AFH, a Discretionary Wealth Manager and Independent Financial Advisory (IFA) firm, with headquarters in Bromsgrove, Worcestershire, is looking to expand their professional team of Independent Financial Advisers. Having recently floated on the PLUS market and being one of the top 100 IFAs in the country, AFH is committed to retaining its independent status post RDR and continuing to grow its business through IFA acquisitions and the de...
An Opportunity has arisen to work for a leading local authority as a Principle Payroll Advisor. This candidate will be Accountable and responsible for the accurate and efficient payment of salaries in compliance with National Insurance, PAYE, SSP, SMP and Pension Regulations using an on-line payroll system. Essential Requirements are: A minimum of 5 years experience at a senior level with...
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 r...
We are pleased to be working with this well established national IFA practice which, due to expansion, currently requires an Independent Financial Advisor / Employee Benefits Advisor to provide expert advice to their Corporate clients. The candidate should be an experienced IFA used to dealing with a range of corporate clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diplo...
Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to manage an existing client bank with significant funds under management. The candidate should be an experienced IFA used to dealing with a range of personal / HNW clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diploma Qualified, strong ...
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 r...
We are pleased to be working with this leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to join their growing and successful team. The candidate, ideally, should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate with full FPC (or equivalent) and ideally be progressing towards CFP, strong technical knowledge to incl...
Our client is a well established IFA practice based just outside of Cambridge, and as a result of continued expansion currently require several qualifed self employed IFA's to join their expanding and successful team. With access to a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the future...
Our client is one of the Top 100 advisors in the UK and as a result of continued expansion currently require several qualifed IFA's to join their expanding team. Dealing with a full range of products including Investments, Pensions, Protection and Mortgages on a fully independent basis their consultants have access to all of the tools required to ensure the futures of their clients are secure and prosperous. The ideal candidate w...
Independent Financial Adviser - Pension Specialist Nottingham To £45,000 + bonus, pension, DIS, Health Care OTE c£60,000 My client is a professional, well regarded law firm with an established wealth management division, and they now have an excellent opportunity on offer, for an experienced individual to join the company in the position of IFA - Pension Specialist...
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...
Basic up to £75,000 plus superb benefits package and bonus Client bank supplied in some locations and some clients and leads supplied in others Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, indepe...
Basic up to £75,000 plus superb benefits package and bonus Client bank supplied in some locations and some clients and leads supplied in others Wealth Managers or Independent financial Advisors required to advise clients on all aspects of financial planning and wealth management; to adopt a holistic approach in managing long-term relationships with these clients to deliver suitable, indepe...
Job Description My client is a high net worth financial advice practice with a large existing client bank of affluent professionals. They have the financial resources to recruit a number of home-based advisers across the South of the UK. Vacancy details: - been advising genuine high net worth clients since the 1800s. - Employed vacancy which has 90% investments and IHT planning. - Based in Wilt...
Organisation Description My client is a specialist Financial Services company dealing solely with the Armed Forces and most specifically the Army. They specialise in Military kit cover, having their own policy which has been underwritten by Axa plus they also cover life and serious illness cover along with pensions, investments and personal accident Job Description <...
Organisation Description My client is a specialist Financial Services company dealing solely with the Armed Forces and most specifically the Army. They specialise in Military kit cover, having their own policy which has been underwritten by Axa plus they also cover life and serious illness cover along with pensions, investments and personal accident Job Description <...
If you are a high-calibre professional Financial Adviser with a transferable client bank, this promising vacancy is an opportunity for significant career advancement. A prestigious IFA with offices throughout the UK are seeking an ambitious and proven IFA to join their rapidly expanding operation in Exeter. Clients/leads are provided but a small transferable client bank would be desirable. All administration and Paraplanning is provided lea...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
The purpose of the role is to advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs. <...
