Current Vacancies

• IFA

  consultant: James Rendell reference: JR-6069 Location: Worcestershire
  Salary: Contract: Permanent

  Independent 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 Planner

  Add to Folderreference: JR-6069

• IFA

  consultant: James Rendell reference: JR-6074 Location: Surrey
  Salary: £50000 per Annum Contract: Permanent

  Self Employed IFA
  Salary: OTE £50,000
  Location: Manchester

  Our client is looking for an experienced financial adviser to join them as they continue to build on their reputation of delivering a first class holistic financial planning service to 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 aspirations

  Job Description

  As an Independent Financial Adviser, you will cover a designated area offering a full financial planning service tailored to meet each clients own specific requirements
  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 referrals

  Experience and Requirements

  You will have the drive and determination to clutch this opportunity
  You will have 3 - 5 years experience as an IFA
  You will be pro active and continue to generate leads, referrals and introducers
  Central back office support will be provided together with training, compliance and research systems
  You will be FPC or CeFA qualified

  Add to Folderreference: JR-6074

• IFA

  consultant: James Rendell reference: JR-6097 Location: Cirencester, Gloucestershire
  Salary: Contract: Permanent

  Financial Advisor
  Location: Gloucestershire
  Salary: £Self Employed

  An 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 status

  Qualifications:

  Proven track history of billing
  Fully compliant work history
  Diploma qualified with a desire to become chartered

  Add to Folderreference: JR-6097

• IFA

  consultant: James Rendell reference: JR-6126 Location: Bournemouth, Dorset, Poole, Dorset
  Salary: £35000 per Annum Contract: Permanent

  Financial Advisor
  Location: Bournemouth
  Salary: £25,000 - £35,000 + bonuses

  This 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 investments

  Skills 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 advantageous

  Benefits

  Basic salary of £25,000 - £35,000
  Bonus structure based on earnings
  Admin support and paraplanning provided

  Add to Folderreference: JR-6126

• IFA

  consultant: James Rendell reference: JR-6136 Location: Bournemouth, Dorset
  Salary: £40000 per Annum Contract: Permanent

  Financial Advisor
  Location: Bournemouth
  Salary: £competitive + bonuses

  Here 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 portfolios

  Skills 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 advantageous

  Benefits

  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 provided

  Add to Folderreference: JR-6136

• IFA

  consultant: Isabelle Madams reference: JR-6179 Location: London
  Salary: £50000 per Annum Contract: Permanent

  IFA
  Location: London (and surrounding areas)
  Salary: £Self Employed

  You 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 division

  Add to Folderreference: JR-6179

• IFA

  consultant: James Rendell reference: JR-6305 Location: Worcestershire
  Salary: £40000 per Annum Contract: Permanent

  Self Employed IFA
  Salary: OTE £50,000
  Location: Worcestershire

  Our client is looking for an experienced financial adviser to join them as they continue to build on their reputation of delivering a first class holistic financial planning service to 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 aspirations

  Job Description

  As an Independent Financial Adviser, you will cover a designated area offering a full financial planning service tailored to meet each clients own specific requirements
  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 referrals

  Experience 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 2012

  Add to Folderreference: JR-6305

• IFA

  consultant: Isabelle Madams reference: JR-6444 Location:
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 Planner

  Add to Folderreference: JR-6444

• IFA

  consultant: Isabelle Madams reference: JR-6469 Location: Bristol
  Salary: £45000 per Annum Contract: Permanent

  IFA
  Salary: £40,000 - £45,000 +
  Location: Bristol

  A national company underpinned with strong ethical standards is looking to recruit an experienced Financial Advisor in their Bristol office

  Responsibilities

  Provide expert, independent advice to clients
  Maintain excellent client relationships with existing clients whilst building in new business opportunities
  Achieve new business sales targets as agreed with the Sales Manager
  Develop professional introducers business network
  Possess your own client bank (which will be ringfenced on arrival)
  An excellent support and Compliance department
  Build good working relationships with sales support and fellow advisors

  Skills and Qualifications

  Diploma qualified or close to it
  Extensive experience within a financial advisory role
  Vibrant tenacious work ethic with excellent communication skills
  CAS Status

  Benefits

  Competitive salary and bonus structure
  Compliance and back office support
  Pension Scheme
  PMI, CI and Life protection
  Motor expenses paid at 45p per mile
  Personal development support
  Orphan clients available
  Own clients are ringfenced
  City Centre office location

  Add to Folderreference: JR-6469

• IFA

  consultant: Isabelle Madams reference: JR-6494 Location: Leeds, Yorkshire
  Salary: £45000 per Annum Contract: Permanent

  IFA
  Salary: £40,000 - £50,000 +
  Location: Leeds

  A national company underpinned with strong ethical standards is looking to recruit an experienced Financial Advisor in their Leeds office.

  Responsibilities

  Provide expert, independent advice to clients
  Maintain excellent client relationships with existing clients whilst building in new business opportunities
  Achieve new business sales targets as agreed with the Sales Manager
  Develop professional introducers business network
  Possess your own client bank (which will be ringfenced on arrival)
  An excellent support and Compliance department
  Build good working relationships with sales support and fellow advisors

  Skills and Qualifications

  Diploma qualified or close to it
  Extensive experience within a financial advisory role
  Vibrant tenacious work ethic with excellent communication skills
  CAS Status

  Benefits

  Competitive salary and bonus structure
  Compliance and back office support
  Pension Scheme
  PMI, CI and Life protection
  Motor expenses paid at 45p per mile
  Personal development support
  Orphan clients available
  Own clients are ringfenced
  City Centre office location

  Add to Folderreference: JR-6494