Independent Financial Advisor

4 days ago


Birmingham, United Kingdom Ferguson Dean Full time

A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio.
The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands.
As such they require an Adviser to take over a portfolio of c. £25m AUM.
All clients and technical support would be provided.
Package You will receive competitive salary (£35k to £50k ) benefits, bonus, technical/paraplanning support and flexible working arrangements The company A Chartered Financial Planning firm, working with HNW and UHNW clients The Role Providing financial planning advice to clients Management of a portfolio of c£25m AUM Meeting with professional introducers to discuss requirements Use of Voyant Taking clients through a lifestyle financial planning journey, advising appropriately as required Maintaining up to date and compliant client files in conjunction with the technical team.
Keeping up to date CPD The candidate Diploma Level 4 as a minimum, ideally working towards Chartered Ability to manage and maximise portfolios, in line with TCF and FCA requirements Knowledge of general planning and also ideally VCT, EIS and IHT matter Use of Cash Flow modelling and lifestyle planning as required Next steps Apply with a CV to below email for confidential discussion and review of opportunity and process


  • Financial Advisor

    4 months ago


    Birmingham, United Kingdom Independent Resourcing Consultancy Ltd Full time

    My client is currently seeking a skilled and motivated Financial Advisor to join their team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of the financial services division. Responsibilities: - Conduct...


  • Birmingham, United Kingdom Chase de Vere Full time

    INDEPENDENT FINANCIAL ADVISERThis role will be based around the Birmingham area2025 startKnowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them.Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved...


  • Birmingham, United Kingdom Chase de Vere Full time

    INDEPENDENT FINANCIAL ADVISERThis role will be based around the Birmingham area2025 startKnowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them.Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved...


  • Birmingham, United Kingdom Chase de Vere Full time

    Job Description INDEPENDENT FINANCIAL ADVISER This role will be based around the Birmingham area 2025 start Knowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them. Alongside the Level 4 Diploma in Regulated Financial Planning, many of...


  • Birmingham, Birmingham, United Kingdom Advisor Group Full time

    Company Overview:We are a leading member of Advisor Group, a prominent player in the insurance industry.About the Role:This is an exciting opportunity for a highly motivated and experienced Sr. Advisor Consultant to join our team within Highland Capital Brokerage.Job Summary:We are seeking a skilled professional with extensive knowledge of life, LTC, DI, and...


  • Birmingham, Birmingham, United Kingdom Advisor Group Full time

    Life Insurance Sales OpportunityAdvisor GroupSales Vice PresidentJob Summary: We are seeking a Sales Vice President to join our team at Advisor Group. The ideal candidate will have a strong background in life insurance sales and a proven track record of success in building and maintaining relationships with clients.Key Responsibilities:Implement sales...

  • Financial Advisor

    3 weeks ago


    Birmingham, United Kingdom CV-Library Full time

    Are you an experienced Financial Advisor in Birmingham, 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 typically is able to...


  • Birmingham, UK, West Midlands, United Kingdom Chase de Vere Full time

    INDEPENDENT FINANCIAL ADVISERThis role will be based around the Birmingham area2025 startKnowledgeable, trustworthy and proactive. Chase de Vere Financial Advisers listen, advise and work solidly to help our clients plan a financial future that is right for them.Alongside the Level 4 Diploma in Regulated Financial Planning, many of our Advisers have achieved...


  • Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Description Job Title: Financial Adviser Industry: Wealth Management Location: Birmingham Salary: up to £60,000 (salaries negotiable dependent on experience and skill-set) Job reference: 9364 Job Description: Are you an experienced financial adviser ready to take the next step in your career? Recruit UK are seeking a qualified Financial Adviser to...


  • Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Wealth ManagementLocation: BirminghamSalary: up to £60,000 (salaries negotiable dependent on experience and skill-set)Job reference: 9364Job Description:Are you an experienced financial adviser ready to take the next step in your career? Recruit UK are seeking a qualified Financial Adviser to join our successful and...


  • Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Wealth ManagementLocation: BirminghamSalary: up to £60,000 (salaries negotiable dependent on experience and skill-set)Job reference: 9364Job Description:Are you an experienced financial adviser ready to take the next step in your career? Recruit UK are seeking a qualified Financial Adviser to join our successful and...


  • Birmingham, UK, West Midlands, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Wealth ManagementLocation: BirminghamSalary: up to £60,000 (salaries negotiable dependent on experience and skill-set)Job reference: 9364Job Description:Are you an experienced financial adviser ready to take the next step in your career? Recruit UK are seeking a qualified Financial Adviser to join our successful and...


  • Birmingham, Birmingham, United Kingdom Advisor Group Full time

    About UsAdvisor Group is a leading financial services organization dedicated to helping individuals achieve their financial goals.Job SummaryWe are seeking an experienced Insurance Sales Consultant to join our team. As a key member of our sales team, you will be responsible for prospecting advisors within the insurance industry to bring insurance planning to...

  • Financial Advisor

    4 weeks ago


    Birmingham, Birmingham, United Kingdom Okailgroup Full time

    The investment advisor role at Okailgroup is a chance to develop a comprehensive range of experience and training in the financial services sector.In this position, you will provide support and assistance to the team while adapting to changing responsibilities and using them to enhance your professional growth.Key Areas of Responsibility:Develop a proactive...


  • Birmingham, Birmingham, United Kingdom Quilter Financial Planning Full time

    **Job Description:**We are looking for a skilled Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will work closely with clients to understand their financial needs and provide tailored advice to help them achieve their goals.The successful candidate will have a strong understanding of investment and pension...


  • Birmingham, United Kingdom PeoplePlus Full time

    The Role Our Independent Living Advisors provide high quality information, advice and support to both referring Health & Social Care professionals and vulnerable eligible customers who are considering participating in Self Directed Support Schemes, Independent Living Schemes, Personal Health...


  • Birmingham, United Kingdom Ferguson Dean Full time

    Job Description A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical...


  • Birmingham, United Kingdom Ferguson Dean Full time

    A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...


  • Birmingham, United Kingdom Ferguson Dean Full time

    A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...


  • Birmingham, United Kingdom Ferguson Dean Full time

    A Chartered Financial Planning firm are looking to bring on board an Adviser to work with an existing client portfolio. The firm are a national practice and have recently completed the purchase of a prestigious firm in the West Midlands. As such they require an Adviser to take over a portfolio of c. £25m AUM. All clients and technical support would be...