Financial Adviser
2 weeks ago
Purpose
An opportunity has arisen for an employed adviser in our Southport office due to gaining a bank of 130 clients and the upcoming retirement of 2 advisers.
This is a Restricted advice firm with a long history within the North West area of England, with currently 5 advisers.
Paraplanninig and administration support will be given.
Responsibilities
- Develop and maintain strong relationships with private clients, average AUA £200-250k and providing tailored financial advice that aligns with clients' financial goals, values, and objectives
- Ensure all recommendations comply with regulatory requirements and maintain thorough records of client interactions and advice provided
- Conduct detailed financial planning assessments, identifying clients' needs and offering solutions such as investments, pensions, protection and estate planning.
- Regularly review and adjust clients' portfolios based on their changing needs, financial goals, and market conditions.
Knowledge
- Experience in pensions, investments, trusts, tax and IHT planning
Qualifications
- Hold minimum Level 4 Diploma
- Held CAS for a minimum of 5 years
- Additional qualifications an advantage e.g. Long Term Care
Skills/Other relevant information
- Strong Microsoft office skills – Word, Excel
- Excellent interpersonal and verbal/written communication skills
-
Independent financial Adviser
6 hours ago
Southport, Sefton, United Kingdom Recruit UK Full time £40,000 - £65,000 per yearRole:Independent Financial AdviserLocation:Southport (Hybrid working)Salary:Up to £65,000 + Commission schemeReference Number:9929Recruit UK is representing a highly reputable wealth management firm in Southport who are seeking an ambitiousFinancial Adviserto join their growing team. This is an excellent opportunity to inherit an established client bank...
-
Trainee Client Adviser x 2 Posts
6 days ago
Southport, Sefton, United Kingdom SEFTON COUNCIL Full time £28,598 - £32,061 per yearEmployer: Sefton Metropolitan Borough CouncilSalary: Grade F SCP 12-19, £28,598 - £32,061 per annumLocation: OfficeContract: ContractWorking Pattern: Full TimeHours: 36 hours per week. Fixed Term Until 31/03/2026 (with potential for extension).DBS Check: NoClosing Date: 26/11/2025 at 23:59Reference: REA/25/326157Sefton MBC – Economic Growth and...
-
Careers Adviser
2 weeks ago
Southport, Sefton, United Kingdom Progress Careers Full time £30,000 - £40,000 per yearJoin us as a Careers Advisor : Empower Futures The role can be offered for employed of self-employed – currently we need someone 2/3 days per week.We can also accept a trainee willing to work towards a L6 qualificationBased in Durham An exciting opportunity has arisen to the join expanding Progress Careers Team a Careers Advisor. The ideal candidate...
-
Pharmacist
5 days ago
Southport, Sefton, United Kingdom Aspire Pharmacy Full time £55,000 - £65,000 per yearJob Title: PharmacistWe are a online pharmacy and are looking for a motivated, accurate and enthusiastic pharmacist to join the team.You will be trained on our processes and procedures. Care home experience would be beneficial but not essential.Pharmacist Job Duties will include but not limited to;Dispensing cannabis prescriptionsConducting private...
-
Support Worker
1 week ago
Southport, Sefton, United Kingdom AUTISM INITIATIVES (UK) Full time £25,467 per yearSupport Worker (Driver - Automatic), Southport 39 Hours £25,467.86 per annum based on a 39-hour working week Looking for a career where you can really make a difference? Then we want you to be a part of our team We are seeking a friendly Support Worker to join our Supported Living in Eccleston. Where you will be committed to supporting autistic people to...
-
Solicitor or Equivalent
1 week ago
Southport, Sefton, United Kingdom Fletchers Solicitors Full time £60,000 - £80,000 per yearSolicitor Grade B(or Equivalent)Location: Southport HybridHybrid working available with the flexibility to work from home and collaborate in-office when needed. We believe we offer our colleagues the best hybrid and flexible working practices, balancing working from home with time collaborating and socialising with colleagues in our modern offices.Join Our...
