Current Vacancies
Financial Advisor
consultant: James Rendell reference: JR-5558 Location: Southampton, Hampshire
Salary: £40000 per Annum Contract: PermanentFinancial Advisor
Salary: £35,000 - £40,000
Location: SouthamptonOur established client is seeking experienced Financial Advisors with a client bank to work from there Southampton offices. The role includes all the back office support, a good basic salary and an excellent benefits package
Job Description
This represents an exciting opportunity to join a well known independent IFA practice based in the vibrant city of Southampton
You will be required to provide a top level of financial advice to both private and business clients to help them plan their future finances
You will be offered full back office support by the firm's administrators and paraplannersJob Benefits
Negotiable salary up to £40,000
Bonuses paid on percentage of income in excess of 3 x salary
3% employer pension contributions - employee contributions voluntary
Group Private Medical Insurance
Group Private Health Insurance
4 x death in service salary
25 days holiday per annum
Parking
Paraplanning supportAdd to Folderreference: JR-5558
Financial Consultant
consultant: Isabelle Madams reference: DK-6407 Location: Bristol
Salary: £30000 per Annum Contract: PermanentFinancial Consultant / IFA
Salary: £25,000 - £30,000
Location: BristolA 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 networkSkills
Diploma qualified at a minimum
Extensive experience within a financial advisory role
Own client bank
CAS StatusOffered
An excellent support and Compliance department
Enviable OTE / Bonus packageAdd to Folderreference: DK-6407
Financial Planner
consultant: James Rendell reference: JR-6060 Location: Birmingham, West Midlands
Salary: £40000 per Annum Contract: PermanentIndependent 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 statusAdd to Folderreference: JR-6060
Financial Planner
consultant: James Rendell reference: JR-6403 Location: Bristol
Salary: £60000 per Annum Contract: PermanentFinancial Planner
Location: Bristol
Salary: £25,000 - £35,000 OTE £55,000Our 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 timesResponsibilities
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/Experience5 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 opportunitiesAdd to Folderreference: JR-6403
Financial Planning Manager
consultant: James Rendell reference: JR-7048 Location: Trowbridge, Wiltshire
Salary: £50000 per Annum Contract: PermanentPosition: Senior Financial Planner
Location: Wiltshire
Salary: £50,000We 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 PlannerIf 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 referralsSkills:
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 ManagementQualifications:
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 adviceBenefits:
Paraplanner and Admin Support
Back Office Departments
Introducer Network
ReferralsAdd to Folderreference: JR-7048
IFA
consultant: Damien Kelland reference: DK-4828 Location: Gloucestershire
Salary: £40000 per Annum Contract: PermanentSelf Employed IFA
South / South WestThis 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.
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 advantageBenefits:
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-4828
IFA
consultant: Damien Kelland reference: DK-6010 Location: Gloucestershire
Salary: £53000 per Annum Contract: PermanentIFA
Location: Gloucestershire
Salary: £40,000This 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 desirableAdd to Folderreference: DK-6010
IFA
consultant: Damien Kelland reference: DK-6415 Location: Leicestershire
Salary: £40000 per Annum Contract: PermanentIFA
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 aboveAdd to Folderreference: DK-6415
IFA
consultant: Damien Kelland reference: DK-6442 Location: Manchester, Lancashire
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6442
IFA
consultant: Damien Kelland reference: DK-6467 Location: Leeds, Yorkshire
Salary: £35000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6467
IFA
consultant: Damien Kelland reference: DK-6474 Location: Bath, Somerset
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6474
IFA
consultant: Damien Kelland reference: DK-6476 Location: Basingstoke, Hampshire
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6476
IFA
consultant: Damien Kelland reference: DK-6477 Location: Birmingham, West Midlands
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6477
IFA
consultant: Damien Kelland reference: DK-6479 Location: Cambridge, Cambridgeshire
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6479
IFA
consultant: Damien Kelland reference: DK-6480 Location: Cardiff, Glamorgan
