Independent Financial Adviser

5 days ago


Mansfield Woodhouse, United Kingdom Park Hall Financial Services Ltd Full time

**Full Job Description**

Park Hall Financial Services Ltd have had a presence in the Mansfield area for over 40 years. It is a family owned business with a loyal and established client base. This is an excellent opportunity for an adviser that values great customer service and wants to be part of a friendly successful team.

**Requirements**:
Level 4 Diploma in Financial Planning.
- Take over and manage an existing client bank.
- Be capable of creating effective financial planning solutions, to meet clients’ goals, needs and objectives.
- An excellent communicator, written and verbal.

**Responsibilities**
- Taking over an existing client bank.
- Research and creation of financial recommendations
- Building and maintaining client relationships.
- Assessment of individual client circumstances.
- Creating financial solutions to meet client goals, needs and objectives.
- Managing the annual review process
- Creating and overseeing of suitability reports/letters.
- Effective management of administration.
- Processing new business submissions.

**Essential Criteria**
- A minimum of 3- 4 years experience as a Financial Advisor.
- Strong technical knowledge
- Qualified to level 4 diploma
- Excellent verbal and written communication skills
- Team player that can work on own initiative without the need for constant direction.

**Benefits**
- Salary will depend on background and experience.
- Progression opportunities within the company.
- Financial support for further study.

**Salary**: £50,000.00-£75,000.00 per year

**Benefits**:

- Company pension
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Mansfield Woodhouse, NG19 8AS: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Financial Advice: 3 years (required)

Work Location: Hybrid remote in Mansfield Woodhouse, NG19 8AS



  • Mansfield, United Kingdom Cowens Financial Planning Full time

    **Company description** Cowens Financial Planning & Employee Benefits are a friendly and close-knit team based in Mansfield, North Nottinghamshire. We have been looking after families and businesses for over 35 years and we pride ourselves on always putting the clients at the heart of everything we do. We are proud to have been recognised in the New Model...


  • Mansfield, United Kingdom Search Consultancy Full time

    Financial Planning Assistant Mansfield £20,000 - £28,000 + excellent benefits package, free parking, exam support Highly respected Independent Financial Adviser organisation in Mansfield are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office. Experience in a Financial Services environment is...


  • Annesley Woodhouse, Nottinghamshire, United Kingdom Leicestershire Police Full time

    Uncover assets and disrupt serious and organised crime.As aSOC Financial Investigatorfor EMSOU, you'll drive investigations into serious and organised crime. You'll recover assets and obtain confiscation orders through development of intelligence and gathering evidence to help prosecute money laundering offences.We have a full-time (37 hours) and part-time...


  • Mansfield, United Kingdom Search Consultancy Full time

    Trainee Financial Advisor - Paraplanners Nottinghamshire £30,000 - £45,000 (negotiable higher for excellent individuals) If there are any diploma level 4 qualified (or close to) paraplanners who are looking to secure a trainee IFA role with full support and training to become a full signed off IFA with their own client bank then please get in touch. My...


  • Mansfield, United Kingdom Vodafone Full time

    **Retail Adviser 20hrs per week - Mansfield**: Location: Mansfield **Salary**: £10,400 per annum + unlimited bonus structure Hours: 20 hrs per week Do you want the chance to build a career in retail? Our Vodafone Partner stores are independent franchises that provide you with the opportunity to develop and contribute to a growing local business. **What...

  • Support Worker

    1 week ago


    Mansfield Woodhouse, United Kingdom Cygnet Healthcare Full time

    We are looking for a confident Care & Support Worker with a passion for delivering outstanding care. You’ll be working 42 hours a week, making a positive difference to the lives of the people in our care at Cherry Tree House. Cherry Tree House is our new specialist residential service providing outcome focussed care for adults with learning disabilities,...


  • Mansfield, Nottinghamshire, United Kingdom Vodafone Full time

    Location: MansfieldSalary: £ 12.60 per hour + uncapped bonusHours: 30 hours per weekDo you want the chance to build a career in retail? Our Vodafone Partner stores are independent franchises that provide you with the opportunity to develop and contribute to a growing local business.Please note if your application is successful your personal details and...

  • Paraplanner

    2 weeks ago


    Mansfield, United Kingdom mbf. Full time

    **Paraplanner - Mansfield - Salary negotiable up to £38,000 plus company benefits** MBF. are currently working with a National firm of Independent Financial Advisers with offices across the UK who are looking to recruit an experienced Paraplanner in Mansfield. Highly recognisable as a leader in the Financial Planning & Employee Benefits market, this...

  • Support Worker

    2 weeks ago


    Mansfield Woodhouse, United Kingdom iBC Healthcare Full time

    Do you want a career making a real difference to vulnerable Adults with complex needs? Are you looking for an employer who invests in their staff’s development/ progression and guarantees to give you all the support to ensure you can do amazing daily? If so, then look no further. We have an excellent opportunity for a **Support Worker **to join our...


  • Mansfield Woodhouse, United Kingdom iBC Healthcare Full time

    Are you passionate about making a difference in the lives of individuals with complex needs? Do you have experience supporting those with challenging behaviours, attachment disorders, and autistic traits? If yes, then look no further We have an exceptional opportunity for you to become a part of our growing Supported Living Team in Mansfield and...