Current Vacancies

• Financial Consultant

  consultant: Isabelle Madams reference: DK-6407 Location: Bristol
  Salary: £30000 per Annum Contract: Permanent

  Financial Consultant / IFA
  Salary: £25,000 - £30,000
  Location: Bristol

  A national company underpinned with strong ethical standards is looking to recruit an experienced Financial Advisor to their national team to produce volumes of new life and pensions business per annum.

  Responsibilities

  Provide expert, independent advice to clients
  Maintain excellent client relationships with existing clients
  Achieve new business sales targets agreed
  Develop professional introducers business network

  Skills

  Diploma qualified at a minimum
  Extensive experience within a financial advisory role
  Own client bank
  CAS Status

  Offered

  An excellent support and Compliance department
  Enviable OTE / Bonus package

  Add to Folderreference: DK-6407

• Financial Planner

  consultant: Damien Kelland reference: DK-7242 Location: Bath, Somerset
  Salary: £55000 per Annum Contract: Permanent

  Financial Planning Consultant
  Location: Bath
  Salary: £45,000 - £55,000

  
  This is a superb opportunity to join a renowned firm of Financial Planners allied with a Chartered Accountancy practice in the South West as a Financial Planning Consultant to provide advice to both individuals and corporate entities

  
  Duties and Responsibilities:

  
  Working with both new and existing clients you will be tasked to provide a holistic service on a fee basis
  Clients will include individuals, Businesses and Trustees
  To consistently maintain and develop relationships with both clients and introducers
  Maintain and develop referrals from partners within the practice
  To develop compliant financial planning reports to clearly states the client's needs and your advice and comes under the businesses regulatory requirements
  An understanding of the expectations in an employed role
  An understanding of the MS Office suite is expected, experience with Access would be desirable
  An experienced orator, you will be happy to deliver presentations to groups

  
  Skills and Qualifications:

  
  An Educational Background of minimum A 'level or equivalent
  Qualified to Diploma Level and making progress to Chartered Status
  Relevant qualifications in Tax, Trusts and Pensions would be desirable
  A good understanding of Avelo (Adviser Office) Back office system

  Add to Folderreference: DK-7242

• Financial Planner

  consultant: Damien Kelland reference: DK-7628 Location: Guildford, Surrey
  Salary: £30000 per Annum Contract: Permanent

  Financial Planner
  Location: Guildford
  Salary: Self Employed

  
  Our client is looking for an experienced financial adviser to join them as they continue to build on their reputation of delivering a first class holistic financial planning service to their clients in the Kent and Surrey regions. As an independent product provider you as the adviser will be allowed to offer your clients advice on a broad variety of products based on their best interests, finding the best methods to help them reach their goals purely on their lifestyle, financial goals and aspirations

  
  Job Description

  
  As an Independent Financial Adviser, you will cover a designated area offering a full financial planning service tailored to meet each clients own specific requirements
  Their are currently several advisers retiring from the practice and as such the practice have a client bank that needs to maintained
  Once you have had the chance to build a relationship with your client, got to know them, their financial goals and priorities, you will be in a position to put together a strategy to help them reach their individual aspirations
  Being independent of all the financial product providers, the advice you will offer can be best suited to meet the clients' needs
  The financial services you will offer will include retirement planning, life insurance, income protection, critical illness, investments and inheritance tax planning
  It is imperative that you look to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their own requirements, aspirations and financial plans

  
  Experience and Requirements

  
  You will have the drive and determination to clutch this opportunity
  You will have 3 - 5 years experience as an IFA
  You will be pro active and continue to generate leads, referrals and introducers
  Central back office support will be provided together with training, compliance and research systems
  You will be Diploma Qualified or if not looking to achieve this by the RDR deadline in 2012

  Add to Folderreference: DK-7628

• Financial Planner

  consultant: James Rendell reference: JR-6060 Location: Birmingham, West Midlands
  Salary: £40000 per Annum Contract: Permanent

  Independent Financial Adviser
  Location: Bristol
  Salary: Self-Employed plus benefits and support

  
  Our client is looking for a competent Independant Financial Adviser with a proven income for the last 12 months primarily in the area of Investment and Pensions. Our Client advises affluent clients providing a high quality service, business management and development
  You will be an Industry Professional with the confidence and ability to offer a first class level of customer service to your portfolio of high net worth clients

  
  Duties and Responsibilities:

  
  Grow your own portfolio of high net worth clients
  Administration is carried out for you allowing you time to concentrate on building your client bank
  You will receive Personal and Business development opportunities
  You will be supported by pension and investment specialists, enabling you to develop your business

  
  Skills and Qualifications:

  
  The right candidate will have CAS and will be or working towards Diploma status

  Add to Folderreference: JR-6060

• Financial Planner

  consultant: James Rendell reference: JR-6403 Location: Bristol
  Salary: £60000 per Annum Contract: Permanent

  Financial Planner
  Location: Bristol
  Salary: £25,000 - £35,000 OTE £55,000

  Our client is a market leader in providing personal and corporate solutions to a customer base which stretches nationwide
  They are seeking an experienced advisor to provide holistic advice whilst providing a service that exceeds the expectations of customers at all times

