Independent Financial Adviser – Grow Your Client Portfolio
1 week ago
A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions. The role requires a commitment to obtaining Chartered status and the capacity to proactively develop client relationships. The successful candidate will join a dynamic team offering comprehensive benefits, including a pension scheme, flexible leave options, and a cycle-to-work scheme. If you have strong communication skills and a solid understanding of financial markets, this opportunity is ideal for you.
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Independent Financial Adviser
1 week ago
Bath, United Kingdom MB Fitzgerald Full timeMbf are working with a fully independent and highly successful financial planning practice who are seeking to recruit an additional Independent Financial Adviser. The business provides holistic financial advice to HNW & UHNW clients across the UK, they only work with clients with upwards of £450K AUM. The company has grown considerably over the past 5 years...
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Independent Financial Adviser
6 days ago
Bath, United Kingdom mbf. Full timeMbf are working with a fully independent and highly successful financial planning practice who are seeking to recruit an additional Independent Financial Adviser. The business provides holistic financial advice to HNW & UHNW clients across the UK, they onlywork with clients with upwards of £450K AUM. The company has grown considerably over the past 5 years...
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Client Services Executive
4 days ago
Bath, United Kingdom Novia Financial Full time**About us** We’re Novia. An award-winning financial technology company based in the heart of beautiful Bath. Providing Financial Advisers with all the technology, trading capabilities and services they need - we help them deliver great outcomes for their clients. Oursis a fast paced, energetic environment where no two days are the same. And as we enter a...
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Client Services Admin
4 days ago
Bath, United Kingdom Novia Financial Full time**About us** We’re Novia. An award-winning financial technology company based in the heart of beautiful Bath. Providing Financial Advisers with all the technology, trading capabilities and services they need - we help them deliver great outcomes for their clients. Oursis a fast paced, energetic environment where no two days are the same. And as we enter a...
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Paraplanner
3 weeks ago
Bath, United Kingdom Chase De Vere Independent Financial Advisers Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Protection Adviser
4 days ago
Bath, Bath and North East Somerset, United Kingdom Lansdown Financial Services Full timeLansdown Financial Services are expanding and looking for an experienced Protection Adviser to join our team.At Lansdown, our clients are at the heart of everything we do. We pride ourselves on delivering outstanding service, and we're looking for someone who shares that commitment to excellence. We have an abundance of leads that need advice and we are...
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Paraplanner
2 weeks ago
bath, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Paraplanner
3 weeks ago
Bath, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Paraplanner
6 days ago
Bath, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeJob DescriptionResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a...
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Paraplanner
4 days ago
Bath, United Kingdom CHASE DE VERE INDEPENDENT FINANCIAL ADVISERS LIMITED Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients.Take the next step in your career now, scroll down to read the full role description and make your application.Supported by our...