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6480
IFA
consultant: Damien Kelland reference: DK-6481 Location: Glasgow, Lanarkshire
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6481
IFA
consultant: Damien Kelland reference: DK-6482 Location: London
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6482
IFA
consultant: Damien Kelland reference: DK-6483 Location: Newcastle Upon Tyne, Northumberland
Salary: £50000 per Annum Contract: PermanentIFA
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 ethicAdd to Folderreference: DK-6483
IFA
consultant: Damien Kelland reference: DK-6548 Location: Bristol
Salary: £30000 per Annum Contract: PermanentIndependent 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 availableAdd to Folderreference: DK-6548
IFA
consultant: Damien Kelland reference: DK-6550 Location: Yeovil, Somerset
Salary: £50000 per Annum Contract: PermanentIndependent 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 flexibleAdd to Folderreference: DK-6550
IFA
consultant: Damien Kelland reference: DK-6555 Location: Gloucestershire
Salary: £50000 per Annum Contract: PermanentSelf 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 clientsSkills 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 advantageBenefits:
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 paidAdd to Folderreference: DK-6555
IFA
consultant: Damien Kelland reference: DK-6634 Location: Yorkshire
Salary: £30000 per Annum Contract: PermanentIndependant Financial Advisor
Location: Yorkshire / Lancashire
Salary: NegotiableThis 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 offerAdd to Folderreference: DK-6634
IFA
consultant: Damien Kelland reference: DK-6658 Location: Hertfordshire
Salary: £30000 per Annum Contract: PermanentIFA
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 communicatorAdd to Folderreference: DK-6658
IFA
consultant: Damien Kelland reference: DK-6737 Location: Exeter, Devon
Salary: £35000 per Annum Contract: PermanentFinancial Planner
Location: Exeter
Salary: £35,000 excellent commission after validationThis 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 allowanceAdd to Folderreference: DK-6737
IFA
consultant: Damien Kelland reference: DK-6804 Location: Wimborne, Dorset
Salary: £25000 per Annum Contract: PermanentIFA
Location: Dorset
Salary: NegotiableWe 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 vitalAdd to Folderreference: DK-6804
IFA
consultant: Damien Kelland reference: DK-7036 Location: Leeds, Yorkshire
Salary: £40000 per Annum Contract: PermanentIndependent 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 flexibleAdd to Folderreference: DK-7036
IFA
consultant: Isabelle Madams reference: IM-6825 Location: Fareham, Hampshire
Salary: £25000 per Annum Contract: PermanentIndependent 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 skillsAdd to Folderreference: IM-6825
IFA
consultant: Isabelle Madams reference: IM-6871 Location: Norwich, Norfolk
Salary: £50000 per Annum Contract: PermanentIndependent 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 & ResponsibilitiesAdd to Folderreference: IM-6871
IFA
consultant: Isabelle Madams reference: IM-6873 Location: Manchester, Lancashire
Salary: £50000 per Annum Contract: PermanentIndependent 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 RDRAdd to Folderreference: IM-6873
IFA
consultant: Isabelle Madams reference: IM-6874 Location: London
Salary: £50000 per Annum Contract: PermanentIndependent 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 RDRAdd to Folderreference: IM-6874
IFA
consultant: Isabelle Madams reference: IM-6875 Location: Berkhamsted, Hertfordshire
Salary: £50000 per Annum Contract: PermanentIndependent 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 RDRAdd to Folderreference: IM-6875
IFA
consultant: Isabelle Madams reference: IM-6920 Location: Exeter, Devon
Salary: £40000 per Annum Contract: PermanentIndependent 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 skillsAdd to Folderreference: IM-6920
IFA
consultant: Damien Kelland reference: JA-6698 Location: Gloucestershire
Salary: £40000 per Annum Contract: PermanentIndependent Financial Advisor (IFA)
Location: Gloucester
Salary: Self employed
This is a fantastic chance to join an experienced IFA practice with a reputation for providing quality advice to both Private Individuals and SME directors. The client is fully RDR ready with a strong fee structure in place; this company brings a refreshing approach to advising upon and dealing with its clients assets.Working self employed allows you to dictate your own schedule and influence new ideas to push the firm forwards within the changing market place.
