Financial Services Professional

1 week ago


Rickmansworth, Hertfordshire, United Kingdom Premier Jobs UK Limited Full time

Job Opportunity: Financial Adviser Role with a Growing IFA Firm

About the Role: We are seeking an experienced Financial Adviser to join our team and take over recently acquired clients. As a Financial Adviser, you will be responsible for establishing excellent rapport with clients, understanding their current and future needs, and identifying new business opportunities.

Key Responsibilities:

  • Onboard and takeover recently acquired clients
  • Establish strong rapport with clients and understand their needs
  • Identify new business opportunities and grow the business
  • Work closely with the support team, including Paraplanners and Administrators

Requirements:

  • Full Level 4 Diploma in Financial Planning or equivalent
  • Current Financial Adviser with experience in taking over and retaining acquired clients
  • Ability to bring or generate circa £5m+ of Funds Under Management (FuM)
  • Comfortable with a reasonable level of travelling during the early integration phase

About the Company: Our client is a long-established financial planning firm with nearly 30 years of experience. They have recently undergone new management and are looking to build on their strong foundations and develop their service offering to new and existing clients.

Benefits:

  • Salary in the region of £60,000 (+/-) with bonus structure
  • Mileage reimbursement at good rates or car allowance
  • Self-employed option available
  • Mixture of working location with travel to see clients, working from home, and visits to the office

Location: Our client is open-minded to consider Financial Advisers in Hertfordshire, Surrey, or Kent.



  • Rickmansworth, Hertfordshire, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Opportunity with Premier Jobs UK LimitedThis Financial Services Professional job provides a chance to join a growing Independent Financial Advisory firm, actively undertaking strategic acquisitions. They are seeking an experienced Financial Planning Specialist to join their team to onboard and takeover recently acquired clients and help the...


  • Rickmansworth, Hertfordshire, United Kingdom Premier Jobs UK Limited Full time

    Financial Adviser Opportunity with Premier Jobs UK LimitedThis Financial Services Professional job provides a chance to join a growing Independent Financial Advisory firm, actively undertaking strategic acquisitions. They are seeking an experienced Financial Planning Specialist to join their team to onboard and takeover recently acquired clients and help the...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly skilled Financial Accountant to join our team. As a Sales Ledger Specialist, you will play a crucial role in maintaining the accuracy and integrity of our financial records. Key Responsibilities: • Evaluate potential customers' credit history, financial stability, and creditworthiness before extending credit and...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly skilled Financial Accountant to join our team. As a Sales Ledger Specialist, you will play a crucial role in maintaining the accuracy and integrity of our financial records. Key Responsibilities: • Evaluate potential customers' credit history, financial stability, and creditworthiness before extending credit and...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly skilled Financial Accountant to join our team. As a Sales Ledger Specialist, you will play a crucial role in ensuring the accuracy and timeliness of our financial transactions. Key Responsibilities: • Evaluate potential customers' credit history, financial stability, and creditworthiness before extending credit and...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly skilled Financial Accountant to join our team. As a Sales Ledger Specialist, you will play a crucial role in ensuring the accuracy and timeliness of our financial transactions. Key Responsibilities: • Evaluate potential customers' credit history, financial stability, and creditworthiness before extending credit and...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Job SummaryOrka Financial is seeking a highly experienced Financial Controller to join our team and contribute to the company's growth and success. As a key member of the Senior Leadership team, you will play a crucial role in shaping the finance function and driving business performance.Key ResponsibilitiesOversee and manage all financial activities within...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Job SummaryOrka Financial is seeking a highly experienced Financial Controller to join our team and contribute to the company's growth and success. As a key member of the Senior Leadership team, you will play a crucial role in shaping the finance function and driving business performance.Key ResponsibilitiesOversee and manage all financial activities within...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Job SummaryOrka Financial is seeking a highly experienced Financial Controller to join our team and play a key role in driving the financial success of our client, a rapidly growing multinational company based in the UK.Key ResponsibilitiesOversee and manage all financial activities within the UK and Europe regions, covering 4 legal entities and multiple...


  • Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Job SummaryOrka Financial is seeking a highly experienced Financial Controller to join our team and play a key role in driving the financial success of our client, a rapidly growing multinational company based in the UK.Key ResponsibilitiesOversee and manage all financial activities within the UK and Europe regions, covering 4 legal entities and multiple...

  • Finance Assistant

    1 day ago


    Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly motivated and detail-oriented Financial Support Specialist to join their team. This is an excellent opportunity for someone looking to further develop their career in finance within a fast-paced and supportive environment.Key Responsibilities:Ensure all debtors are chased and payments are made in line with agreed...

  • Finance Assistant

    1 day ago


    Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly motivated and detail-oriented Financial Support Specialist to join their team. This is an excellent opportunity for someone looking to further develop their career in finance within a fast-paced and supportive environment.Key Responsibilities:Ensure all debtors are chased and payments are made in line with agreed...

  • Finance Assistant

    5 days ago


    Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly motivated and detail-oriented Financial Administrator to join their team. As a key member of the finance department, you will play a crucial role in ensuring the smooth operation of accounts receivable and payable processes.Key Responsibilities:Manage and maintain accurate records of debtors and creditors, ensuring timely...

  • Finance Assistant

    1 week ago


    Rickmansworth, Hertfordshire, United Kingdom Orka Financial Full time

    Orka Financial is seeking a highly motivated and detail-oriented Financial Administrator to join their team. As a key member of the finance department, you will play a crucial role in ensuring the smooth operation of accounts receivable and payable processes.Key Responsibilities:Manage and maintain accurate records of debtors and creditors, ensuring timely...


  • Rickmansworth, Hertfordshire, United Kingdom Flat Fee Recruiter Full time

    Position OverviewWe are pleased to present an excellent opportunity for a skilled individual to become a vital part of our team as an Accounts Administrator.Location: Croxley Green, HertfordshireEmployment Type: Full-time (Monday – Friday, 8am – 5pm, negotiable)Contract Type: PermanentSalary: £25,000 - £29,000 per annum, based on experienceEligibility:...


  • Rickmansworth, Hertfordshire, United Kingdom Premier Jobs UK Limited Full time

    Job Opportunity: Financial AdviserAbout the Role:We are seeking an experienced Financial Adviser to join our team at Premier Jobs UK Limited. As a Financial Adviser, you will have the opportunity to work with a growing IFA firm, actively undertaking acquisitions and onboarding recently acquired clients.Key Responsibilities:Establish excellent rapport with...

  • Cleaning Professional

    6 hours ago


    Rickmansworth, Hertfordshire, United Kingdom Atlas Full time

    {"h2": "About the RoleWe are seeking a skilled and enthusiastic Cleaner to join our team at Atlas. As a key member of our facilities team, you will be responsible for maintaining the highest standards of cleanliness and customer service across our premises.Key Responsibilities:* Deliver exceptional cleaning services to our clients, ensuring a high standard...

  • Cleaning Professional

    8 hours ago


    Rickmansworth, Hertfordshire, United Kingdom Atlas Full time

    {"h2": "About the RoleWe are seeking a skilled and enthusiastic Cleaner to join our team at Atlas. As a key member of our facilities team, you will be responsible for maintaining the highest standards of cleanliness and customer service across our premises.Key Responsibilities:* Deliver exceptional cleaning services to our clients, ensuring a high standard...


  • Rickmansworth, Hertfordshire, United Kingdom Nuffield Health Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Front of House Team as a Receptionist. As a key member of our team, you will be responsible for providing exceptional customer service to our members and visitors, ensuring a warm and welcoming environment at all times.Key ResponsibilitiesSupport the smooth operation of our...


  • Rickmansworth, Hertfordshire, United Kingdom Nuffield Health Full time

    About the RoleWe are seeking a highly skilled and motivated individual to join our Front of House Team as a Receptionist. As a key member of our team, you will be responsible for providing exceptional customer service to our members and visitors, ensuring a warm and welcoming environment at all times.Key ResponsibilitiesSupport the smooth operation of our...