Financial Advisor

Book of clients given - Employed role - Junior or newly qualified advisor Fram are working with a Halifax based IFA, who are seeking a Junior financial advisor to join their team. This role is to take over existing clients from some of the more senior advisors in order for them to develop new business. Our client is happy to talk to a or new qualified...

This employed Financial Advisor job in West Yorkshire provides you with a quality client bank for you to takeover servicing The current Financial Advisor is looking to retire, therefore wants to undertake a handover period with you to ensure clients have continuity of service. It is a quality client bank with elements of untapped potential for you to...

OverviewFinancial Advisor | Location: West Yorkshire | Contract: Permanent | Rate: £45,000 – £90,000 per annum + bonuses | Start Date: FlexibleResponsibilitiesHybrid WorkingInherit and service a high-quality client bank (circa 150 households).Deliver holistic financial planning including investments, pensions, protection, and cashflow modelling.Conduct...

Financial Planner / Wealth Manager Location: West Yorkshire Contract: Permanent Start Date: Flexible Hybrid Working Contact: greg.waite@servicecare.org.uk Service Care Solutions are partnering with a highly reputable wealth management firm to recruit an experienced Financial Planner / Wealth Manager to take over an established, high-quality client bank from...

A financial advisory firm based in West Yorkshire is seeking a Financial Advisor to service a high-quality client bank and deliver comprehensive financial planning. The role involves conducting client meetings, providing timely documentation, and ensuring compliance with regulatory standards. This permanent position offers a competitive salary between...

This remote based Financial Advisor job is a perfect opportunity for a Financial Advisor seeking management potential. You will be delivering advice directly to clients on investments, pensions and protection thorough video conferencing, telephone and face to face to clients across the UK to accommodate a new way of providing financial advice. Working...

**Are you a Talent Acquisition Advisor with excellent relationship building experience?** **Are you delivery and customer focused, capable of managing and prioritising workloads with multiple vacancies, delivering across a variety of volume and non-volume roles?** **Are you skilled in direct sourcing?** As a Talent Acquisition Advisor at Cabot, you’ll...

IFA/ Financial Planner Region: West Yorkshire £60,000-£100,000 base dependent on experience Would you like to work for an award winning directly Authorised business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing success an opportunity has arisen in a well-established national...

Job description A highly regarded Financial Planning practice are looking to add to their Financial Advice team. Due to exciting growth plans they are looking for an Financial Advisor to join the office in West Sussex.The role incorporates providing whole of the market personal financial advice to new and existing clients via video channels and some in...

Join to apply for the Housing Services Manager role at German Villarreal, Financial Advisor Shropshire – Sellick Partnership is supporting the temporary recruitment of a Housing Manager. You will oversee tenancy services, allocations, income management, customer engagement and ensure compliance with legislation while delivering outstanding service to our...