Financial Services Professional

3 weeks ago


Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time
Financial Adviser Opportunity

Full Time, Permanent

Our client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.

Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.

As an independent firm, they offer a full range of financial planning solutions, ensuring clients receive the best appropriate advice.

Key Responsibilities:

  • Provide expert financial advice to clients on pensions, investments, and wealth management
  • Develop and implement comprehensive financial plans to meet clients' needs
  • Work closely with clients to understand their financial goals and objectives
  • Stay up-to-date with industry developments and regulatory changes

Requirements:

  • Minimum 3 years' experience in investments and pensions
  • Diploma qualified Financial Adviser
  • Confident communicator with strong understanding of risk, asset allocation, and portfolio construction
  • Comprehensive understanding of investments and pensions, including IHT, Income Tax, CGT, Annual/Tapered Allowance, carry forward, LSA, and LSDBA

Benefits:

  • Generous holiday entitlement
  • Full administration and paraplanning support with leading back-office software
  • Opportunity to work with a well-established and reputable financial services company

Company Culture:

Our client is an Equal opportunities employer promoting diversity and inclusivity in their interview selection process.



  • Gerrards Cross, Buckinghamshire, United Kingdom Financial Divisions Full time

    **About Financial Divisions**Wealth management is a key service offering for our client, a boutique financial planning practice with a strong presence in South Buckinghamshire. For over 20 years, they have been providing high-quality financial advice to their private clients, a diverse group of business professionals, retirees, accumulators, and families....


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Financial Adviser OpportunityFull Time, PermanentOur client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, they...


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Financial Adviser OpportunityFull Time, PermanentOur client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, they...


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Financial Adviser OpportunityFull Time, PermanentOur client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, they...


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Financial Adviser OpportunityFull Time, PermanentOur client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, they...


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Financial Adviser OpportunityFull Time, PermanentOur client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, they...


  • Gerrards Cross, Buckinghamshire, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full time

    Financial Adviser OpportunityFull Time, PermanentOur client, a well-established financial services company, is seeking an experienced and driven qualified Financial Adviser to join their team.Founded in 1983, they prioritize building long-term relationships with clients by tailoring financial solutions to meet individual needs.As an independent firm, they...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    Trainee IFA Administrator - Adviser SupportCompetitive Salary £25,500 per annumFull Time, Permanent RoleThis is a challenging opportunity for a mature and professional individual to begin their career in Financial Services with our client.Initially, your role will involve providing administrative support (training provided) to our client's team.Key...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As an IFA Administrator/Adviser Support, you will provide pre- and post-advice support to our advisers, paraplanner, and other team members.About the CompanyOur client is a well-established financial services company that prioritizes...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As an IFA Administrator/Adviser Support, you will provide pre- and post-advice support to our advisers, paraplanner, and other team members.About the CompanyOur client is a well-established financial services company that prioritizes...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As an IFA Administrator/Adviser Support, you will provide pre- and post-advice support to our advisers, paraplanner, and other team members.About the CompanyOur client is a well-established financial services company that prioritizes...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team. As an IFA Administrator/Adviser Support, you will provide pre- and post-advice support to our advisers, paraplanner, and other team members.About the CompanyOur client is a well-established financial services company that prioritizes...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    IFA AdministratorCompetitive Salary: £28,000 - £32,000 (negotiable)Full Time, Permanent OpportunityOur client, a well-established financial services company, is seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to their advisers, paraplanner, and other team members.About the RoleAs an IFA...


  • Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    IFA AdministratorCompetitive Salary: £28,000 - £32,000 (negotiable)Full Time, Permanent OpportunityOur client, a well-established financial services company, is seeking a confident and experienced IFA Administrator/Adviser Support to provide pre- and post-advice support to their advisers, paraplanner, and other team members.About the RoleAs an IFA...


  • Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...


  • Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...


  • Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...


  • Gerrards Cross, Buckinghamshire, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator Job DescriptionWe are seeking an experienced Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for providing administrative support to our Managing Director/Principal Adviser, ensuring the smooth operation of our business activities.Key...

  • Financial Consultant

    1 month ago


    Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    Financial Adviser OpportunityCompetitive Salary & CommissionGerrards Cross, BuckinghamshireFull Time, PermanentWe are seeking an experienced and driven Financial Adviser to join our client's team in Gerrards Cross.The ideal candidate will have a passion for delivering exceptional client service and a strong understanding of financial planning.Our client is a...

  • Financial Consultant

    1 month ago


    Gerrards Cross, Buckinghamshire, United Kingdom Get Staffed Online Recruitment Full time

    Financial Adviser OpportunityCompetitive Salary & CommissionGerrards Cross, BuckinghamshireFull Time, PermanentWe are seeking an experienced and driven Financial Adviser to join our client's team in Gerrards Cross.The ideal candidate will have a passion for delivering exceptional client service and a strong understanding of financial planning.Our client is a...