Financial Advisor
3 weeks ago
Overview:
We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
Responsibilities:
- Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
- Provide tailored financial advice and recommend suitable investment strategies, products, and services.
- Manage and nurture client relationships to ensure satisfaction and retention.
- Develop a deep understanding of financial markets, products, and industry trends to stay informed and offer informed advice.
- Utilize a combination of warm leads, cold leads, and Self-Generated Market Fund (SMF) leads to maximize client acquisition.
- Effectively communicate complex financial concepts to clients in a clear and understandable manner.
- Collaborate with the team to achieve overall business objectives and contribute to a positive working environment.
- Keep abreast of industry regulations and compliance standards.
Qualifications:
- Proven experience as a Financial Advisor in the UK financial market.
- Relevant financial qualifications (e.g., CISI, CII, or equivalent).
- Strong understanding of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills.
- Self-motivated and target-driven.
- Existing client portfolio or ability to build and maintain one.
Remuneration:
- £50,000 basic salary.
- 25% fee split on warm leads.
- 35% fee split on cold leads.
- 10% fee split on Self-Generated Market Fund (SMF) leads.
- OTE of £100,000 and above.
Additional Information:
- Bank of clients will be provided.
- Opportunities for enhanced commission splits on Self-Generated Market Fund (SMF) leads when bringing in own clients.
- If you are a dedicated and experienced Financial Advisor looking for an exciting opportunity to grow your career, please submit your application with a detailed resume and cover letter. We look forward to welcoming the newest member to our dynamic team.
-
Financial Advisor
17 hours ago
St Albans, United Kingdom Hoxton Capital Full timeOverview: We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of our financial services division. Responsibilities: Conduct...
-
Financial Advisor
1 week ago
St Albans, United Kingdom Hoxton Capital Full timeOverview:We are currently seeking a skilled and motivated FinancialAdvisor to join our team in the United Kingdom. The successfulcandidate will be responsible for providing expert financial adviceto clients managing and growing their portfolios and contributingto the overall success of our financial servicesdivision. Responsibilities: Conduct comprehensive...
-
Financial Advisor
1 month ago
St Albans, United Kingdom FinLink Full timeFinancial Advisor Up to £60,000 Hybrid working This role is suited to those who have at least 2 Years’ experience in providing regulated financial advice. As an existing adviser, you’ll be at least Level 4 Diploma qualified. You’ll be experienced in both winning new clients, as well as maintaining existing long-term client relationships. If you are...
-
Financial Advisor
1 month ago
St Albans, United Kingdom FinLink Full timeFinancial AdvisorUp to £60,000Hybrid workingThis role is suited to those who have at least 2 Years’ experience in providing regulated financial advice. As an existing adviser, you’ll be at least Level 4 Diploma qualified. You’ll be experienced in both winning new clients, as well as maintaining existing long-term client relationships. If you are...
-
Financial Advisor
2 days ago
St Albans, United Kingdom Finlink Ltd Full timeFinancial Advisor Up to £60,000 Hybrid working This role is suited to those who have at least 2 Years’ experience in providing regulated financial advice. As an existing adviser, you’ll be at least Level 4 Diploma qualified. You’ll be experienced in both winning new clients, as well as maintaining existing long-term client relationships. If you are...
-
Financial Advisor
2 days ago
St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout OurClient: Our client a borderlessand independent financial advisory consultancy is dedicated tosecuring their clients financial futures. Founded by UKqualifiedfinancial advisers they offer a fresh and dynamic approach thatsets them apart in the offshore marketplace. Why Choose OurClient: Our client is committedto providing the key competencies for...
-
Financial Advisor
2 months ago
St Albans, United Kingdom Click and Connect Online Limited Full timeFinancial AdvisorAbout Our Client: Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace.Why Choose Our Client: Our client is committed to providing...
-
Financial Advisor
2 months ago
St Albans, United Kingdom Click and Connect Online Limited Full timeAbout Our Client: Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace.Why Choose Our Client: Our client is committed to providing the key...
-
Financial Advisor
17 hours ago
St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout Our Client: Our client a borderless and independent financial advisory consultancy is dedicated to securing their clients financial futures. Founded by UKqualified financial advisers they offer a fresh and dynamic approach that sets them apart in the offshore marketplace. Why Choose Our Client: Our client is committed to providing the key competencies...
-
Financial Advisor
10 hours ago
St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout Our Client: Our client a borderless and independent financial advisory consultancy is dedicated to securing their clients financial futures. Founded by UKqualified financial advisers they offer a fresh and dynamic approach that sets them apart in the offshore marketplace. Why Choose Our Client: Our client is committed to providing the key competencies...
-
Financial Advisor
3 months ago
St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout Our Client:Our client, a borderless and independent financial advisory consultancy, is dedicated to securing their clients' financial futures. Founded by UK-qualified financial advisers, they offer a fresh and dynamic approach that sets them apart in the offshore marketplace.Why Choose Our Client:Our client is committed to providing the key...
-
Financial Advisor
3 months ago
St. Neots, United Kingdom Allstaff Recruitment Full time**Allstaff Recruitment** are currently seeking a **Financial Advisor** based in **St Neots** for a reputable professional organisation. - **Summary of the**_ **Financial Advisor** _**role **_ **Salary**: Dependent on experience **Location**: St Neots **Type of Contract**: Permanent, Full-time. **Hours**: Full time, 37.5 hours a week - **The role **_ As the...
-
Financial Services Professional
5 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Capital Full timeJob DescriptionJob Title: Financial AdvisorCompany: Hoxton CapitalLocation: United KingdomJob SummaryWe are seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the...
-
Financial Services Professional
4 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Capital Full timeJob DescriptionJob Title: Financial AdvisorCompany: Hoxton CapitalLocation: United KingdomJob SummaryWe are seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the...
-
Financial Services Professional
1 day ago
St Albans, Hertfordshire, United Kingdom Hoxton Capital Full timeJob DescriptionJob Title: Financial AdvisorCompany: Hoxton CapitalLocation: United KingdomJob SummaryWe are seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the...
-
Financial Services Professional
1 day ago
St Albans, Hertfordshire, United Kingdom Hoxton Capital Full timeJob DescriptionJob Title: Financial AdvisorCompany: Hoxton CapitalLocation: United KingdomJob SummaryWe are seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the...
-
Financial Services Professional
2 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Capital Full timeJob DescriptionOverview:Hoxton Capital is seeking a skilled and motivated Financial Advisor to join our team in the UK. The successful candidate will be responsible for providing expert financial advice to clients managing and growing their portfolios and contributing to the overall success of our financial services division.Key Responsibilities:Conduct...
-
Financial Advisor
1 week ago
Ottery St Mary, United Kingdom Cathedral Appointments | South West Recruitment Full timeSalary up to £65K + OTE | Hybrid / Flexible Working | Exeter OutskirtsIncrease your chances of reaching the interview stage by reading the complete job description and applying promptly.Our client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Financial Advisor to...
-
Financial Advisor
1 week ago
Ottery St Mary, United Kingdom Cathedral Appointments | South West Recruitment Full timeSalary up to £65K + OTE | Hybrid / Flexible Working | Exeter OutskirtsOur client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Financial Advisor to join their team on a full-time permanent basis. As a Financial Advisor, you will be to deliver the firm’s client...
-
Financial Advisor
1 week ago
Ottery St Mary, United Kingdom Cathedral Appointments | South West Recruitment Full timeSalary up to £65K + OTE | Hybrid / Flexible Working | Exeter OutskirtsOur client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Financial Advisor to join their team on a full-time permanent basis. As a Financial Advisor, you will be to deliver the firm’s client...