  Responsibilities

  Consistently providing a quality of advice and customer service
  Deliver a full financial planning service to clients whilst focusing on driving additional business leads Acting swiftly on leads generated by the support team
  Full fact-finding is encouraged on every occasion and fact-find documents show an understanding of the client's current circumstances, their future goals and aspirations and their current priorities
  Completing appropriate research to ensure your solutions are of the highest level
  To provide exceptional advice and service that exceeds the expectations of customers at all times
  To contribute to the companies business success through conservation of existing customers and lead generation by gaining referrals from existing clients
  To comply with all legislative, financial, policy, procedural and quality requirements
  To maintain a positive working environment where the team cohesively work towards shared goals
  To operate as efficiently as possible to help the company meet set targets
  To build individual skills within the team by ensuring that industry knowledge is kept up to date
  Completing relevant examinations to broaden skills and employability
  To provide all reports, information and responses to requests for information to management in a timely and effective manner
  To source new clients by generating referrals from existing customers
  All suitability letters are written so that a clear understanding can be gained by an unconnected third party of the exact solutions that have been recommended
  Performance targets are met as agreed with Manager
  To meet all internal and external quality and compliance standards
  To maintain a positive and enthusiastic environment working cohesively towards achieving shared goals by demonstrating teamwork
  To evaluate own performance along with your sales manager against key performance indicators with the aim to improve skills by seeking and undertaking training where appropriate
  
  Qualifications/Experience

  5 O Levels/GCSEs including English and Mathematics
  Hold the Diploma in Financial Services
  Previous experience as a competent financial advisor
  Technically strong with a tenacity to succeed
  Be respectful and courteous
  Approachable and friendly
  Work as an individual as well as part of a team
  Show enthusiasm, positivity and proactively seek to generate new opportunities

  Add to Folderreference: JR-6403

• Financial Planning Manager

  consultant: Damien Kelland reference: DK-7757 Location: Worcestershire
  Salary: £70000 per Annum Contract: Permanent

  Senior Financial Planner
  Location: Worcester
  Salary: £Negotiable

  
  A superb opportunity for a Chartered Financial Planner to join an established business and develop a Financial Planning Propostion. Our client is heavily respected within the region and as such has a wealth of connections and HNW clients that would be available to help kickstart a new financial planning arm.

  
  Duties and Responsibilities:

  
  To establish a Financial Planning arm to an already successful business
  Ensuring the business is Compliant with FSA regulations
  To provide whole of market advice to any clients brought with you as well as existing clients of the business
  Ensuring your technical knowledge is up to date
  Developing an efficient review process for your clients and ensuring that service is delivered in line with the agreed service level
  Offering a full cash flow planning service

  
  Skills and Responsibilities:

  
  You will have obtained the diploma and be working towards further qualifications
  Gravitas to deal with HNW individuals
  Proven track history in implementing ideas and managing staff
  A full understanding of compliance issues needed to run an independent practice

  Add to Folderreference: DK-7757

• Financial Planning Manager

  consultant: James Rendell reference: JR-7048 Location: Trowbridge, Wiltshire
  Salary: £50000 per Annum Contract: Permanent

  Position: Senior Financial Planner
  Location: Wiltshire
  Salary: £50,000

  We are excited to offer an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well respected and well known independent provider of a wide range of products and services including tax, financial advisory and investment management
  This first class highly reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner

  If you are looking to develop a long term career within an organisation that trusts, respects and empowers their employees this is an enviable and highly sought after opportunity

  Duties:

  Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services
  Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
  Develop new business opportunities from your existing Clients, introducers and referrals

  Skills:

  Expert knowledge of pensions and investments with an excellent understanding of the industry
  An established Financial Planning history with a successful track record in working with HNW Clients and professionals
  Experience in providing a fully holistic advice to clients with excellent people skills
  Background in Wealth Management

  Qualifications:

  Full Financial Planning Certificate (or equivalent) is essential
  At least AFPC qualified (or equivalent) is essential
  Achieved Chartered/Certified Planner status (or close to achieving)
  At least 5 years' experience giving advice

  Benefits:

  Paraplanner and Admin Support
  Back Office Departments
  Introducer Network
  Referrals

  Add to Folderreference: JR-7048

• IFA

  consultant: Damien Kelland reference: DK-6010 Location: Gloucestershire
  Salary: £53000 per Annum Contract: Permanent

  IFA
  Location: Gloucestershire
  Salary: £40,000

  This opportunity would suit an IFA with a track history of developing an existing client bank. The Company is an expanding IFA practice which offers excellent support and continued progression to management level should that be desired.

  
  Responsibilities:

  
  Meet existing & potential clients, obtain full background information and advise appropriately.
  Ensure that all client matters are dealt with efficiently, effectively and profitably.
  Continue to meet all regulatory and departmental requirements
  To be a strong "team-player"
  Utilise resources available
  Maximise opportunities from existing client bank and build relationships with new clients

  
  Skills:

  
  Significant appropriate experience in a similar role
  Must have strong interpersonal and client management skills
  A strong background in Pensions and Investments would be desirable
  Fully FPC qualified, preferably PFS Diploma or Chartered Financial Planner
  Knowledge of RDR, at least 1 module completed would be desirable

  Add to Folderreference: DK-6010

• IFA

  consultant: Damien Kelland reference: DK-6415 Location: Leicestershire
  Salary: £40000 per Annum Contract: Permanent

  IFA
  Location: South West and Midlands
  Salary: £Self Employed

  
  Our client is an RDR ready fully Independent Financial Planning practice that due to the success of their proposition are now looking for Independent Advisors who are looking to drive their business forward.

  
  Proposition:

  
  Our client offers a dedicated back office support team along with an exceptional lead generation function. They are looking for advisers who are established within the industry to enhance their existing setup through support and additional client generation. They have affirmed professional connections which are able to be utilised by the employees in order to expand their client base.

