Employed Financial Adviser

2 days ago

Stockport, United Kingdom Lime People Search & Select Ltd Full time

Employed Financial Adviser

My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK.

Due to a recent company acquisition we are seeking an Employed Financial Adviser who will take over, manage and nurture an existing client bank. You will be responsible for managing a HNW book of over 100 clients and responsible for developing new businessfrom within the existing client bank (we are NOT seeking a new business hunter for this role).

Specific duties will include:

- Meet potential new clients to ascertain their current and future financial planning needs
- Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
- Introduce clients to the wider support team of the business
- Maintain the existing HNW client book and retain excisting clients
- Building and maintaining a strong network of professional connections
- Identify and make suggestions to the Investment propositions and make recommendations

You will have a Diploma in Regulated Financial Planning at the minimum with very strong knowledge of Pensions, Investments and Retirement Planning. It would be to your advantage if you are already Chartered level, or have a desire to become Chartered. Youwill be educated to at least A level standard, with good grades.

A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.

  • Financial Adviser

    6 days ago

    Stockport, United Kingdom CFP JOBS Full time

    **Financial Adviser - Stockport** **We also have vacancies in Leeds, Sheffield and Yorkshire** Our client is a national provider of Personal Wealth expertise, now seeking to build on their adviser numbers in various locations across the UK. Guaranteed leads and existing clients supplied. As one of the most exciting Financial Services companies in the UK,...

  • Junior Independent Financial Adviser

    3 hours ago

    Stockport, United Kingdom Truestar Talent Ltd Full time

    What does your ideal Independent Financial Adviser (IFA) position look like? - **Would you like an existing High Net Worth client bank that you could further grow and develop?**: - **Providing holistic Financial Planner, putting your clients first?**: - **Working whole of market as a Financial Adviser?**: - **Would you like to Work for an organisation who...

  • Customer Support Adviser

    2 weeks ago

    Stockport, United Kingdom I M A The Thriving Career Portal Ltd Full time

    **Customer Support Adviser - £22,000 - £24,000** **Permanent! Flexi Hrs between 8am and 6pm - 7.5 hours per day** **50/50 Hybrid after probationary period** **Hours between hours of 8am-6pm - 7.5 hours per day** An excellent opportunity to join a well-established and highly regarded **Financial Services/ Wealth Management** company who work with a...

  • Trainee Mortgage Adviser

    6 days ago

    Stockport, United Kingdom Edward Mellor Limited Full time

    Training, development and real career prospects, at Edward Mellor we believe these are key to achieving high standards of services both to our customers and to our business. We provide a range of training to all areas of our organisation including our Trainee Mortgage Adviser scheme. The Training Programme for Mortgage Advisers will provide you with an...

  • Financial Advisor

    2 weeks ago

    Stockport, United Kingdom Ferguson Dean Full time

    An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the...

  • Financial Advisor

    2 weeks ago

    Stockport, United Kingdom Ferguson Dean Full time

    An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the...

  • Financial Advisor

    4 days ago

    Stockport, United Kingdom Ferguson Dean Full time

    An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the...

  • Financial Advisor

    2 weeks ago

    Stockport, Stockport, United Kingdom Ferguson Dean Full time £40,000 - £60,000 per year

    An opportunity has arisen for a Financial Planner to join a practice in Stockport. The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region. You will also provide a support role with a view to taking over the...

  • Financial Advisor

    1 week ago

    Stockport, United Kingdom Ferguson Dean Full time

    Financial Planner – Stockport, Cheshire We are seeking a Financial Planner to join our practice in Stockport. The ideal candidate is at the start of their advice career and will work with a Senior Adviser to take over a portfolio of high‑net‑worth clients in the Cheshire region. The role includes a supportive position with a view to taking over the...

  • Graduate Trainee Mortgage Adviser

    6 days ago

    Stockport, United Kingdom Edward Mellor Limited Full time

    Training, development and real career prospects, at Edward Mellor we believe these are key to achieving high standards of services both to our customers and to our business. We provide a range of training to all areas of our organisation including our Graduate Trainee Mortgage Adviser scheme. The Graduate Programme for Mortgage Advisers will provide you...