-
Solicitor or Equivalent
2 weeks ago
Southport, Sefton, United Kingdom Fletchers Group Full time £40,000 - £80,000 per yearSolicitor or Equivalent (Clinical Negligence Grade C)Location: Southport HybridHybrid working available– with the flexibility to work from home and collaborate in-office when needed. We believe we offer our colleagues the best hybrid and flexible working practices, balancing working from home with time collaborating and socialising with colleagues in our...
-
Solicitor or Equivalent
2 days ago
Southport, Sefton, United Kingdom Fletchers Solicitors Full time £40,000 - £60,000 per yearSolicitor or Equivalent (Clinical Negligence Grade C)Location: Southport HybridHybrid working available with the flexibility to work from home and collaborate in-office when needed. We believe we offer our colleagues the best hybrid and flexible working practices, balancing working from home with time collaborating and socialising with colleagues in our...
-
Financial Planning Support Specialist
1 week ago
Southport PR DT, United Kingdom Fore Financial Planning Full time £24,000 - £26,000 per yearFinancial Planning Support SpecialistLocation: Southport, MerseysideSalary: £24,000 – £26,000 (depending on experience)Type: Full-time | Office-based | PermanentAbout Fore Financial PlanningFore Financial Planning is a growing financial advisory firm providing tailored retirement planning and investment advice to individuals and families across the UK....
-
Employed Financial Planner
2 weeks ago
Southport, United Kingdom Ortus Psr Full time**Employed Financial Planner** **Location: Southport** **Salary: £30,000 + OTE** In collaboration with a well established, impressive Independent Financial Advisory practice, I am looking to speak with Financial Planners looking for a new challenge within a friendly and professional outfit. The firm in question are looking to add an Independent...
-
Employed Financial Planner
2 weeks ago
Southport, United Kingdom Ortus PSR Full timeThis is an excellent opportunity at a bespoke financial planning firm, based in the heart of Southport. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The opportunity here is for a Financial Adviser, with a professional and level-headed approach to...
-
Employed Financial Planner
2 weeks ago
Southport, United Kingdom Ortus PSR Full timeThis is an excellent opportunity at a bespoke financial planning firm, based in the heart of Southport. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The opportunity here is for a Financial Adviser, with a professional and level-headed approach to...
-
Employed Financial Planner
2 days ago
Southport, United Kingdom Ortus PSR Full time**Employed Financial Planner** **Location: Southport** **Salary: £27,000 - £35,000 + OTE** This is an excellent opportunity at a bespoke financial planning firm, based in the heart of Southport. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. **The Opportunity** The...
-
Trainee Financial Planner
2 weeks ago
Southport, United Kingdom Ortus Psr Full time**Trainee Financial Planner** **Location: Southport** **Salary: £30,000 +** **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product and tax wrapper - Write suitability letter reports for investment, pension, protection and inheritance tax cases - Respond to technical client queries relating to trusts defined...
-
Financial Administrator
7 days ago
Southport PR DT, United Kingdom Fore Partner Support Services Ltd Full time £24,000 - £26,000 per yearFinancial AdministratorLocation: Southport, MerseysideSalary: £24,000 – £26,000 (depending on experience)Type: Full-time | Office-based | PermanentAbout Fore Partner Support ServicesFore Partner Support Services provides tailored administrative, client servicing, and paraplanning support exclusively to SJP Partners and Advisers across the UK. Our focus...
-
Ifa Administrator
6 days ago
Southport, United Kingdom Ortus PSR Full timeWe are an award-winning Chartered independent financial planning practice in Southport. We pride ourselves on providing excellent client service through long term financial planning and our people are key to our continued success. **Role Function** This is an opportunity to be part of our technical administration team where you will have exposure to all...
-
Paraplanner
2 weeks ago
Southport, United Kingdom Finlink Ltd Full timeParaplanner Southport Hybrid working Up to £45k 9 Day working fortnight This role is ideal for a Paraplanner with 2+ Years experience seeking a professional, supportive environment with the flexibility to balance office and home working. You’ll be joining a respected advisory business that values accuracy, teamwork, and progression - making it an...
-
Southport, United Kingdom KBA FS Ltd Full time**Job description** **Customer Consultant Role** We have an exciting opportunity within our Southport agency for a self-motivated Customer Consultant who is a team player and will be passionate about delivering excellent service to our customers. If you like people and enjoy delivering a high-quality customer experience, you’ll enjoy working within our...