  
  You wil be:

  
  Familiar with offering a holistic and fully independent service to your clients
  At Diploma level or close to it with the aim of reaching chartered status
  An adviser with a proven track record of writing in excess of £50,000 per annum
  Current client base can be over any location, not just those mentioned above

  Add to Folderreference: DK-6415

• IFA

  consultant: Damien Kelland reference: DK-6442 Location: Manchester, Lancashire
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Manchester
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6442

• IFA

  consultant: Damien Kelland reference: DK-6467 Location: Leeds, Yorkshire
  Salary: £35000 per Annum Contract: Permanent

  IFA
  Location: Leeds
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6467

• IFA

  consultant: Damien Kelland reference: DK-6474 Location: Bath, Somerset
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Bath
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6474

• IFA

  consultant: Damien Kelland reference: DK-6476 Location: Basingstoke, Hampshire
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Basingstoke
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6476

• IFA

  consultant: Damien Kelland reference: DK-6477 Location: Birmingham, West Midlands
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Birmingham
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6477

• IFA

  consultant: Damien Kelland reference: DK-6479 Location: Cambridge, Cambridgeshire
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Cambridge
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6479

• IFA

  consultant: Damien Kelland reference: DK-6480 Location: Cardiff, Glamorgan
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Cardiff
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6480

• IFA

  consultant: Damien Kelland reference: DK-6481 Location: Glasgow, Lanarkshire
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Glasgow
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6481

• IFA

  consultant: Damien Kelland reference: DK-6482 Location: London
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: London
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6482

• IFA

  consultant: Damien Kelland reference: DK-6483 Location: Newcastle Upon Tyne, Northumberland
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: Newcastle
  Salary: £35,000 - £50,000

  
  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  
  Duties and Requirements:

  
  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  
  Skills and Qualifications:

  
  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-6483

• IFA

  consultant: Damien Kelland reference: DK-6548 Location: Bristol
  Salary: £30000 per Annum Contract: Permanent

  Independent Financial Adviser
  Salary: Self Employed
  Location: South West

  
  A superb chance to join a well established firm of Independent Financial advisers with several offices in the South West, looking to break into the top 100 firms in th UK. They are currently on a recruitment drive and are looking to bring on Self employed Financial advisors throughout the UK. They are a genuinely independent practice selling Whole of Market Products. This role would ideally suit an experienced advisor who wants higher earnings from an established client base.

  
  Skills and Qualifications:

  
  Diploma qualified or aiming for it by the onset of RDR
  You will need a proven track record of earning in excess of £50,000 per annum
  Your own book of business is needed, but there are orphan clients and new leads are available to supplement your existing client base
  They will look at candidates from a variety of backgrounds, including multi tied or banc assurance

  
  Benefits:

  
  This is an excellent chance to get a return of 70% on any business or trail that you may have
  Full Back Office and Compliance support are available

  Add to Folderreference: DK-6548

• IFA

  consultant: Damien Kelland reference: DK-6550 Location: Yeovil, Somerset
  Salary: £50000 per Annum Contract: Permanent

  Independent Financial Adviser
  Location: Yeovil
  Salary: £28,000 - £50,000

  
  This is a chance for an Professional Financial Planner to become part of an established Chartered Financial Planning practice with a wealth of clients. You will be at least diploma qualified and looking to take further exams with time served within the industry. The remit will include growing the business and providing a comprehensive service to an existing portfolio of high value personal and corporate clients, whilst being fully supported by excellent back office staff

  
  Duties and Responsibilities:

  
  Finding out about clients' current finances and future plans
  Researching financial products
  Explaining details of products so that clients can make informed choices
  Meeting sales targets
  Negotiating with providers of financial products
  Keeping detailed records
  Producing financial reports

  
  Skills and Qualifications:

  
  Diploma qualified and working to Chartered status
  Competent Adviser Status
  Excellent standard of written and verbal communication with ability to liaise with people at all levels
  Awareness of industry trends and developments
  Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
  Excellent organisational skills, with ability to prioritise effectively and cope with pressure
  High motivation, self starter and flexible

  Add to Folderreference: DK-6550

• IFA

  consultant: Damien Kelland reference: DK-6555 Location: Gloucestershire
  Salary: £50000 per Annum Contract: Permanent

  Self Employed IFA
  Location: Gloucester
  Salary: Self Employed

  
  This is an excellent opportunity to join a company boasting over forty years of experience in the financial services industry between their Directors. Their client base focuses around looking after private clients and the directors of SME's. Fully RDR ready with a fee structure in place, this company brings a refreshing approach to advising upon and dealing with its clients assets. They use Discretionary Fund Managers and do not manage any Funds in house. They are looking for IFA's to service existing clients

  Skills and Responsibilities:

  The right candidate will have an extremely strong background in Single Premium Pensions, Large Pension Transfers and Investments
  Experienced in dealing with High Net Worth clients
  You will be a hunter, who has previously created your own client bank that is now looking for a RDR ready environment to establish yourself further
  A burning desire to push oneself within the industry is a requisite
  At least at Diploma level or close to achieving it, one of CF7, ER1 or CF8 would be an advantage

  Benefits:

  To join a company that is completely Fee based, and giving you the autonomy to charge fees at the level you feel valued at
  An excellent Commission split including the opportunity to take equity in the business long term and a generous annual bonus structure
  Leads are available to supplement your existing client base
  They will provide all support technical and back office, all PI/FSA fees paid

  Add to Folderreference: DK-6555

• IFA

  consultant: Damien Kelland reference: DK-6634 Location: Yorkshire
  Salary: £30000 per Annum Contract: Permanent

  Independant Financial Advisor
  Location: Yorkshire / Lancashire
  Salary: Negotiable

  This is an excellent opportunity to join a growing Financial Planning Business who work extensively with the public sector organisations along with many large independent groups. This company is at the forefront of the industry in terms of the investment they have made in technology and various Financial Planning tools. The role is based upon working from home on the client bank of an existing advisor hence the Diploma in Financial Planning is essential

  
  Skills / Qualifications

  
  Qualified to at least Diploma standard
  A strong background in Independent Financial Planning
  Confident and Professional
  Comfortable with using Powerpoint
  A strong background in Investments
  A successful track record of sales
  Current CAS status

  
  Benefits

  
  Full Client Bank available to work from
  Full support through any exams you wish to take
  An extremely strong back office / support team
  Excellent Bonus scheme on offer

