First established in 1998 as a franchise IFA for a large UK financial group, this company was set up in 2001 and is now part of the Openwork Network and operates with 70 staff based out of its Glasgow, Belfast and London offices. The strong, professional culture within the business continues to be developed through its dedicated staff training and development function: The Academy. This is an opportunity to join the firm with a vie...
Our client was first established in 1998 as a franchise IFA of a large UK financial organisation, this highly successful IFA Group was set up in 2001 as part of the Openwork Network and now operates with 70 staff based out of its Glasgow, Belfast and London offices. Having recently appointed a new manager for its London operations ifamatch.com was approached to assist in identifying suitable candidates to join the firm with a view to...
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Date: 8 May
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New Malden, Surrey
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£35,000 - £37,000 per annum, negotiable, pro-rata, inc benefits, OTE
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12 applications
Our client is a successful IFA based in Surrey. Due to expansion an outstanding opportunity has arisen for an ambitious Paraplanner to join the existing support team in Kingston. The role will be to provide full technical and paraplanning support to the senior advisor and work alongside the existing support staff. You will be expected to be able to work directly from client fact finds and provide recommendations, full product research and r...
Our client offers a discreet and sophisticated financial planning service with a longstanding reputation for professional advice and exceptional levels of customer service. They have one of the most experienced and highly qualified teams of financial advisers and planners in the country. They strongly believe in establishing a meaningful dialogue with our clients and tailor the advice accordingly. They are dedicated to...
Exciting opportunity to develop a career in Financial Services Just Mortgages, the Financial Services Division of the Spicerhaart Group is looking for ambitious individuals to be part of our next generation of Mortgage & Protection Advisors. This exciting opportunity offers a chance to take part in the successful School of Excellence Programme an accredited and comprehensive twelve-week training programme supported by the ...
Our client, a leading Private Bank, is offering an exceptional opportunity for an experienced Paraplanner to join a fast-track scheme to become a Financial Planner. The firm deals with complex wealth planning for HNW and UHNW clientele and this new incumbent would initially be responsible for shadowing and supporting one of the firms most successful Financial Planners. Progression into an advisory role yourself would always be the i...
Our client, a leading Private Bank, is offering an exceptional opportunity for an experienced Paraplanner to join a fast-track scheme to become a Financial Planner. The firm deals with complex wealth planning for HNW and UHNW clientele and this new incumbent would initially be responsible for shadowing and supporting one of the firms most successful Financial Planners. Progression into an advisory role yourself would always be the i...
Excellent opportunity for anyone either in sales that wishes to become a Financial Adviser or that works in financial services currently and is frustrated in their role, such as a Sales Support or Paraplanner person. It is ESSENTIAL that you have commenced your financial services examinations working towards the Diploma and have a minimum of R01, but hopefully a couple more of the examinations under your belt. This wealth manag...
Organisation Description The prestigious offices of this reputable financial services company are based close to Piccadilly Circus in the West End of London. Job Description They are looking for ambitious, professional and ethical applicants, who have completed their Financial Planning qualifications, but who may not have had the opportunity to work as a financial adviser, or who...
Trainee Financial Advisor Based - London Package: OTE 1ST YEAR £35K - £45K + 2ND YEAR £55K - £75K - The Company will look at taking people on with either an Employed Package or Self Employed Package within an initial guarantee to support Are you: Part Qualified FPC, CeFA or CF Qualification and looking to progress your career towards completing Diploma. </...
Trainee Financial Advisor Based - London Package: OTE 1ST YEAR £35K - £45K + 2ND YEAR £55K - £75K - The Company will look at taking people on with either an Employed Package or Self Employed Package within an initial guarantee to support Are you: Fully Qualified FPC, CeFA or CF Qualification & Level 4 Diploma, you have achieved these qualifications but h...
Fantastic opportunity for new advisers to the industry, to join this prestigious holistic financial planners in plush new offices in central London. No experience necessary as this planned expansion includes full academy and training to chartered level OR fully diploma'd candidates can also apply to reap the financial rewards this position offers. No new business as existing client bank provided. Never before have i come across this career ...