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
At least at Diploma level or close to achieving it
Qualifications CF7, ER1 or CF8 would be an advantage
Self motivated individual with a proven track history of client development
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
Full technical support and Paraplanning provided, all PI/FSA fees paidAdd to Folderreference: JA-6698
IFA
consultant: James Rendell reference: JR-5477 Location: Salisbury, Wiltshire
Salary: £35000 per Annum Contract: PermanentIndependent Financial Advisor
Location: Wiltshire
Salary: £20,000 - £35,000 + bonusesHere lies an exciting opportunity to work within a successful IFA practice in Wiltshire. 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's head office, you will provide independent financial advice to your own client bank and the company's clients
You will liaise closely with the support staff and other IFA's
Your support staff will take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios
You will have vast experience with a good technical knowledge of pension regulation and investment portfoliosSkills and Qualifications
Full FPC qualification
Diploma qualification (or working towards it to be qualified by 2012)
GCSE in Mathematics, English Language and English Literature
Proven track record as a Financial Advisor
An excellent communicator to deal with both clients and staff
Proactive and able to work both as an individual and part of a team
The ability to delegate and manage where required
Desire to progress your own industry knowledge and develop professionally
Flexible to have client meetings at their work or home
IT literate with Microsoft Word, Excel and Outlook
Experience using industry specific applications advantageousBenefits
Basic salary of £20,000 - £35,000
OTE of £75,000. Bonus structure based on earnings
21 days plus extra holiday over Christmas
In house support on IT system
Company pension
In house admin support and paraplanning provided
Office and meeting room providedAdd to Folderreference: JR-5477
IFA
consultant: James Rendell reference: JR-5634 Location: London
Salary: £45000 per Annum Contract: PermanentPosition: IFA
Location: London
Basic salary: £45,000 + bonusAn Independent Financial Advisory practice that specialise in corporate and private wealth management are looking to add a Diploma Qualified IFA with a strong track record to join their expanding team
They are ideally looking for Financial Advisors with a proven track record in holistic financial planning and who are already at or progressing to diploma level, with experience in working in mortgages, investments, tax and / or pensions. Full administration and paraplanning support is provided
Duties and Responsibilities:
This role will be target driven so you will be used to working to KPI's
You will continue your professional development and be keen to take further exams
Offering whole of market advice
Responsibility for full client relationship from point of sale through to continual client management
Offer and advise on a full product range
Convert warm leads and orphan clients into profitable businessSkills and experience
You will have your own active client bank
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 communicatorAdd to Folderreference: JR-5634
IFA
consultant: James Rendell reference: JR-6009 Location: Manchester, Lancashire
Salary: £50000 per Annum Contract: PermanentSelf Employed IFA
Salary: OTE £50,000
Location: ManchesterOur 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 its clients nationwide
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 aspirationsJob 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
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
You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
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
Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referralsExperience and Requirements
You will have the drive and determination to clutch this opportunity
You will have 3 - 5 years experience as an IFA, preferably with an active client bank
You will be pro active and continue to generate leads, referrals and introducers
Full training is provided on affinity group sessions
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 2012Add to Folderreference: JR-6009
IFA
consultant: James Rendell reference: JR-6011 Location: Newcastle, County Down
Salary: £50000 per Annum Contract: PermanentSelf Employed IFA
Salary: OTE £50,000
Location: NewcastleOur 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 its clients nationwide
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 aspirationsJob 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
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
You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
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
Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referralsExperience and Requirements
You will have the drive and determination to clutch this opportunity
You will have 3 - 5 years experience as an IFA, preferably with an active client bank
You will be pro active and continue to generate leads, referrals and introducers
Full training is provided on affinity group sessions
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 2012Add to Folderreference: JR-6011
IFA
consultant: James Rendell reference: JR-6021 Location: Dorset
Salary: £50000 per Annum Contract: PermanentIFA
Location: South West
Salary: Self employedThis is a fantastic chance to join a well respected experienced IFA practice
Current clients of this practice include private individuals and SME directors
They are fully RDR ready with a competitive fee structure in place; this company brings a refreshing approach to advising upon and dealing with its clients assetsSkills 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
At least at Diploma level or close to achieving it
Self motivated individual with a proven track history of client developmentBenefits:
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
Leads are available to supplement your existing client base
Full technical support and paraplanning provided, all PI/FSA fees paid.Add to Folderreference: JR-6021
IFA
consultant: James Rendell reference: JR-6022 Location: Bristol
Salary: £55000 per Annum Contract: PermanentFinancial Adviser
Base Salary: £35,000 OTE £55,000
Location: BristolOur client is searching for an established and competent Adviser who can join their team. The company, with over 20 years experience working with business owners and High Net Worth clients, are providing this excellent opportunity with a competitive salary and commission structure.
