Wealth Management Professional

3 weeks ago


Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

Premier Jobs UK Limited offers a remote Financial Advisor position that provides a steady flow of leads and referrals for building a strong client bank.

Salary and Benefits:

The estimated annual salary for this role is approximately £50,000-£80,000, depending on performance and location. Additionally, there are opportunities for bonuses and professional growth.

Job Description:

The initial focus of this Financial Advisor role is on consolidating pension transfers, leading to other areas of financial planning. Average pension pots are £200,000, with the goal of building a client bank of around 200 clients and managing £40m in Funds Under Management.

Requirements:

To be successful in this role, you must have a Full Level 4 Diploma in Financial Planning or equivalent and CAS status as a Financial Advisor.

Working Arrangements:

This is a remote position, allowing you to work from home with occasional face-to-face meetings with clients in the South East region.



  • Woking, Surrey, United Kingdom Premier Jobs UK Full time

    **Job Title:** Wealth Management Advisor**Salary:** £50,000 - £70,000 per annum (dependent on experience)Premier Jobs UK is a leading recruitment agency specializing in finance jobs, and we are currently seeking an experienced Wealth Management Advisor to join our team.As a Wealth Management Advisor, you will work closely with high net worth individuals,...


  • Woking, Surrey, United Kingdom Premier Jobs UK Full time

    About the RoleThis is an exciting opportunity for a Wealth Management Advisor to join our team as a self-employed consultant. As a Wealth Management Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their long-term goals.You will typically work with clients who are seeking to consolidate their...


  • Woking, Surrey, United Kingdom Cameron Kennedy Full time

    Cameron Kennedy is a forward-thinking Wealth Manager committed to delivering innovative financial planning services. We are seeking an experienced Senior Paraplanner to support our Wealth Planners in conducting high-quality research across various financial planning products and services.Key Qualifications:Extensive experience in paraplanning.Proficiency in...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    About the Role: We are seeking a skilled and experienced Wealth Management Consultant to join our team as a self-employed financial advisor. In this role, you will be responsible for providing expert financial advice to clients, helping them make informed decisions about their financial futures.Key Responsibilities: • Provide expert financial advice to...


  • Woking, Surrey, United Kingdom moorebarlow Full time

    Moore Barlow is a leading law firm with a strong commitment to providing high-quality services. Our Private Wealth Team works with individuals who have significant assets, typically exceeding £5m-£20m. We are seeking a skilled and experienced Solicitor to join our team in Woking.The successful candidate will be responsible for advising clients on the...


  • Woking, Surrey, United Kingdom Austin Fraser Full time

    We are looking for a Home-Based Wealth Advisor to join our team at Austin Fraser. As a self-employed Financial Advisor, you will be responsible for building a client bank of around 200, with an average pension pot of £200,000. This equates to £40 million of Funds Under Management.The role involves providing financial planning advice, including...


  • Woking, Surrey, United Kingdom Cameron Kennedy Full time

    Cameron Kennedy is a leading Wealth Manager committed to delivering exceptional financial planning services that empower clients to achieve their goals. Our collaborative culture fosters integrity, accountability, and innovation.We are seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting thorough research across various...


  • Woking, Surrey, United Kingdom moorebarlow Full time

    About the RoleWe are seeking a skilled and experienced Private Wealth Solicitor to join our team in Woking, Surrey. This is an excellent opportunity for a qualified lawyer to work with high-net-worth individuals across a range of private client matters.Key ResponsibilitiesAdvising on the structure of Wills as part of a broader estate planning strategyThe...


  • Woking, Surrey, United Kingdom Catch Resource Management Full time

    Job OverviewWe are seeking an experienced Professional NetSuite Recruiter to join our team at Catch Resource Management. As a NetSuite Recruitment Consultant, you will be responsible for identifying and engaging top talent within the NetSuite ecosystem.Key Responsibilities:Conduct thorough screening and assessment of candidates' skills, experience, and...


  • Woking, Surrey, United Kingdom Catch Resource Management Full time

    **Job Description:** We are seeking an IT Recruitment Specialist to join our team at Catch Resource Management. As an IT Recruitment Specialist, you will be responsible for identifying, engaging, and placing NetSuite professionals into roles across a variety of industries. You will leverage your understanding of the NetSuite ecosystem and recruitment...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    Job Description:Premier Jobs UK Limited is seeking an experienced Financial Advisor to join our team on a self-employed or employed basis. As a Financial Advisor, you'll work from home while occasionally meeting clients face-to-face. The business provides a consistent supply of leads and referrals, enabling you to build a sizeable client base. You'll benefit...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    Salary & BenefitsAs a remote Financial Advisor, you can expect a competitive estimated salary of £25,000 - £35,000 per annum, depending on performance and experience.The role comes with various benefits, including a flexible work environment, opportunities for professional growth, and a supportive team at Premier Jobs UK Limited.To succeed in this...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    Role Requirements and BenefitsTo succeed in this role, you should possess a full Level 4 Diploma in Financial Planning or equivalent and hold CAS status as a Financial Advisor. As a self-employed professional, you will enjoy uncapped earnings with a potential OTE of £80,000+ in the first year.Alternatively, you may opt for an employed role with a salary of...


  • Woking, Surrey, United Kingdom Fintelligent Search Full time

    Fintelligent Search is a leading search firm specializing in financial services recruitment. We are currently seeking an experienced Senior Mortgage Advisor to join our team. In this role, you will work with clients across various industries, providing expert advice on mortgage options, financial planning, and wealth management.The ideal candidate will have...


  • Woking, Surrey, United Kingdom Cameron Kennedy Full time

    Job Description:As a Senior Paraplanner, you will conduct thorough research on financial planning products, perform complex calculations, and prepare client-centric suitability reports. You will also assist in training new team members and foster a collaborative team environment.


  • Woking, Surrey, United Kingdom CV-Library Full time

    Unlock Your Potential as an Investor Services AdministratorWe are seeking a motivated and organized Investor Services Administrator to join our team in Guildford. As an Investor Services Administrator, you will be responsible for delivering exceptional client service, supporting new business, and maintaining accurate records.About the Role:Key...


  • Woking, Surrey, United Kingdom Catch Resource Management Full time

    Job DescriptionCandidate Sourcing & Engagement:Utilise various sourcing methods (e.g., job boards, LinkedIn, networking, referrals) to identify and engage qualified NetSuite professionals.Conduct thorough screening and assessment of candidates' skills, experience, and cultural fit.Build and maintain a strong pipeline of NetSuite candidates.Client...


  • Woking, Surrey, United Kingdom Catch Resource Management Full time

    About UsCatch Resource Management is a specialist recruitment agency providing IT talent acquisition services to a wide range of clients. With a team of experienced consultants and a deep understanding of the IT market, we can help you find the best candidates for your business needs.Job Title: IT Talent Acquisition ManagerResponsibilitiesAs an IT Talent...


  • Woking, Surrey, United Kingdom Cameron Kennedy Full time

    We are looking for a highly skilled Senior Paraplanner to join our team at Cameron Kennedy. As a leading Wealth Manager, we are dedicated to providing exceptional financial planning services that empower our clients to achieve their goals.About the Role:This role involves supporting our Wealth Planners by conducting thorough research across various financial...


  • Woking, Surrey, United Kingdom Premier Jobs UK Limited Full time

    About the RolePremier Jobs UK Limited is a leading recruitment agency specializing in finance and accounting roles. We are currently seeking a skilled Financial Advisor to join our team on a self-employed basis.As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients across the South East region. You will work...