Current Vacancies
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: 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
