Employed Financial Adviser

1 month ago


Swindon, United Kingdom Quilter Financial Planning Full time

We are a dynamic, professional financial planning practice seeking motivated and career-oriented financial advisers who want to expand on their previous training, develop their earning potential in a holistic financial planning role.

We embrace technology and offer complete back-office support, including paraplanning and compliance, allowing you to manage your workload and provide an inclusive, holistic planning service.

We have created an environment where the team‘s attitude is always a “can-do”. We are constantly striving to support our advisers and clients with better solutions and positive outcomes.

Requirements

Responsibilities:

To provide comprehensive financial advice to a portfolio of clients across investments, pensions and protection

Setting up meetings, conducting in-depth reviews of clients’ financial circumstances.

Completing risk analysis, research, designing financial strategies, finding solutions that meet the client needs, assisting clients in making informed decisions.

Keeping up to date with legislation and meeting the regulatory aspects of the role.

Undertake client acquisition by promoting client referral, networking with other professionals and broader new business activities.

Comply with regulatory aspects of the role and company compliance standards and endeavour to promote the interests and reputation of the company and work in its best interests


Essential Criteria:

Level 4 Diploma Qualified CII /LIBF equivalent

CAS Achieved / Hold annual SPS (Statement of Professional Standing)

Full Driving Licence

Experience working within a financial services background

Ability to build upon existing strong client relationships.

Skills in acquiring and bringing on new clients

Benefits

  • Full Administration Service
  • Full Paraplanning Support
  • Pension
  • Holidays - 31 days rising to 33 days over 2 years
  • Expenses


  • Swindon, United Kingdom Jigsaw Recruitment Full time

    **Financial Sales Adviser - Covering Swindon Wiltshire : £25,000 to £45,000: Company Car, Laptop, Mobile and excellent benefits package** Jigsaw Recruitment are recruiting self motivated and target individuals to join our clients growing sales team, this position would be covering Swindion **Sales Adviser Role**: Reporting to the area manager you will be...


  • Swindon, Swindon, United Kingdom Quilter Financial Planning Full time

    Join our dynamic financial planning practice as a Financial Adviser and expand your career with our comprehensive training and support. You will be working closely with a team of experienced professionals to provide first-class financial advice to a diverse range of clients.Key Responsibilities:Deliver tailored financial advice to clients on investments,...

  • Financial Advisor

    1 month ago


    Swindon, United Kingdom CV-Library Full time

    Are you an experienced Financial Advisor near Swindon, seeking an employed job, based from home with quality leads and existing clients provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. The business typically is able to...


  • Swindon, Swindon, United Kingdom Evri Couriers Full time

    About the OpportunityWe are seeking experienced and motivated individuals to join our network of self-employed couriers. As an independent contractor, you will have the freedom to choose your own schedule and work at your own pace, making it an ideal opportunity for those seeking flexibility and autonomy.Compensation DetailsOur self-employed couriers can...


  • Swindon, United Kingdom Openwork Full time

    **The opportunity**: We're looking for an experienced Financial Promotions Specialist to join the team, taking accountability for the financial promotions activity for our firms. This varied role covers all product lines such as Investments, Pensions, Protection, Mortgages and General Insurance. You'll be working directly with our Advisers, ensuring they are...


  • Swindon, United Kingdom Clark James Head Office Full time

    Company OverviewClark James Recruitment is a leading recruitment agency that specialises in placing talented individuals into exciting roles within the Financial Services industry.We are currently working with a prestigious Financial Services business to recruit an experienced Financial Adviser to join their dynamic team in Swindon/Hungerford and surrounding...

  • T&c Supervisor

    6 months ago


    Swindon, United Kingdom Openwork Full time

    **The opportunity**: To deliver the 2plan T&C scheme across the company and ensure that the T&C processes are working as expected by the scheme. The role holder is responsible for the supervision of individual self-employed Financial Advisers within 2plan to ensure competence is both achieved and maintained via various mechanisms and a range of feedback and...


  • Swindon, Swindon, United Kingdom Page Personnel Full time

    The Financial Operations Specialist will collaborate closely with the Accountant to prepare annual statutory accounts and contribute to enhancing financial processes. This role demands excellent time management and interpersonal skills to ensure seamless audit and management reporting timelines.Client DetailsOur client is a prominent not-for-profit...