  Add to Folderreference: DK-6634

• IFA

  consultant: Damien Kelland reference: DK-6658 Location: Hertfordshire
  Salary: £30000 per Annum Contract: Permanent

  IFA
  Location: Herts
  Basic salary: £Negotiable (Employed/Self Employed)

  
  Our client is a Chartered Wealth Management practice that have been RDR ready for in excess of 5 years. They are now looking for an established advisor to join their expanding team

  
  Duties and Responsibilities:

  
  There is support available however you will be used to ensuring any reports are FSA compliant
  you will continue your professional development and be keen to take further exams
  To build, grow and develop client relationships
  You will be expected to utilise the existing client bank and develop it through referrals and professional connections
  Continually seek to help the advancement of the business providing ideas, feedback and opportunities
  Attend internal company meetings when requested and provide training to other members of staff
  Drive business development campaigns
  Liaise closely with the Technical Analyst team when appropriate

  
  Skills and experience

  
  You will hold at least the Diploma in Financial Planning and be prepared to take further exams to become RDR compliant
  A high level of professionalism is expected
  A team player with the ability to build on and grow client relations
  Self motivated with energy, enthusiasm and drive
  Computer literate and a clear and concise communicator

  Add to Folderreference: DK-6658

• IFA

  consultant: Damien Kelland reference: DK-6737 Location: Exeter, Devon
  Salary: £35000 per Annum Contract: Permanent

  Financial Planner
  Location: Exeter
  Salary: £35,000 excellent commission after validation

  This is an excellent chance to join the Financial Planning arm of one of the most progressive Insurance Brokers in the Market. This is an autonomous role where you are provided with back office and administration support, in order to develop revenue from leads generated for you from Private and Corporate clients.

  
  Duties and Responsibilities:

  
  To provide Holistic Financial Planning to mainly Private Clients
  The ability to work alongside the Corporate Financial Planning specialist when needed
  Follow up on leads generated for you by the Insurance arm and convert them to sales
  Covering the majority of the Exeter area

  
  Skills and Qualifications:

  
  Diploma qualified, or extremely close to it
  An understanding of both the Private and Corporate market
  Own car and clean Driving Licence
  IFA background is preferential, although candidates from a Bancassurance background will be considered

  
  Benefits:

  
  Once you have passed the validation level there is a flat commission scheme of 35%
  Excellent Benefits and Pension package
  £300 / Month car allowance

  Add to Folderreference: DK-6737

• IFA

  consultant: Damien Kelland reference: DK-6804 Location: Wimborne, Dorset
  Salary: £25000 per Annum Contract: Permanent

  IFA
  Location: Dorset
  Salary: Negotiable

  We are representing a Financial Planning firm in the South of Dorset look to expand gradually over the next 5 years. Fully RDR ready they are looking for IFA's who want to work across the whole of market and have excellent client relationship skills

  
  Responsibilities:

  
  An established client base or the understanding of how to build one whilst supplementing it with existing clients of the company
  Full administration support is currently available although this is shared between the existing advisers
  You can be self-employed if established, however if a basic salary is required there will be a vaildation 3 times your salary

  
  Skills and Qualifications:

  
  You will be Diploma qualified or near to it
  Excellent Client Relationship skills
  Track history of billing in excess of £70,000
  Whole of market experience is vital

  Add to Folderreference: DK-6804

• IFA

  consultant: Damien Kelland reference: DK-6816 Location:
  Salary: Contract: Permanent

  Position: Financial Adviser
  Location: Plymouth, Devon
  Salary: £negotiable

  Our client, a respectable and renowned Financial Planning practice, is looking for a new Advisor to join their team. Working with professional connections you will offer clients a full holistic service across all aspects of Financial Planning
  It is an exciting time for the Company as it continues to expand and grow, this represents a wonderful opportunity
  You will need to be at least Diploma qualified and working towards Chartered status, and have a proven track record in dealing with HNW clients in a whole of market environment
  Developing relationships, building trust and respect and an unrivalled level of service to your clients is of utmost importance
  You will work alongside the other IFAs and have full administration and paraplanning support
  Ideally you will bring a number of clients with you as well as having the responsibility to generate new ones

  Add to Folderreference: DK-6816

• IFA

  consultant: Damien Kelland reference: DK-7036 Location: Leeds, Yorkshire
  Salary: £40000 per Annum Contract: Permanent

  Independent Financial Adviser
  Location: Leeds
  Salary: £40,000+

  
  This is a chance for an Professional Financial Planner to become part of an proactive Financial Planning practice that has been offering fee based advice in excess of 20 years. You will be at least diploma qualified and looking to take further exams with time served within the industry. The remit will include growing the business and providing a comprehensive service to your existing clients whilst supplementing this with an existing portfolio of high value personal clients, and being fully supported by excellent back office staff

  
  Duties and Responsibilities:

  
  Finding out about clients' current finances and future plans
  Researching financial products
  Explaining details of products so that clients can make informed choices
  Offering a full cash flow planning service
  Negotiating with providers of financial products
  Keeping detailed records
  Producing financial reports

  
  Skills and Qualifications:

  
  Diploma qualified and working to Chartered status
  Competent Adviser Status
  Excellent standard of written and verbal communication with ability to liaise with people at all levels
  Awareness of industry trends and developments
  Excellent client handling skills; ability to establish rapport quickly, creation of trust, management of expectations, delivery and responsiveness
  Excellent organisational skills, with ability to prioritise effectively and cope with pressure
  High motivation, self starter and flexible

  Add to Folderreference: DK-7036

• IFA

  consultant: Damien Kelland reference: DK-7046 Location: Luton, Bedfordshire
  Salary: £45000 per Annum Contract: Permanent

  Senior Financial Consultant
  Location: Herts
  Basic salary: £35,000 - £45,000 + bonus

  
  Our Client is recruiting a Senior Financial Consultant to join their expanding wealth management practice. We are looking for Financial Advisors with a proven track record and who are progressing to diploma level.

