Current Vacancies
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