Job Description
Liaise closely with the Sales Manager to ascertain a development plan to ensure the company's business and regulatory measures are met
Build new and existing customer relationships, whilst reviewing their circumstances and addressing as appropriate
Obtain and record the required and necessary information using fact find forms to enable a full analysis of client circumstances, and current and future needs; thus meeting regulatory 'Know Your Client' and suitability requirements
Demonstrating competence in all stages of the advisory process and ensure the company's high standards are met
Operate at all times within the rules and guidelines of the FSA, as documented in the company's compliance procedures, FSA principles for business, FSA Conduct of Business handbook and the 6 TCF consumer outcomes
Ensure that competence is attained, maintained, assessed and recorded via the Training & Competence program - to include an ongoing program of Continuous Professional Development
Ensure activities carried out meet with and are compliant with company protocol, health and safety, legal, and environmental policies
Fully prepare information in advance of meetings liaising with paraplanners and sales support
Following client meetings prepare reports and recommendations accurately and in good time
Present solutions to clients in order to achieve their needs and objectives
Attend pre-brief and debrief meetings for all sign-ups, providing full information and completed documentation to enable business to proceed in an effective and timely manner
Update back office CRM system for cases to proceed and meet target completion dates
Manage and maintain effective client relationships
Provide any outstanding information or documentation to paraplanner or sales support
Carry out regular annual reviews with existing clients in order to meet our service standards and responsibilities, and maximise new business opportunities
Consult specialist/compliance manager on areas outside of competencySkills and attributes
Good team player
Flexible and adaptable to change
Ability to work under pressure when driven by targets
Able to build rapport and communicates well and professionally
Actively seeks knowledge and clarification
Acts within the limits of their authority
Ability to manage several items at one time, prioritising those most important
A logical thinker and able to utilise own initiative
Ability to build rapport and gain trust
Resilient, able to handle rejection
Naturally competitive, sales minded, hungry for success
Clear customer focus and treating customers fairlyQualifications
CII CF 1-5 or equivalent preferred
To have obtained or working towards Diploma
General industry knowledge and awareness
Industry specialist knowledge in pension sector, particularly SSAS and SIPP contracts desirable
Good understanding of all relevant legislation and regulation for products being sold
Good knowledge and understanding of regulatory (FSA) procedures, requirements, changes etc
Maintain ongoing awareness of products and legislation changes
Excellent knowledge and understanding of compliance
High level product knowledge required and to be maintained
Good understanding of internal administration procedures and systems
Possess a good understanding of Anti Money Laundering and Data ProtectionAdd to Folderreference: JR-6022
IFA
consultant: James Rendell reference: JR-6046 Location: Bath, Somerset
Salary: Contract: PermanentFinancial Advisor
Location: Bath
Salary: £competitive + bonusesHere lies an exciting opportunity to work within a successful IFA practice in Bournemouth. 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's plush office, you will provide independent financial advice to your client bank aoffering a top level of financial advice
You will liaise closely with the support staff and other IFA's
Your support staff will take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios
You will have vast experience with a good technical knowledge of all financial products including pension regulation and investment portfoliosSkills and Qualifications
Full FPC qualification
Diploma qualification (or working towards it to be qualified by 2012)
Proven track record as a Financial Advisor
An excellent communicator to deal with both clients and staff
Proactive and able to work both as an individual and part of a team
The ability to delegate and manage where required
Desire to progress your own industry knowledge and develop professionally
IT literate with Microsoft Word, Excel and Outlook
Experience using industry specific applications advantageousBenefits
Competitive salary + Benefits
Bonus structure based on earnings
In house support on IT system
In house admin support and paraplanning providedAdd to Folderreference: JR-6046
IFA
consultant: James Rendell reference: JR-6048 Location: Bedfordshire, Berkshire, Birmingham, West Midlands, Bristol, Buckinghamshire, Cheshire, County Durham, Dorset, Essex, Gloucestershire, Hampshire, Huntingdonshire, Lancashire, Leicestershire, Lincolnshire, London, Middlesex, Monmouthshire, Northamptonshire, Northumberland, Oxfordshire, Pembrokeshire, Shropshire, Somerset, Suffolk, Surrey, Sussex, Warwickshire, Wiltshire, Worcestershire, Yorkshire
