Current jobs related to Financial Advisor - Amersham - Vision-FS Recruitment

  • Financial Advisor

    1 week ago

    Amersham, United Kingdom Financial Divisions Full time

    Are you a qualified Financial Advisor looking to elevate your career? My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.They offer...

  • Financial Services Professional

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Financial Divisions Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your career to the next level? Our client, a leading Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced professionals to join their dynamic team.Key Responsibilities:Provide personalized financial advice and solutions to...

  • Financial Services Professional

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Financial Divisions Full time

    Unlock Your Potential as a Financial AdvisorAre you a seasoned Financial Advisor looking to take your career to the next level? Our client, a leading Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced professionals to join their dynamic team.Key Responsibilities:Provide personalized financial advice and solutions to...

  • Financial Services Administrator

    5 hours ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Limited Full time

    IFA Administrator OpportunityWe are seeking an experienced IFA Administrator to join our team in Amersham. As an IFA Administrator, you will be responsible for providing administrative support to our financial advisors, including data entry, chasing suppliers, submitting applications, writing reports, and conducting research.About the RoleThis is an...

  • Senior Financial Services Administrator

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

  • Senior Financial Services Administrator

    1 week ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

  • Financial Advisory Administrator

    7 hours ago

    Amersham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a highly skilled and experienced Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a Financial Advisory Administrator, you will play a crucial role in supporting our financial advisors with their general administration tasks, including data entry, chasing...

  • Financial Advisory Administrator

    1 day ago

    Amersham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Financial Advisory Administrator OpportunityWe are seeking a highly skilled and experienced Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a Financial Advisory Administrator, you will play a crucial role in supporting our financial advisors with their general administration tasks, including data entry, chasing...

  • Financial Advisory Administrator

    2 weeks ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full time

    Financial Advisory Administration Role **Job Summary:** We are seeking a skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial advisory services. **Key...

  • Financial Advisory Administrator

    2 weeks ago

    Amersham, Buckinghamshire, United Kingdom Ernest Gordon Recruitment Full time

    Financial Advisory Administration Role **Job Summary:** We are seeking a skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial advisory services. **Key...

  • Financial Advisory Administrator

    8 hours ago

    Amersham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Title: Financial Advisory AdministratorWe are seeking a highly skilled and experienced Financial Advisory Administrator to join our team in Amersham. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial advisory services.Key...

  • Financial Advisory Administrator

    1 day ago

    Amersham, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Title: Financial Advisory AdministratorWe are seeking a highly skilled and experienced Financial Advisory Administrator to join our team in Amersham. As a key member of our team, you will be responsible for providing administrative support to our financial advisors, ensuring the smooth operation of our financial advisory services.Key...

  • Financial Advisory Administrator

    8 hours ago

    Amersham, United Kingdom Ernest Gordon Recruitment Full time

    Financial Advisory Administrator (Financial Advisory)We are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a Financial Advisory Administrator, you will play a crucial role in supporting our financial advisory services, providing administrative support to our advisors, and ensuring the...

  • Financial Advisory Administrator

    1 day ago

    Amersham, United Kingdom Ernest Gordon Recruitment Full time

    Financial Advisory Administrator (Financial Advisory)We are seeking a highly skilled Financial Advisory Administrator to join our team at Ernest Gordon Recruitment Limited. As a Financial Advisory Administrator, you will play a crucial role in supporting our financial advisory services, providing administrative support to our advisors, and ensuring the...

  • Senior Financial Services Manager

    2 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice ManagerWe are seeking a highly skilled Financial Services Practice Manager to join our team. As a key member of our administrative team, you will be responsible for providing administrative support to our Financial Advisors and Paraplanners, as well as managing client relationships and ensuring compliance with regulatory...

  • Senior Financial Services Manager

    2 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice ManagerWe are seeking a highly skilled Financial Services Practice Manager to join our team. As a key member of our administrative team, you will be responsible for providing administrative support to our Financial Advisors and Paraplanners, as well as managing client relationships and ensuring compliance with regulatory...

  • Senior Financial Services Administrator

    3 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    We are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our Financial Services Practice, you will play a vital role in supporting our Financial Advisors and Paraplanners in delivering exceptional client service.The ideal candidate will have a minimum of 5 years' experience in a similar role, with a...

  • Senior Financial Services Administrator

    3 weeks ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    We are seeking a highly skilled Senior Financial Services Administrator to join our team at Reed. As a key member of our Financial Services Practice, you will play a vital role in supporting our Financial Advisors and Paraplanners in delivering exceptional client service.The ideal candidate will have a minimum of 5 years' experience in a similar role, with a...

  • Financial Services Practice Manager Administrator

    4 days ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

  • Financial Services Practice Manager Administrator

    4 days ago

    Amersham, Buckinghamshire, United Kingdom Reed Full time

    Financial Services Practice Manager AdministratorWe are seeking a highly skilled Financial Services Practice Manager Administrator to join our team. As a key member of our financial services team, you will be responsible for providing administrative support to our financial advisors and paraplanners, ensuring the smooth operation of our client bank and...

Financial Advisor

4 months ago

Amersham, United Kingdom Vision-FS Recruitment Full time

Location- Amersham- 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:
- 30 Apr 2024 23:59**Financial Advisor | Independent Financial Advisor**

**£75,000 - £100,000 | Un-Capped Bonus**

**£10m AUM Client Book Provided**

**Amersham | High Wycombe | Surrounding Area’s**

**YOUR NEW COMPANY**

An exciting opportunity has become available with a Financial Advice business who are growing their national offering across the country. The business is looking to grow their Diploma Qualified Financial Advisor | Independent Financial Advisor team, offering Financial Planning and Wealth Management services to clients across the country.

The business is constantly purchasing client books and has c£10m AUM to offer new Financial Advisors to manage. An existing client book is therefore provided, servicing clients, manage and retain business as well as conduct new business opportunities.

**THE ROLE**

We are recruiting Diploma Level 4 Qualified Financial Advisor, Independent Financial Advisor, with minimum 2 years’ experience in a CF30 UK Financial Advisor role.
- Employed Financial Advisor
- Existing client bank provided
- Access to new leads and clients
- Conduct fact find meetings with new and existing clients
- Prepare sound financial plans to ensure clients meet their financial goals
- Advise clients on current financial issues and make recommendations
- Build strong relationships to retain existing clients
- Generate new business and build introducer relationships
- Manage your own diary
- Work from home | access to office

**BENEFITS**
- £50,000 - £75,000 Basic Salary
- OTE: £100,000+
- Un-capped bonus
- Pension, holiday and other benefits

**WHAT YOU'LL NEED TO SUCCEED**
- Diploma Level 4 Qualified UK Financial Advisor
- 2 years minimum experience as a Financial Advisor
- Experience of advising clients on Investments, Pension and Protection
- Proven track record of success and achievements
- Experience of managing and retaining a client book
- Ability to generate new business opportunities
- You may already have a client book and seeking a superior proposition
- Hungry, driven and motivated individual - wanting to earn minimum c£100,000+

**NEXT STEPS**

One of our consultants will be in touch to discuss the opportunity and answer any questions you may have around the role. Where appropriate we can also recommend other relevant opportunities to you that match your requirements.

**Synonyms**: Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning