Group Financial Controller you will be responsible for all aspects of Financial Reporting including, Statutory Accounting, Audit Management, Cash Management and Tax related matters.Whilst...


  • Stevenage, United Kingdom Investigo Full time

    Financial Accounting Manager required for my mid-sized established client with a reputation for having a great culture and staff retention. Whilst reporting into the Group Financial Controller you will be responsible for all aspects of Financial Reporting including, Statutory Accounting, Audit Management, Cash Management and Tax related matters. Whilst...


  • Stevenage, United Kingdom Investigo Full time

    Financial Accounting Manager required for my mid-sized established client with a reputation for having a great culture and staff retention. Whilst reporting into the Group Financial Controller you will be responsible for all aspects of Financial Reporting including, Statutory Accounting, Audit Management, Cash Management and Tax related matters. Whilst...


  • Stevenage, United Kingdom Tate Full time

    We are currently recruiting for an extremely well established and prestigious Financial Services organisation based in Stevenage.The role is for a full-time Financial Services Administrator - the successful candidate must have had previous experience working for an Independent Financial Advisers and have proven experience working with GLA, GIP, GPMI, GCIC...

  • Client Service Adviser

    6 months ago


    Stevenage, United Kingdom Lloyd & Whyte Group Limited Full time

    **Salary: £20,000.00 - £25,000.00 **_**(Depending on Experience)**_ **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full pay_ - Company Pension Plan - Income...


  • Stevenage, Hertfordshire, United Kingdom Exchange Street Claims ltd Full time

    Job DescriptionWe are seeking a level 4 qualified financial planner with current Competent Adviser Status to join our team. As a key member of our wealth management team, you will be responsible for driving the client transition process and ensuring a seamless experience for our clients. Your expertise and knowledge will play a crucial role in helping our...


  • Stevenage, United Kingdom Brevere Group Full time

    Do you have group risk or auto enrolment pension administrative experience?Are you looking for a role with a supportive firm offering good benefits and hybrid working?Due to continued success in providing fee-based advice to both commercial clients, this successful practice requires a professional and proactive Pension Administrator to provide support to the...


  • Stevenage, United Kingdom Barclay Meade Full time

    **Ref no.** - BHN565027**Salary** - £50 - £55/hour**Location** - Stevenage, England**Start date** - ASAP**Job type** - Contract 12 MONTHS**Job status** - Open**Job summary**: Barclay Meade Finance & Accountancy are recruiting for a Cost Controller (Analyst) to join an engineering and maintenance based organisation. **Key skills required for this...


  • Stevenage, United Kingdom St John Ambulance Full time

    About the Role 35 Hours per week As a customer services adviser, you will be responsible for delivering exceptional customer service to our customers. You will be liaising with local volunteers to support them in providing first aid cover at events. You will be part of a welcoming supportive team who will help you to understand this unique...


  • Stevenage, Hertfordshire, United Kingdom Aimbridge Hospitality Full time

    Aimbridge Hospitality EMEA is a leading division of the global Aimbridge Hospitality brand, overseeing over 1,600 hotels and resorts worldwide.Competitive SalaryWe offer a competitive starting salary above the national minimum wage, ensuring our team members are fairly compensated for their hard work and dedication.A day in the life of... As a Business...

  • HVAC Specialist

    3 weeks ago


    Stevenage, Hertfordshire, United Kingdom City Facilities Management Full time

    This is a key role, responsible for carrying out planned and reactive maintenance of air conditioning systems across multiple sites. As the first point of contact for all maintenance activities within your allocated sites, you will be the technical expert in ensuring that all work is completed to the highest standards, efficiently and cost-effectively.Main...


  • Stevenage, Hertfordshire, United Kingdom undisclosed Full time

    Project Planner/Controller OpportunityYolk Recruitment is seeking a skilled Project Planner/Controller to join a team in the defence industry. The role involves delivering key objectives through best practice Project Planning and collaborating with Business Performance Management and Technical Teams.Key Responsibilities:Analyse ongoing progress and...


  • Stevenage, United Kingdom Aimbridge Hospitality Full time

    Who are we? Aimbridge Hospitality EMEA are a division of the global Aimbridge Hospitality brand, overseeing over 1,600 hotels and resorts across the world. What is in it for you? As part of the Aimbridge team, you will have access to a suite of benefits that include: Hotel discounts portfolio wide – Staff rates and up to 50% discount on food &...


  • Stevenage, United Kingdom East and North Hertfordshire NHS Trust Full time

    We are recruiting for a NHS Entitlement and Private Patient Administrator who shares our vision to be trusted to provide consistently outstanding care and exemplary service to our patients. You will be a contact within the Private Patient and NHS Entitlement Team for staff and patient’s enquiries and advise on charging queries and policy interpretations....

  • Solutions Architect

    2 weeks ago


    Stevenage, United Kingdom Morgan Philips Group Full time

    We are looking to offer an Oracle Fusion ERP Solution Architect the opportunity to join our expanding Group IT Function based in Stevenage in Hertfordshire.***Five years Oracle Fusion implementation experience is essential*** Up to £90k base salary plus car allowance of £500 per month - plus bonus of up to £15k on top.***As an Oracle Fusion Solution...


  • Stevenage, United Kingdom Morgan Philips Group Full time

    We are looking to offer an Oracle Fusion ERP Solution Architect the opportunity to join our expanding Group IT Function based in Stevenage in Hertfordshire. ***Five years Oracle Fusion implementation experience is essential*** Up to £90k base salary plus car allowance of £500 per month - plus bonus of up to £15k on top. ***As an Oracle Fusion...


  • Stevenage, United Kingdom Morgan Philips Group Full time

    We are looking to offer an Oracle Fusion ERP Solution Architect the opportunity to join our expanding Group IT Function based in Stevenage in Hertfordshire.***Five years Oracle Fusion implementation experience is essential***Up to £90k base salary plus car allowance of £500 per month - plus bonus of up to £15k on top.***Must be a UK citizen or have ILR...

  • HR Administrator

    1 week ago


    Stevenage, United Kingdom Beststart HR Full time

    Job Title: HR Administrator Location: Stevenage, Hertfordshire; hybrid working (2 days from home) Salary: Starting salary in the region of£26,500 per annum plus discretionary bonus Benefits:  Up to 39 days paid leave + financial support for professional study of the CIPD + access to a cycle-to-work scheme, discount portal and Employee Assistance...