Current Vacancies

• IFA

  consultant: James Rendell reference: JR-6808 Location: Bath, Somerset, 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: JR-6808

• IFA

  consultant: James Rendell reference: JR-6865 Location: Northumberland
  Salary: £40000 per Annum Contract: Permanent

  Position: IFA
  Area: Newcastle
  Salary: £negotiable

  An opportunity for an established Financial Advisor to draw a salary against a proven track history of writing consistent amounts of business. You will be a professioanl IFA looking to develop an existing client bank and become part of a firm of IFAs who are looking to grow from strength to strength

  Duties and Requirements:

  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service
  To work towards the company compliance standards and professional development scheme
  To develop and action a business plan to achieve targets
  To maintain and ensure client files are kept up to date
  To builld long term relationships with your clients

  Skills and Qualifications:

  You will be at least CF 1-5 and aspiring towards or hold the diploma
  Currently an established Advisor with CAS status
  Excellent sales and presentation skills
  Professional telephone manner and client facing skills
  Driven and motivated to achieve targets

  Add to Folderreference: JR-6865

• IFA

  consultant: James Rendell reference: JR-6869 Location: Addlestone, Surrey, Surrey
  Salary: £40000 per Annum Contract: Permanent

  Job Title: Independent Financial Advisor
  Location: London and Surrey
  Salary: £30,000 - 40,000 + bonus + benefits

  Our client is a market leading financial services company with a strong presence in Central London and the surrounding areas. Basing the company on its innovative and values based approach we are delighted to work with them as they continue to expand on their excellent reputation they hold within the financial services sector

  Responsibilities

  Offer a top level of holistic advice to new and existing clients
  To advice prospective clients on the benefits of joining their employers pension schemes and advising on their pension transfer options where applicable
  Book and conduct telephone appointments with clients to gather information and data whilst advising on pension transfer cases
  Selling the benefits of the company to develop new business opportunities both on the telephone and face to face
  Lead generation is provided by a specialist team
  Follow the company process in conducting and offering a full and compliant service to your clients
  The role will be varied and you will be expected to be office based with client visits when necessary
  Dealing with any financial queries and questions from new and existing clients
  Co-ordinate meetings whilst participating in company or department training, competence and development initiatives
  Well organised, energetic and efficient team player who enjoys working to achievable targets

  Experience
  
  At least 2 years experience in a financial advisory sales role
  Excellent product knowledge including pensions and investments
  Clear, concise and professional manner both on the telephone and face to face
  Capable of building and managing relationships
  Personable and conscientious

  Qualifications

  Financial Planning Certificate
  Diploma in Financial Services
  G60 would be advantageous
  Pension transfer experience

  Add to Folderreference: JR-6869

• IFA

  consultant: James Rendell reference: JR-6872 Location: County Down, Newcastle, County Down
  Salary: £20000 per Annum Contract: Permanent

  IFA
  Location: Newcastle
  Salary: up to £20,000 + excellent commission structure

  This is an exciting opportunity for an established Financial Advisor to join an organisation who offers the backing and support to grow and develop your business and client bank.

  Duties and Requirements:

  To provide a holistic Financial Plan to prospective and existing clients
  To provide exceptional Client service building long term relationships
  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
  As well as maintaining current clients you will also have opportunities to rekindle dormant or warm leads with appointments made for you

  Skills and Qualifications:

  You will be diploma qualified or near to it
  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
  Leads are generated, professional development is encouraged

  Add to Folderreference: JR-6872

• IFA

  consultant: Isabelle Madams reference: NL-5647 Location: Barnstaple, Devon
  Salary: £50000 per Annum Contract: Permanent

  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

  Add to Folderreference: NL-5647

• IFA

  consultant: Isabelle Madams reference: NL-5648 Location: Kent
  Salary: £50000 per Annum Contract: Permanent

  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

  Add to Folderreference: NL-5648

• IFA

  consultant: James Rendell reference: NL-5658 Location: Harpenden, Hertfordshire
  Salary: £35000 per Annum Contract: Permanent

  Position: Independent Financial Advisor
  Location: Harpenden
  Salary: £Neg

  
  This is a superb opportunity for an ambitious IFA with practice experience looking to progress within an up an coming IFA in Bristol. You will be joining a leading firm who works extensively within pensions sector.

  The role

  Generating new clients and developing clients from a list already provided
  You will be expected to deal with your own reports but full back office support is given in terms of compliance and Regulation
  To provide all clients with sound financial advice
  Initially assisting one of the senior IFA on visits so client facing experience is desirable (with a view to achieving CAS status)

  Skills and Qualifications

  strong background in Paraplanning / Financial Advice (Preferably Diploma qualified)
  Understanding of Pensions, Investments and Protection is crucial
  Confident and Professional
  Progressing toward RDR qualifications and Current CAS Status

  Benefits

  Client Bank availabler to work from
  Full support through any exams you wish to take
  An extremely strong back office / support team

  Add to Folderreference: NL-5658

• IFA

  consultant: James Rendell reference: NL-5980 Location: Bristol
  Salary: £30000 per Annum Contract: Permanent

  Independant Financial Advisor
  Location: Bristol
  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 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

  Add to Folderreference: NL-5980

• IFA

  consultant: James Rendell reference: NL-5983 Location: Bristol
  Salary: £28000 per Annum Contract: Permanent

  IFA
  Location: Bristol
  Salary: £Negotiable

  A growing IFA practice has just taken over an established Bristol practice and is looking for an IFA who will be extremely pro-active in working an existing client bank. Superb administration support available on site, and the option to work on an employed or self employed basis

  
  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 or proof of ongoing exams to reach this level
  Proven track history of billing in excess of £70,000
  Fully compliant work history

  Add to Folderreference: NL-5983

• IFA

  consultant: Isabelle Madams reference: NL-5989 Location: Bristol
  Salary: £30000 per Annum Contract: Permanent

  Position: IFA
  Location: Bristol
  Basic salary: £25,000 - £45,000 + bonus

  A national 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 or progressing to diploma level and 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 full product range
  Convert warm leads and orphan clients into profitable business

  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
  Own clients desirable

  Add to Folderreference: NL-5989