INDEPENDENT FINANCIAL ADVISER
4 days ago
INDEPENDENT FINANCIAL ADVISER - KINGSBRIDGE We have a fantastic opportunity for an Independent Financial Adviser to join our client’s firm based in Kingsbridge. This organisation is recognised as one of the UK’s largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement planning, wealth management, protection, and investment management, and oversees annual mortgage lending of approximately £2.5 billion. This position presents an exceptional opportunity to join a growing and ambitious organisation that provides clear pathways for professional advancement. Key Responsibilities Demonstrating a strong entrepreneurial approach and proactively developing and expanding a client portfolio with organisational support, ensuring client records are maintained accurately to allow for appropriate and compliant recommendations. Providing ongoing financial advice in accordance with all regulatory requirements. Conducting thorough research and analysis to identify suitable financial solutions aligned with clients’ needs. Gathering, evaluating, and documenting all necessary information to deliver advice in accordance with organisational standards. Generating new business opportunities through referrals and professional networks. Collaborating effectively with colleagues to uphold the organisation’s values, standards, and culture. Engaging fully with the development support provided to enhance professional knowledge and capability. Benefiting from flexible employment structures designed to accommodate individual professional and personal circumstances. Skills & Attributes Commitment to undertaking advanced professional qualifications and progressing towards Chartered status. Strong presentation and communication skills. Comprehensive understanding of financial markets and products. Ability to assess and interpret the needs and objectives of clients. Capacity to cultivate strategic relationships within the industry. Proactive mindset with demonstrable initiative. Benefits Company pension scheme Death in service benefit 25 days’ annual leave Flexible benefits package Additional day of leave on birthdays Option to purchase additional annual leave Enhanced family-friendly policies Cycle-to-work scheme #J-18808-Ljbffr
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Financial Adviser
3 days ago
Ossett, West Yorkshire, United Kingdom Quilter Financial Planning Full timeOne of our Strategic Partner firms at Quilter Financial Planning who are a multi adviser business focused on delivering holistic financial planning are currently looking for experienced advisers to join their team. Based in Ossett, their advisers are highly qualified and operate to strict ethical guidelines. Requirements: Employed experienced adviser to...
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Independent Financial Adviser
4 days ago
Greater Cheshire West and Chester Area, United Kingdom Recruit UK Full time £70,000 - £100,000 per yearJob Title:Independent Financial AdviserLocation:Cheshire, SK9Salary:£70,000 – £100,000 Basic + BonusReference Number:9951About the Role:RecruitUK is seeking an experienced and dedicatedFinancial Adviserto join a well-established firm. This role will primarily focus onclient servicing and relationship management, overseeing an establishedclient bank. You...
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Independent Financial Adviser
1 day ago
West Yorkshire, United Kingdom IDEX Consulting Full timeJob description My client are a directly authorised wealth management firm supporting over 20 self-employed advisers nationwide. With a head office in Wakefield offering full paraplanning, compliance and administrative support, advisers can focus on providing a high quality service to their existing clients, whilst also looking to increase their client...
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Financial Adviser
1 day ago
South West, United Kingdom TC Group Full time**Independent Financial Adviser - Bristol** We have an opportunity for an Independent Financial Adviser to join us in the Bristol area. Working with the financial planning team, you will work closely with the Bristol offices providing holistic financial advice on a range of financial planning including investment planning, company investments, Inheritance...
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Financial Adviser
2 weeks ago
West Midlands, United Kingdom Truestar Talent Ltd Full timeAre you in a bancassurance role, frustrated with not fully utilising your knowledge or skills by providing limited advise. Would you prefer to be independent, and be able to provide a service to your clients that covers all their financial needs. The transition can be easier than you may think.
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Independent Financial Adviser
2 weeks ago
West Midlands, United Kingdom IDEX Consulting Full timeJob description About the role We're expanding rapidly in a dynamic and evolving wealth management environment, backed by strong private equity support and driven by a strategy focused on growth through acquisition and innovation. This is an exciting time to join a business that combines the energy of a start-up with the stability of a well-capitalised...
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Independent Financial Adviser
2 weeks ago
West Midlands, United Kingdom IDEX Consulting Full timeAbout the role We're expanding rapidly in a dynamic and evolving wealth management environment, backed by strong private equity support and driven by a strategy focused on growth through acquisition and innovation. This is an exciting time to join a business that combines the energy of a start‑up with the stability of a well‑capitalised group. As an...
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New Business Financial Advisor
1 day ago
West Alvington, United Kingdom IDEX Consulting Full timeThe Opportunity Are you a Financial Adviser with experience in generating new business, seeking increased earning potential? This is a superb chance to join a well-established, reputable practice where you will benefit from: A steady stream of loyal, existing clients inherited through a gradual transition Full administrative and paraplanning support so you...
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Desk-Based Financial Adviser
3 days ago
West of England, United Kingdom Fram Search Full timeDesk-Based Financial Adviser – Summary Fram is working with an independent wealth management firm that is looking to engage an experienced Financial Adviser to support its growing desk-based advice function. The firm is known for its professional standards and its focus on delivering clear, high-quality financial planning. The role involves providing...
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West Yorkshire, United Kingdom Aston Charles Ltd Full time**As a result of a Director relocating abroad, a rare board-level position has arisen with one of Yorkshire’s most prominent Independent Financial Advisory firms.** Our client, employing approximately 30 staff, has a turnover of circa £2.5M comprising predominantly renewable income. The firm has been trading very successfully for circa 50 years and is...