Salary: £50000 per Annum Contract: PermanentSelf Employed IFA
Salary: OTE £50,000
Location: NationwideOur 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 its clients
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 aspirationsJob 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
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
You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
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
Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referralsExperience 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 FPC or CeFA qualifiedAdd to Folderreference: JR-6048
IFA
consultant: James Rendell reference: JR-6065 Location: Manchester, Lancashire
Salary: £50000 per Annum Contract: PermanentSelf Employed IFA
Salary: OTE £50,000
Location: ManchesterOur 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 its clients
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 aspirationsJob 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
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
You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
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
Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referralsExperience 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 FPC or CeFA qualifiedAdd to Folderreference: JR-6065
IFA
consultant: James Rendell reference: JR-6069 Location: Worcestershire
Salary: Contract: PermanentIndependent Financial Advisor
Location: Worcestershire
Salary: £negotiable
A small boutique independent financial advisers is looking to take on an IFA. Our client prides themselves on providing advice based on the simple principles of honesty, integrity and empathy allowing them to engage with their client base.
As an independent financial adviser you will listen to your clients in confidence and study their entire financial position. This is the most important part of the planning process to ensure you are fully aware of their current financial situation, their individual needs and aspirations, and requirements for financial security. Allowing you to design a financial plan unique to your client's requirements.
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
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 PlannerAdd to Folderreference: JR-6069
IFA
consultant: James Rendell reference: JR-6074 Location: Surrey
Salary: £50000 per Annum Contract: PermanentSelf Employed IFA
Salary: OTE £50,000
Location: ManchesterOur 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 its clients
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 aspirationsJob 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
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
You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
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
Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referralsExperience 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 FPC or CeFA qualifiedAdd to Folderreference: JR-6074
IFA
consultant: James Rendell reference: JR-6097 Location: Cirencester, Gloucestershire
Salary: Contract: PermanentFinancial Advisor
Location: Gloucestershire
Salary: £Self EmployedAn established firm of Financial Advisers are looking to for an IFA to join their family business. In business for over 25 years, they are seeking an experienced IFA with an existing client bank, maybe looking for a Company to help support them in a progressive environment post RDR. There is a competitive commission structure paid whilst administration support is also offered. The right candidate could potentially purchase the business in 4 - 5 years, proving this to be a really exciting opportunity
Responsibilities:
To provide face to face Holistic Advice to your existing client bank
To operate in a compliant manner within FSA regulations
Work to the company ethic which is very much customer orientated on providing excellent service
You will desire to achieve Continuous Professional Development towards Chartered statusQualifications:
Proven track history of billing
Fully compliant work history
Diploma qualified with a desire to become charteredAdd to Folderreference: JR-6097
IFA
consultant: James Rendell reference: JR-6126 Location: Bournemouth, Dorset, Poole, Dorset
Salary: £35000 per Annum Contract: PermanentFinancial Advisor
Location: Bournemouth
Salary: £25,000 - £35,000 + bonusesThis successful IFA practice in Bournemouth are seeking new advisors to join them 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 Bournemouth, you will provide independent financial advice to your client bank aoffering 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 investmentsSkills and Qualifications
Full FPC qualification
Diploma qualification (or working towards it to be qualified by 2012)
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
Experience using industry specific applications advantageousBenefits
Basic salary of £25,000 - £35,000
Bonus structure based on earnings
Admin support and paraplanning providedAdd to Folderreference: JR-6126
IFA