  
  Duties and Responsibilities:

  
  This role will be target driven so you will be used to working to KPI's
  There is Administration support available however you will be used to ensuring any reports are FSA compliant
  All files maintained, whilst your KPIs will be produced and reported monthly to the Sales Manager
  you will continue your professional development and be keen to take further exams
  To build, grow and develop client relationships
  Continually seek to help the advancement of the business providing ideas, feedback and opportunities
  Attend internal company meetings when requested and provide training to other members of staff
  Drive business development campaigns
  Liaise closely with the Technical Analyst team when appropriate

  
  Skills and experience

  
  You will hold at least full FPC and be prepared to take further exams to become RDR compliant
  A high level of professionalism is expected
  A team player with the ability to build on and grow client relations
  Self motivated with energy, enthusiasm and drive
  Computer literate and a clear and concise communicator

  Add to Folderreference: DK-7046

• IFA

  consultant: Damien Kelland reference: DK-7138 Location: Cheshire
  Salary: £40000 per Annum Contract: Permanent

  IFA
  Location: North Wales / Chester / Shrewsbury / Lincoln
  Salary: £35,000 - £50,000

  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business above £70,000 per annum. You will be an IFA looking to develop their client bank and join an organisation who will aid you to write in excess of £150,000 per annum.

  Duties and Requirements:

  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To adhere to the principles of TCF
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets and facilitate this with by undertaking regular fact finds, presentations and service review meetings
  To use the research panel when selecting advice
  To maintain and ensure client files are kept up to date

  Skills and Qualifications:

  You will be at least CF 1-5 and aspiring towards diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Excellent telephone manner and client facing skills
  Driven and motivated to achieve targets
  IT literate with a superb team ethic

  Add to Folderreference: DK-7138

• IFA

  consultant: Damien Kelland reference: DK-7243 Location: Bristol
  Salary: £55000 per Annum Contract: Permanent

  Financial Planning Consultant
  Location: Bristol
  Salary: £45,000 - £55,000

  
  This is a superb opportunity to join a renowned firm of Financial Planners allied with a Chartered Accountancy practice in the South West as a Financial Planning Consultant to provide advice to both individuals and corporate entities

  
  Duties and Responsibilities:

  
  Working with both new and existing clients you will be tasked to provide a holistic service on a fee basis
  Clients will include individuals, Businesses and Trustees
  To consistently maintain and develop relationships with both clients and introducers
  Maintain and develop referrals from partners within the practice
  To develop compliant financial planning reports to clearly states the client's needs and your advice and comes under the businesses regulatory requirements
  An understanding of the expectations in an employed role
  An understanding of the MS Office suite is expected, experience with Access would be desirable
  An experienced orator, you will be happy to deliver presentations to groups

  
  Skills and Qualifications:

  
  An Educational Background of minimum A 'level or equivalent
  Qualified to Diploma Level and making progress to Chartered Status
  Relevant qualifications in Tax, Trusts and Pensions would be desirable
  A good understanding of Avelo (Adviser Office) Back office system

  Add to Folderreference: DK-7243

• IFA

  consultant: Damien Kelland reference: DK-7455 Location: Bristol
  Salary: £35000 per Annum Contract: Permanent

  IFA
  Location: Bristol
  Salary: £35,000 + Bonus

  Our client is an RDR ready Financial Planning Practice that due to expansion are looking to employ an IFA at that is at Diploma level. This is an excellent chance for a Certified/Diploma/Chartered Financial Planner to join a highly Professional outfit

  Duties and Responsibilities:

  You will be keen to employ a life planning cycle for your clients, including cash flow forecasting
  Liaising closely with the Paraplanning team to ensure the best possible outcome for the clients
  Representing the company in a highly professional manner at all times
  Work an existing client bank
  Adhering and following all company compliance procedures
  Network and develop Professional connections

  Skills and Qualifications:

  You will be Chartered / Diploma / Certified with the drive to complete further qualifications
  AF3, G60 and a strong understanding of the Pensions market would be ideal
  A history of working to aggressive targets
  A track record of a high conversion rate
  An extremely strong compliance background

  Benefits:

  Leads Generated for you
  Bonus based on business profitability
  Full support and ongoing training

  Add to Folderreference: DK-7455

• IFA

  consultant: Damien Kelland reference: DK-7525 Location: Colchester, Essex
  Salary: £30000 per Annum Contract: Permanent

  Independant Financial Advisor
  Location: Colchester
  Salary: Negotiable

  This is an excellent opportunity to join a growing Financial Planning Business. This company is at the forefront of the industry in terms of the investment they have made in technology and various Financial Planning tools. The right candidate will be Diploma qualified or near to it with experience of holistic financial planning

  Skills / Qualifications

  
  Either Full or Part qualified
  A strong background in Independent Financial Planning
  Confident and Professional
  A strong background in Investments
  A successful track record of sales
  Progressing toward RDR qualifications and Current CAS Status

  
  Benefits

  
  Full support through any exams you wish to take
  An extremely strong back office / support team
  Excellent Bonus scheme on offer

  Add to Folderreference: DK-7525

• IFA

  consultant: Isabelle Madams reference: IM-6825 Location: Fareham, Hampshire
  Salary: £25000 per Annum Contract: Permanent

  Independent Financial Advisor
  Salary: £25,000
  Location: Fareham
  
  We are looking for an experienced Independent Financial Advisor to join a growing IFA firm based in the Fareham area. Our client is a leading and well respected firm in the area and is looking to expand their business after several successful years. You will be joining a company that prides it self on maintain a strong existing base of clients and has a reputation for providing outstanding Customer Service.
  
