Are you a successful Client Manager and Advisor looking to the opportunity to deal with UHNW clients? Do you want to work for a specialist, niche firm where you will be given the freedom to manage the affairs of your clients and benefit fully from your endeavours? This niche IFA with a proven record of providing bespoke advice to UHNW clients seeks a skilled Independent Financial Advisor to join their practice. In order to achieve th...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Organisation Description My client a leading Wealth Management and Employee Benefits Company, is currently seekingn to recruit an Employee Benefits Paraplanner to join their existing team based in Amersham, Bucks. From a strong Paraplanning and Employee Benefits background, you will be able to hit the ground running very quickly. Job Description The main purpose of the role will...
Organisation Description My client a leading Wealth Management and Employee Benefits Company, is currently seekingn to recruit an Employee Benefits Paraplanner to join their existing team based in Amersham, Bucks. From a strong Paraplanning and Employee Benefits background, you will be able to hit the ground running very quickly. Job Description The main purpose of the role will...
Our client is one of the UK's largest Financial Service organisations and due to continued expansion they are presently looking to recruit a field based Financial Advisor to join their growing team. Duties include advising clients on a range of financial products in their homes and will include regular evening work. Existing client base and all administration / compliance support will be provided. Previous sales experience is requi...
Mortgage Adviser Basic: 24k + OTE: 45k + Successful and expanding whole of market mortgage brokerage who specialize in the commercial and buy to let arena now seek an experienced Mortgage Advisor to join their team at their head office. The Role Excellent lead source with 100 leads provided per month. Telephone ...
Paraplanner - Hemel Hempstead £up to £35,000 Main Objectives of Role To work closely with Partners to assist them in giving the best advice to clients To ensure that Suitability letters and Reports are produced accurately, compliantly and in a timely manner To ensure that client reviews are accurate and compliant and issued in a timely manner Primary Functions <li...
This is a fantastic opportunity for a highly motivated and talented individual who wants to work within the challenging and rewarding Wealth Management arena. This is a front line Adviser role, offering a comprehensive offer, and reporting into the Senior Manager Wealth Management. The job role forms part of the wider Wealth Management Sales Team therefore working in close partnership with the introducers and peers in this team will be part...
Manage all new client inquiries and identify cross selling opportunities with existing clients. The emphasis is on good client support and management, maintaining client relationships and good long term relationship management. This is not a sale based on cost It is a sales based on value and service, putting the clients needs first at all times. You will be a very self motivate individual who prides themselves in delivering a v...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
We are keen to speak with financial planners/ financial advisers who are looking to develop a career within a lively and successful practice. Ideally you will diploma or close to obtain the relevant exams, you will given an active client bank of 200 individuals and you will be expected to maintain and develop the relationships. You will be advising on mortgage, protection, equity release, investment and pensions products. <...
We are looking to speak with experienced and professional IFAs. Our client is looking to recruit a Financial adviser who is a minimum of diploma qualified, ideally on way to chartered. You will managing clients who are classed as UHNW/ HNW and a majority of the business referrals you will get are IHT, Investments, Trusts and Draw downs. The ideal candidate will be well presented and articulate and be able to communicate ...
Exciting opportunity to a join a growing consultancy as a Senior Pensions Administrator The Role As a Pensions Administrator you will assist consultants and partners on the design, funding, administration and communication of pension schemes helping clients manage a variety of benefit related risks. Assisting to drive forward the shape of future pension provisions and delivering innovative solutions to clients. Working as part...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Are you a fully CeMap qualified mortgage advisor with a proven track record? Can you proficiently convert mortgage leads as well as self generate your own, in a fast paced environment? This role would suit an ambitious CeMap 1, 2 & 3 qualified mortgage advisor from an estate agency, mortgage brokerage or high street bank, who enjoys being part of a team and can respond to being given the autonomy and responsibility to produ...
Hannspree is a global Consumer Electronics manufacturer specialising in Audio Visual technology and extraordinary 3D design that celebrates individuality. World renowned for its cutting-edge boutique products which have a strikingly unique identity and capture the imagination, Hannspree is leading a design-centric revolution that establishes an entirely new class of consumer electronics products. We have an opportunity in ...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who currently or have recently held CAS and who hold Level 4 Diploma. You must have a proven track record...
A boutique HNW financial advisory practice based in the Hemel Hempstead area currently have a requirement for an experienced Paraplanner to work closely alongside the Managing Director and assist with the migration to a fee based proposition. You must be technically strong with extensive experience working with Investments, pensions and IHT. You will be expected to complete detailed bespoke reports for a select HNW client bank and on occasi...
Urgent 3 x Mortgage Advisors required. Are you looking for a new challenge ? Are you Cemap qualified?? If so my client will pay Cemap Qualified Advisors £20 - 22k basic plus car allowance plus bonus OTE £45k in the first year. One of the countries Leading Estate Agents, is looking for mortgage hungry sales advisors to join their busy office. Previous experience in a customer ...
Project Manager - Financial Services / Pensions / Flex Benefits World leading firm requires a Project Manager with a strong background in Project Management to operate in their Project Management practice. You will have experience in Financial Services, Pensions sector, Pensions administration, employee benefits consulting/administration projects, or flexible benefits project management. The position involves working with the...
£26000 - £32000 Our client a highly successful investment focused IFA based in Berkhamsted are now seeking an experienced Paraplanner to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature. The role will involve producing a comprehensive report for the client giving a full summary of the client and the options being conside...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Mortgage Adviser – Tring Competitive Basic + Uncapped Commissions Our client operates as one of the largest Mortgage Services Company’s throughout the UK and due to their business model is able to provide their consultants with a genuine sale and purchase lead source as well as ongoing personal development. Key Points: A financial package to maintain your ongoing responsibilities A genuin...
The Financial Adviser market place is flooded with IFA firms looking to take on Advisers who have healthy client banks or take on advisers and provide them with leads where the quality of the leads is questionable, which is why this opportunity is so strong. AIM-listed since 2000, my clients is the UK's largest autonomous Independent Financial Advice and Wealth Management Group. Offering the financial stability associate...