  • Swindon, United Kingdom Openwork UK Ltd Full time

    The Concert Programme is the delivery of a new CRM platform (ConcertHub) built for our adviser network that will be further developed over a two-year period to provide an intuitive, flexible business system for Wealth, Mortgage and Protection advisers to grow their business in a competitive and compliant way. It also provides clients of advice firms with...

  • Debt Adviser

    4 weeks ago


    Swindon, Swindon, United Kingdom Ingeus Full time

    Job RoleCaseworkers are essential to the delivery of our services, providing support and guidance to individuals facing financial difficulties.The ideal candidate will be responsible for working with clients in a community-based setting, helping them to manage their debt and develop sustainable financial plans.About the RoleThis is an excellent opportunity...


  • Swindon, Swindon, United Kingdom Edenred Full time

    Competitive Salary: £45,000 - £55,000 per annum.At Edenred, we are seeking a talented Financial Crime Analyst to join our FinCrime 2LoD team. As a hybrid position, you will work from our Swindon office twice a week, Monday to Friday, between 09:00 - 17:30. Your primary responsibilities will include identifying, assessing, managing, and reporting risks, as...


  • Swindon, Swindon, United Kingdom lhh recruitment Full time

    LHH Recruitment is excited to collaborate with a well-established regional professional services firm in the UK.Our client provides a wide range of services, including chartered accountancy, business and tax advisory services, and auditing.The company is seeking an experienced Accounts Senior to join their expanding team. In this position, you will oversee a...


  • Swindon, Swindon, United Kingdom Gleeson Recruitment Group Full time

    We are currently seeking a talented Corporate Finance Associate to join our client's team in Wiltshire. This is an exciting opportunity to work with a forward-thinking company that values innovation and teamwork.Key ResponsibilitiesSupport deals and advise owner-managed businesses on strategic growth initiatives.Develop your skills in managing acquisitions,...


  • Swindon, United Kingdom Openwork Full time

    **The opportunity**: The Concert Programme is the delivery of a new CRM platform (ConcertHub) built for our adviser network that will be further developed over a two-year period to provide an intuitive, flexible business system for Wealth, Mortgage and Protection advisers to grow their business in a competitive and compliant way. It also provides clients of...


  • Swindon, United Kingdom National Trust Full time

    An opportunity has arisen for two Trees & Woodland Advisers to join the Central Trees and Woodland Team, part of the National Trust’s Central Land and Nature Directorate on a 12-month fixed term contract or potential secondment. Your contribution will be key to National Trust’s ambition to establish and plant 20 million trees by 2030 and integral to...


  • Swindon, Swindon, United Kingdom Spicerhaart Group Ltd. Full time

    About the RoleThis Experienced Mortgage and Protection Adviser position is perfect for someone looking to build a successful career in financial services.You will be responsible for generating and maintaining your own client relationships, working closely with the Estate Agency team to follow up on leads and maximise value for clients.What We OfferAn...

  • Sales Advisor

    6 months ago


    Swindon, United Kingdom Allen Motor Group Full time

    Allen Motor Group are currently looking to employ a Sales Advisor to join our Ford dealership in Swindon. This role is all about loving our customers - you’ll be managing and assisting with both face to face and digital enquires to make sure that they drive away in the right product. As a Sales Advisor you’ll have some key tasks and activities within...


  • Swindon, United Kingdom Allen Motor Group Full time

    Allen Motor Group are currently looking to employ a Commercial Sales Advisor to join our Transit Centre in Swindon. Managing and assisting with face to face and digital enquires to try and maximise sales potential whilst going above and beyond to provide a fantastic customer experience. This position is offered on a full time **5-day 42.5 hour working week,...

  • Mortgage Administrator

    6 months ago


    Swindon, United Kingdom Acorn by Synergie Full time

    Acorn by Synergie is currently recruiting a Broker Administrator on behalf of their client. As a Broker Administrator, you'll split your time between working three days from home and two days in the office, within the hours of 8 am to 4 pm or 9 am to 5 pm, Monday to Friday. Your salary will be £23,500 per annum. Initially one year contract possibly going...


  • Swindon, United Kingdom Openwork UK Ltd Full time

    At the heart of The Openwork Partnership there are over 4,200 financial advisers, based in nearly 700 firms, and supported by 600 colleagues in our central teams. Together we are a partnership and financial advice is what we do - it’s our shared history, our DNA. Whether you are planning a career with us, growing your business, protecting your family, or...