  Responsibilities:
  
  Meet existing & potential clients, obtain full background information and advise appropriately
  Ensure that all client matters are dealt with efficiently, effectively and profitably
  Continue to meet all regulatory and departmental requirements
  To be a strong "team-player"
  Utilise resources available
  Maximise opportunities from existing client bank and build relationships with new clients
  
  Skills:
  
  You will have solid IFA experience
  Diploma qualified
  Ideally some clients to bring with you
  Must have strong interpersonal and client management skills

  Add to Folderreference: IM-6825

• IFA

  consultant: Isabelle Madams reference: IM-6871 Location: Norwich, Norfolk
  Salary: £45000 per Annum Contract: Permanent

  Independent Financial Advisor
  Salary: £30,000 + DOE
  Location: Norwich
  
  We are looking for an experienced Independent Financial Advisor to join a leading IFA firm based in the Norwich area. Our client is a leading and well respected firm in the area and is looking to expand their business after several successful years. You will be joining a company that prides it self on maintain a strong existing base of clients and has a reputation for providing outstanding Customer Service. You will be client focused as you will have a strong team supporting you allowing you to concentrate on building strong and lasting relationships.
  
  
  Responsibilities:
  
  
  Meet existing & potential clients, obtain full background information and advise appropriately
  Ensure that all client matters are dealt with efficiently, effectively and profitably
  Continue to meet all regulatory and departmental requirements
  To be a strong "team-player"
  Utilise resources available
  Maximise opportunities from existing client bank and build relationships with new clients
  
  Skills:
  
  You will have solid IFA experience within a Pensions and Investments background
  Diploma qualified
  Ideally some clients to bring with you
  Must have strong interpersonal and client management skills
  
  The company offers an excellent remuneration package as well as continuous training and development, with a view to continuous growth post RDR
  

  
  Duties & Responsibilities

  Add to Folderreference: IM-6871

• IFA

  consultant: Isabelle Madams reference: IM-6873 Location: Manchester, Lancashire
  Salary: £50000 per Annum Contract: Permanent

  Independent Financial Advisor
  Salary: £30,000 + DOE
  Location: Manchester
  
  We are looking for an experienced Independent Financial Advisor to join a leading IFA firm based in the Manchester area. Our client is a leading and well respected firm in the area and is looking to expand their business after several successful years. You will be joining a company that prides it self on maintain a strong existing base of clients and has a reputation for providing outstanding Customer Service. You will be client focused as you will have a strong team supporting you allowing you to concentrate on building strong and lasting relationships.
  
  
  Responsibilities:
  
  
  Meet existing & potential clients, obtain full background information and advise appropriately
  Ensure that all client matters are dealt with efficiently, effectively and profitably
  Continue to meet all regulatory and departmental requirements
  To be a strong "team-player"
  Utilise resources available
  Maximise opportunities from existing client bank and build relationships with new clients
  
  Skills:
  
  You will have solid IFA experience within a Pensions and Investments background
  Diploma qualified
  Ideally some clients to bring with you
  Must have strong interpersonal and client management skills
  
  The company offers an excellent remuneration package as well as continuous training and development, with a view to continuous growth post RDR

  Add to Folderreference: IM-6873

• IFA

  consultant: Isabelle Madams reference: IM-6874 Location: London
  Salary: £50000 per Annum Contract: Permanent

  Independent Financial Advisor
  Salary: £50,000 + DOE
  Location: London
  
  We are looking for an experienced Independent Financial Advisor to join a leading IFA firm based in the London area. Our client is a leading and well respected firm in the area and is looking to expand their business after several successful years. You will be joining a company that prides it self on maintain a strong existing base of clients and has a reputation for providing outstanding Customer Service. You will be client focused as you will have a strong team supporting you allowing you to concentrate on building strong and lasting relationships.
  
  
  Responsibilities:
  
  
  Meet existing & potential clients, obtain full background information and advise appropriately
  Ensure that all client matters are dealt with efficiently, effectively and profitably
  Continue to meet all regulatory and departmental requirements
  To be a strong "team-player"
  Utilise resources available
  Maximise opportunities from existing client bank and build relationships with new clients
  
  Skills:
  
  You will have solid IFA experience within a Pensions and Investments background
  Diploma qualified
  Ideally some clients to bring with you
  Must have strong interpersonal and client management skills
  
  The company offers an excellent remuneration package as well as continuous training and development, with a view to continuous growth post RDR

  Add to Folderreference: IM-6874

• IFA

  consultant: Isabelle Madams reference: IM-6875 Location: Berkhamsted, Hertfordshire
  Salary: £50000 per Annum Contract: Permanent

  Independent Financial Advisor
  Salary: £30,000 + DOE
  Location: Berkhamsted
  
  We are looking for an experienced Independent Financial Advisor to join a leading IFA firm based in the Berkhamsted area. Our client is a leading and well respected firm in the area and is looking to expand their business after several successful years. You will be joining a company that prides it self on maintain a strong existing base of clients and has a reputation for providing outstanding Customer Service. You will be client focused as you will have a strong team supporting you allowing you to concentrate on building strong and lasting relationships.
  
  
  Responsibilities:
  
  
  Meet existing & potential clients, obtain full background information and advise appropriately
  Ensure that all client matters are dealt with efficiently, effectively and profitably
  Continue to meet all regulatory and departmental requirements
  To be a strong "team-player"
  Utilise resources available
  Maximise opportunities from existing client bank and build relationships with new clients
  
  Skills:
  
  You will have solid IFA experience within a Pensions and Investments background
  Diploma qualified
  Ideally some clients to bring with you
  Must have strong interpersonal and client management skills
  
  The company offers an excellent remuneration package as well as continuous training and development, with a view to continuous growth post RDR

  Add to Folderreference: IM-6875

• IFA

  consultant: Isabelle Madams reference: IM-6920 Location: Exeter, Devon
  Salary: £40000 per Annum Contract: Permanent

  Independent Financial Advisor
  Salary: £Negotiable - DOE
  Location: Exeter
  
  We are looking for an experienced Independent Financial Advisor to join a leading IFA firm based in the Exeter area. Our client is a leading and well respected firm in the area and is looking to expand their business after several successful years. You will be joining a company that prides it self on maintain a strong existing base of clients and has a reputation for providing outstanding Customer Service.
  
