Current Vacancies

• IFA

  consultant: Damien Kelland reference: DK-7243 Location: Bristol
  Salary: £55000 per Annum Contract: Permanent

  Financial Planning Consultant
  Location: Bristol
  Salary: £45,000 - £55,000

  
  This is a superb opportunity to join a renowned firm of Financial Planners allied with a Chartered Accountancy practice in the South West as a Financial Planning Consultant to provide advice to both individuals and corporate entities

  
  Duties and Responsibilities:

  
  Working with both new and existing clients you will be tasked to provide a holistic service on a fee basis
  Clients will include individuals, Businesses and Trustees
  To consistently maintain and develop relationships with both clients and introducers
  Maintain and develop referrals from partners within the practice
  To develop compliant financial planning reports to clearly states the client's needs and your advice and comes under the businesses regulatory requirements
  An understanding of the expectations in an employed role
  An understanding of the MS Office suite is expected, experience with Access would be desirable
  An experienced orator, you will be happy to deliver presentations to groups

  
  Skills and Qualifications:

  
  An Educational Background of minimum A 'level or equivalent
  Qualified to Diploma Level and making progress to Chartered Status
  Relevant qualifications in Tax, Trusts and Pensions would be desirable
  A good understanding of Avelo (Adviser Office) Back office system

  Add to Folderreference: DK-7243

• IFA

  consultant: Damien Kelland reference: DK-7455 Location: Bristol
  Salary: £35000 per Annum Contract: Permanent

  IFA
  Location: Bristol
  Salary: £35,000 + Bonus

  Our client is an RDR ready Financial Planning Practice that due to expansion are looking to employ an IFA at that is at Diploma level. This is an excellent chance for a Certified/Diploma/Chartered Financial Planner to join a highly Professional outfit

  Duties and Responsibilities:

  You will be keen to employ a life planning cycle for your clients, including cash flow forecasting
  Liaising closely with the Paraplanning team to ensure the best possible outcome for the clients
  Representing the company in a highly professional manner at all times
  Work an existing client bank
  Adhering and following all company compliance procedures
  Network and develop Professional connections

  Skills and Qualifications:

  You will be Chartered / Diploma / Certified with the drive to complete further qualifications
  AF3, G60 and a strong understanding of the Pensions market would be ideal
  A history of working to aggressive targets
  A track record of a high conversion rate
  An extremely strong compliance background

  Benefits:

  Leads Generated for you
  Bonus based on business profitability
  Full support and ongoing training

  Add to Folderreference: DK-7455

• IFA

  consultant: Damien Kelland reference: DK-7525 Location: Colchester, Essex
  Salary: £30000 per Annum Contract: Permanent

  Independant Financial Advisor
  Location: Colchester
  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 holistic financial planning

  Skills / Qualifications

  
  Either Full or Part qualified
  A strong background in Independent Financial Planning
  Confident and Professional
  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: DK-7525

• IFA

  consultant: Damien Kelland reference: DK-7627 Location: Lincolnshire
  Salary: £35000 per Annum Contract: Permanent

  Financial Planner
  Location: Lincolnshire
  Salary: £35,000, excellent commission after validation

  This 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

  
  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 allowance

  Add to Folderreference: DK-7627

• IFA

  consultant: Isabelle Madams reference: IM-6825 Location: Fareham, Hampshire
  Salary: £25000 per Annum Contract: Permanent

  Independent 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 skills

  Add to Folderreference: IM-6825

• IFA

  consultant: Isabelle Madams reference: IM-6871 Location: Norwich, Norfolk
  Salary: £45000 per Annum Contract: Permanent

  Independent 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 & Responsibilities

  Add to Folderreference: IM-6871

• IFA

  consultant: Isabelle Madams reference: IM-6873 Location: Manchester, Lancashire
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 RDR

  Add to Folderreference: IM-6873

• IFA

  consultant: Isabelle Madams reference: IM-6874 Location: London
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 RDR

  Add to Folderreference: IM-6874

• IFA

  consultant: Isabelle Madams reference: IM-6875 Location: Berkhamsted, Hertfordshire
  Salary: £50000 per Annum Contract: Permanent

  Independent 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 RDR

  Add to Folderreference: IM-6875

• IFA

  consultant: Isabelle Madams reference: IM-6920 Location: Exeter, Devon
  Salary: £40000 per Annum Contract: Permanent

  Independent 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 skills

  Add to Folderreference: IM-6920