consultant: James Rendell reference: JR-6136 Location: Bournemouth, Dorset
Salary: £40000 per Annum Contract: PermanentFinancial Advisor
Location: Bournemouth
Salary: £competitive + bonusesHere lies an exciting opportunity to work within a successful IFA practice in Bournemouth. 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's plush office, you will provide independent financial advice to your client bank aoffering a top level of financial advice
You will liaise closely with the support staff and other IFA's
Your support staff will take care of all procedures, new business processing, research and reviews, compliance monitoring and constructing portfolios
You will have vast experience with a good technical knowledge of all financial products including pension regulation and investment portfoliosSkills and Qualifications
Full FPC qualification
Diploma qualification (or working towards it to be qualified by 2012)
GCSE in Mathematics, English Language and English Literature
Proven track record as a Financial Advisor
An excellent communicator to deal with both clients and staff
Proactive and able to work both as an individual and part of a team
The ability to delegate and manage where required
Desire to progress your own industry knowledge and develop professionally
Flexible to have client meetings at their work or home
IT literate with Microsoft Word, Excel and Outlook
Experience using industry specific applications advantageousBenefits
Competitive basic salary plus benefits
Quarterly bonus structure based on earnings
In house support on IT system
In house admin support and paraplanning provided
Office and meeting room providedAdd to Folderreference: JR-6136
IFA
consultant: Isabelle Madams reference: JR-6179 Location: London
Salary: £50000 per Annum Contract: PermanentIFA
Location: London (and surrounding areas)
Salary: £Self EmployedYou are an IFA with an entreprenurial flair with a client bank generating at least £70,000 new business a year looking to join a Multiple award winning business who guarantee that with their help and support you will become an IFA looking to generate in excess of £150,000 per annum with the benefits that will bring.
Duties:
To service your client bank holistically as a fully independent advisor whilst utilising the support and back office teams supplied by our client
Benefits:
Full ownership of your clients with an excellent commission split on business generated
RDR ready Company which is Directly authorised
The business ethos is team based which will allow access to additional clients
Prestigious office locations
In house Investment Management Brand
Full Sales support including Paraplanning and Compliance teams
A dedicated Marketing team onsite
Excellent IT support
In House support through further exams
Employee Benefits and GI divisionAdd to Folderreference: JR-6179
IFA
consultant: James Rendell reference: JR-6305 Location: Worcestershire
Salary: £40000 per Annum Contract: PermanentSelf Employed IFA
Salary: OTE £50,000
Location: WorcestershireOur 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 its clients nationwide
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 aspirationsJob 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
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
You will also advise company directors and shareholders on directors' share protection, key man insurance, staff benefit packages, corporate investment and business exit strategies
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
Substantial leads are provided through affinity groups, where you will be required to present your products and services to groups of up to 12 - 15 people, a great chance to generate new business leads and to gain referralsExperience and Requirements
You will have the drive and determination to clutch this opportunity
You will have 3 - 5 years experience as an IFA, preferably with an active client bank
You will be pro active and continue to generate leads, referrals and introducers
Full training is provided on affinity group sessions
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 2012Add to Folderreference: JR-6305
IFA
consultant: Isabelle Madams reference: JR-6444 Location:
Salary: £50000 per Annum Contract: PermanentIndependent Financial Advisor
Location: Tewkesbury
Salary: £negotiable
A small boutique independent financial advisers is looking to take on an IFA. Our client prides themselves on providing advice based on the simple principles of honesty, integrity and empathy allowing them to engage with their client base
As an independent financial adviser you will listen to your clients in confidence and study their entire financial position. This is the most important part of the planning process to ensure you are fully aware of their current financial situation, their individual needs and aspirations, and requirements for financial security. Allowing you to design a financial plan unique to your client's requirements
Responsibilities:Have an active client bank
Meet existing and 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
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 PlannerAdd to Folderreference: JR-6444