  
  Responsibilities:
  
  Meet existing & potential clients, obtain full background information and advise appropriately
  Ensure that all client matters are dealt with efficiently, effectively and profitably
  Continue to meet all regulatory and departmental requirements
  To be a strong "team-player"
  Utilise resources available
  Maximise opportunities from existing client bank and build relationships with new clients
  
  Skills:
  
  You will have solid IFA experience with £2 - 3 million transferrable funds under managment
  Diploma qualified
  Must have strong interpersonal and client management skills

  Add to Folderreference: IM-6920

• IFA

  consultant: Isabelle Madams reference: IM-7055 Location: Taunton, Somerset
  Salary: £50000 per Annum Contract: Permanent

  Job Description
  Position: IFA
  Salary: Self Employed
  Location: South West

  This is an excellent opportunity to join a growing Financial Planning Business. This company is at the forefront of the industry in terms of the investment they have made in technology and various Financial Planning tools. The right candidate will be Diploma qualified or near to it with experience of advising public sector clients and previous phone based sales of Financial products

  
  Skills / Qualifications

  
  Either Full or Part qualified
  A strong background in Independent Financial Planning
  Confident and Professional
  Comfortable with using Powerpoint
  A strong background in Investments
  A successful track record of sales
  Progressing toward RDR qualifications and Current CAS Status

  
  Benefits

  
  Full support through any exams you wish to take
  An extremely strong back office / support team
  Excellent Bonus scheme on offer

  Duties & Responsibilities

  Add to Folderreference: IM-7055

• IFA

  consultant: Isabelle Madams reference: IM-7056 Location: Kent
  Salary: £50000 per Annum Contract: Permanent

  Job Description
  IFA
  Salary: Self Employed
  Location: Kent

  This is an excellent opportunity to join a growing Financial Planning Business. This company is at the forefront of the industry in terms of the investment they have made in technology and various Financial Planning tools. The right candidate will be Diploma qualified or near to it with experience of advising public sector clients and previous phone based sales of Financial products

  
  Skills / Qualifications

  
  Either Full or Part qualified
  A strong background in Independent Financial Planning
  Confident and Professional
  Comfortable with using Powerpoint
  A strong background in Investments
  A successful track record of sales
  Progressing toward RDR qualifications and Current CAS Status

  
  Benefits

  
  Full support through any exams you wish to take
  An extremely strong back office / support team
  Excellent Bonus scheme on offer

  Duties & Responsibilities

  Add to Folderreference: IM-7056

• IFA

  consultant: Isabelle Madams reference: IM-7080 Location: Leeds, Yorkshire
  Salary: £36000 per Annum Contract: Permanent

  IFA
  Leeds
  £35,000 DOE + benefits

  A leading Financial Advice and Investment firm based in Leeds is looking for an experienced IFA to join them on an employed basis. Specialising in whole of market advice to private and corporate clients they pride themselves on offering tailored advice according to the customers needs. You will be joining a company that prides it self on maintain a strong existing base of clients and has a reputation for providing outstanding Customer Service. Existing client banks are of course welcome but there are also many business opportunities within their existing book of business and new business leads will be provided.

  Responsibilities:

  Managing and maintaining our service proposition to clients through regular contact: -
  Completing the "Know your customer" process;
  Establishing customer needs;
  Identifying the most suitable service proposition and making referrals where appropriate;
  Engaging clients;
  Delivering formal recommendations
  Acting as a first point of contact to clients
  Following up new business initiatives
  Maintaining management data when required

  Skills:
  
  You will have solid IFA experience having spent at least 5 years working within this role
  Level 4 Diploma qualified
  A broad knowledge of financial products, to a high standard;
  Clear understanding of personal tax planning would be an advantage;

  Duties & Responsibilities

  Add to Folderreference: IM-7080

• IFA

  consultant: Isabelle Madams reference: IM-7108 Location: Chester, Cheshire
  Salary: £35000 per Annum Contract: Permanent

  Financial Advisor
  Location: Chester
  Salary: Negotiable

  This successful IFA practice in Chester are seeking new advisors to join as they continue their gradual expansion. All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients.

  Job description

  Based at the company office in Chester, you will provide independent financial advice to your client bank offering a top level of financial advice
  You will liaise closely with the support staff and other advisors
  You will have vast experience with a good technical knowledge of all financial products including pension and investments

  Skills and Qualifications

  Diploma qualification
  Established Financial Advisor with networking capabilities
  An excellent communicator to deal with both clients and staff
  Proactive and able to work both as an individual and part of a team
  Desire to develop professionally
  IT literate with Microsoft Word, Excel and Outlook

  
  Duties & Responsibilities

  Add to Folderreference: IM-7108

• IFA

  consultant: Isabelle Madams reference: IM-7145 Location: Plymouth, Devon
  Salary: £30000 per Annum Contract: Permanent

  IFA
  Location: South West
  Salary: £Negotiable

  An excellent opportunity to join up with a well known Financial Advisory firm based in Devon. Priding themselves on providing holistic fee based advice they are looking for likeminded individuals to join their growing company.

