Independent Financial Planning Consultant
2 days ago
About the Role:
We are seeking a Level 4 Diploma qualified Financial Advisor with CAS status for financial planning advice to join our team. You will deliver advice to clients through a mixture of in-person, virtually by Microsoft Teams, or in one of our regional offices.
You should have a proven track record in converting business opportunities and be close to Chartered status. Our Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, and Compliance Managers.
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Self-employed Financial Consultant
3 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full time**IFA Role**We are seeking a talented Financial Advisor to join our team as a Self-employed Financial Consultant. This role involves working from home with quality leads and existing clients provided.This is an exciting opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for...
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Financial Planning Support Specialist
10 hours ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeAs a Financial Planning Support Specialist at Heat Recruitment Ltd, you will have the opportunity to work with a talented team in an exciting and dynamic environment. This role involves supporting independent financial advisers in their daily operations, ensuring that clients receive exceptional service.About the RoleThe salary for this position is...
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Financial Planning Specialist
2 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full timeAre you a seasoned financial professional seeking an employed opportunity with quality leads and existing clients provided? We offer a unique chance to join a highly respected IFA firm in the UK, continually improving their client proposition and featured in the industry press for their success.The business typically provides its employees with an excellent...
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Estate Planning Consultant
6 months ago
Newbury, United Kingdom KEPT Assets Ltd Full timeKept Assets are a rapidly expanding, profitable estate planning business based in Newbury Berkshire. Part of our expansion program involves recruiting and training a number of new consultants to cover areas throughout the UK. An understanding of the vagaries of life and the threats to a family's wealth are a distinct advantage. ...
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Independent Financial Adviser Administrator
3 days ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeWe are seeking a highly skilled and experienced Independent Financial Adviser Administrator to join our team at Heat Recruitment Ltd. As a key member of our operations team, you will play a critical role in supporting the delivery of exceptional client service.About the PositionThe estimated annual salary for this role is £28,000 - £38,000, based on...
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Financial Legacy Consultant
4 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeAre you a motivated and results-driven individual looking for a challenging career opportunity?We are Kept Assets Ltd, a dynamic estate planning business based in the UK.We are seeking a talented Estate Planning Consultant to join our team and help us achieve our goals.This self-employed, commission-based role offers the chance to work at your own pace and...
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Independent Financial Advisers Administrator
6 days ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full time**Job Description:**We are looking for an Administrator for Financial Services Firm to join our team at Heat Recruitment Ltd.The successful candidate will have previous experience within a financial planning practice and good communication skills.About the Role:Assist financial advisers with administrative tasksManage client information and maintain accurate...
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Senior Financial Consultant
2 days ago
Newbury, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a highly respected IFA firm that continually improves its client proposition, featuring in industry press for its success. Our unique opportunity allows you to join our team as a Home-Based Investment Advisor and service existing clients while building your portfolio through proactive activities.You will deliver...
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Financial Planning Coordinator
11 hours ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeJob OverviewWe are seeking an experienced Financial Planning Coordinator to join our team at Heat Recruitment Ltd. This is a fantastic opportunity for someone looking to progress their career in the financial sector.
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Senior Financial Consultant
4 days ago
Newbury, United Kingdom Premier Jobs UK Limited Full time**Company Overview**">Premier Jobs UK Limited is a respected Independent Financial Advisory firm that consistently excels in the industry. We are dedicated to providing our clients with exceptional service and support.
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Established Financial Consultant
2 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Limited Full time**Job Description:**We are looking for an experienced Financial Advisor to join our team at Premier Jobs UK Limited. As a home-based employee, you will have the opportunity to work independently while still being part of a supportive and collaborative team.Your primary responsibility will be to provide expert financial advice to clients, taking into account...
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Independent Living Expert
4 weeks ago
Newbury, West Berkshire, United Kingdom Frontier Consulting Full timeAbout the RoleAs an Adult Community Occupational Therapist at Frontier Consulting, you will have the opportunity to make a real difference in the lives of adults in our community.Key Responsibilities:Needs Assessment: Conduct thorough assessments to identify individuals' needs and develop tailored care plans.Equipment and Adaptations: Provide equipment,...
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Financial Planning Specialist
2 weeks ago
Newbury, West Berkshire, United Kingdom Focus Resourcing Group Careers Full timeThis Financial Planning Specialist role requires a newly Qualified Accountant to join our team at Focus Resourcing Group Careers. You will be responsible for supporting advisory projects across all Service Lines, working with businesses to provide high-quality advice. This is an exciting opportunity to work across the firm and gain experience in various...
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Senior Financial Planning Coordinator
6 days ago
Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full timeCompany OverviewAt Heat Recruitment Ltd, we believe that our success is down to our people and processes. Our team of administrators and paraplanners are the backbone of this approach, and we're looking for someone exceptional to join us.As an IFA Administrator, you will be a problem solver with excellent communication skills and attention to detail. You'll...
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Financial Planning Consultant
6 days ago
Newbury, United Kingdom Premier Jobs UK Full timeCompensation PackageWe offer a highly competitive salary ranging from £40,000 to £75,000, commensurate with experience and qualifications. Additionally, our advisors enjoy holiday pay, phone, laptop, and a bonus structure that enables outstanding on-target earnings.
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Senior Wealth Management Consultant
6 days ago
Newbury, West Berkshire, United Kingdom Premier Jobs UK Full timePremier Jobs UK seeks a skilled Financial Advisor to join their team as a Senior Wealth Management Consultant. This is an exciting opportunity to provide financial guidance and support to clients from the comfort of your own home. As a Senior Wealth Management Consultant, you will be responsible for delivering high-quality advice and services to clients,...
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Financial Planning Specialist
2 days ago
Newbury, United Kingdom Premier Jobs UK Limited Full timeCompany OverviewPremier Jobs UK Limited is a renowned firm in the financial industry, recognized for its exceptional client proposition and consistent success. Our team of experienced professionals strives to deliver top-notch services to our clients.
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Estate Planning Advisor
4 weeks ago
Newbury, West Berkshire, United Kingdom KEPT Assets Ltd Full timeAt Kept Assets Ltd, we are seeking a talented and ambitious Estate Planning Consultant to join our team.The successful candidate will have an in-depth understanding of the importance of having the right Will in place, as well as associated trusts, powers of attorney, and funeral plans.We are looking for someone with exceptional communication skills who can...
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Financial Planning Manager
1 month ago
Newbury, West Berkshire, United Kingdom Savant Recruitment Experts Full timeSavant Recruitment Experts – Newbury, West Berkshire">The role of Head of Commercial Finance and Business Partnering requires a qualified accountant to lead the support of internal business functions from a finance perspective. This position will sit with the senior management team, providing advice, guidance, and management information.">This newly...
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Financial Advisor
3 days ago
Newbury, United Kingdom CV-Library Full timeAre you an experienced Financial Advisor near Newbury / Andover / Basingstoke, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business...