  
  Responsibilities:

  
  To provide face to face Holistic Advice to an existing client bank
  To operate in a compliant manner within FSA regulations
  You will desire to achieve Continuous Professional Development

  
  Qualifications:

  
  Diploma qualified
  Proven track history of billing in excess of £70,000
  Fully compliant work history

  
  Duties & Responsibilities

  Add to Folderreference: IM-7145

• IFA

  consultant: Isabelle Madams reference: IM-7244 Location: London
  Salary: £50000 per Annum Contract: Permanent

  Job Description
  Financial Consultant
  London
  £30,000 - £50,000

  This award winning Chartered Financial Management firm prides themselves on the quality of advice they provide for their clients. An excellent opportunity for an experienced Financial Advisor to work on an employed basis developing their client bank - all back office and compliance support is provided by the company.

  Key Responsibilities
  Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built
  To provide whole of market advice to your clients
  Ensuring your technical knowledge is up to date
  Developing an efficient review process for your clients and ensuring that service is delivered in line with the agreed service level

  Skills

  Minimum of 3 years relevant work experience
  Diploma in Financial Planning - willing to study towards Chartered Status
  Ideally you will be competent in the use of 1st Software / Avelo
  Excellent communication skills are essential
  It is vital that you have your own client bank and trail income

  
  Duties & Responsibilities

  Add to Folderreference: IM-7244

• IFA

  consultant: Isabelle Madams reference: IM-7245 Location: Edinburgh, Midlothian
  Salary: £60000 per Annum Contract: Permanent

  Position: Chartered IFA
  Location: Edinburgh
  Salary: £30,000 - £50,000

  This award winning Chartered Financial Management firm prides themselves on the quality of advice they provide for their clients. An excellent opportunity for an experienced Financial Advisor to work on an employed basis developing their client bank - all back office and compliance support is provided by the company.

  Key Responsibilities
  Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built
  To provide whole of market advice to your clients
  Ensuring your technical knowledge is up to date
  Developing an efficient review process for your clients and ensuring that service is delivered in line with the agreed service level

  Skills

  Minimum of 3 years relevant work experience
  Must posess Chartered status
  Ideally you will be competent in the use of 1st Software / Avelo
  Excellent communication skills are essential

  Add to Folderreference: IM-7245

• IFA

  consultant: Isabelle Madams reference: IM-7246 Location: Cheshire
  Salary: £50000 per Annum Contract: Permanent

  Position: Financial Consultant
  Location: Cheshire
  Salary: £30,000 - £50,000

  This award winning Chartered Financial Management firm prides themselves on the quality of advice they provide for their clients. An excellent opportunity for an experienced Financial Advisor to work on an employed basis developing their client bank - all back office and compliance support is provided by the company.

  Key Responsibilities
  Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built
  To provide whole of market advice to your clients
  Ensuring your technical knowledge is up to date
  Developing an efficient review process for your clients and ensuring that service is delivered in line with the agreed service level

  Skills

  Minimum of 3 years relevant work experience
  Diploma in Financial Planning - willing to study towards Chartered Status
  Ideally you will be competent in the use of 1st Software / Avelo
  Excellent communication skills are essential
  It is vital that you have your own client bank and trail income

  
  Duties & Responsibilities

  Add to Folderreference: IM-7246

• IFA

  consultant: Isabelle Madams reference: IM-7419 Location: Wokingham, Berkshire
  Salary: £40000 per Annum Contract: Permanent

  Position: IFA
  Location: Wokingham
  Salary: £40,000 + benefits

  Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management
  This first class reputable organisation are looking to recruit an experienced Diploma qualified Financial Planner who aims to become chartered

  Duties:

  Develop and build relationships with your HNW Clients whilst advising them on complex products including wealth structuring, retirement planning and banking services
  Give compliant financial plans for individuals, using knowledge of tax and investment strategies, protection plans and retirement structures
  Develop new business opportunities from your existing Clients, introducers and referrals

  Skills:

  Expert knowledge of pensions and investments with an excellent understanding of the industry
  An established Financial Planning history with a successful track record in working with HNW Clients and professionals
  Experience in providing a fully holistic advice to clients with excellent people skills
  Background in Wealth Management

  Qualifications:

  Full Financial Planning Certificate (or equivalent) is essential
  AFPC qualified (or equivalent) is essential
  Achieved Chartered/Certified Planner status (or close to achieving)
  At least 5 years' experience giving advice

  Duties & Responsibilities

  Add to Folderreference: IM-7419

• IFA

  consultant: Isabelle Madams reference: IM-7488 Location: Oxfordshire
  Salary: £30000 per Annum Contract: Permanent

  IFA
  Oxfordshire
  £22,000 - £30,000

  An exciting opportunity for a IFA to join a well established Financial Services company with a national presence. Leads will be provided as will complete Administration / Paraplanning support, an opportunity to expand your client bank and reap the rewards.

  Key Responsibilities

  Conversion of generated leads and personal leads, orphan clients and referrals
  Providing compliant sales service
  Management of client data and introducers leading to future sales
  Actively seeking opportunities to expand client base and further develop business

  Skills

  Level 4 Diploma status with CAS
  Proven production in career within Financial Planning
  Ability to work both as a team and individually
  Existing client bank would be advantageous but not essential

  Add to Folderreference: IM-7488

• IFA

  consultant: Isabelle Madams reference: IM-7489 Location: Gloucestershire
  Salary: £30000 per Annum Contract: Permanent

  IFA
  Gloucestershire
  £22,000 - £30,000

  An exciting opportunity for a IFA to join a well established Financial Services company with a national presence. Leads will be provided as will complete Administration / Paraplanning support, an opportunity to expand your client bank and reap the rewards.

  Key Responsibilities

  Conversion of generated leads and personal leads, orphan clients and referrals
  Providing compliant sales service
  Management of client data and introducers leading to future sales
  Actively seeking opportunities to expand client base and further develop business

  Skills

  Level 4 Diploma status with CAS
  Proven production in career within Financial Planning
  Ability to work both as a team and individually
  Existing client bank would be advantageous but not essential

  Add to Folderreference: IM-7489