An excellent opportunity has now arisen for an experienced Financial Planner to join a well established, multi-national and highly respected Wealth Management organisation. The role on offer will be for a confident, professional and ambitious individual to take on some of the companies most affluent clients. You will have a close working relationship with the Investment Managers and will be working from their leads to provide holistic finan...
IFA - Personal & Corporate £35,000 to £45,000 plus benefits and bonus This quality IFA practice deals with Wealth Management for Private Clients and EB advice for Corporate entities. They now require a L4 qualified advisor to provide advice at Board Level whilst also dealing with Individual advice for senior executives within client firms plus new and existing scheme members. The role offers up to £45...
Independent Financial Advisor To £45,000 plus benefits and bonus This quality IFA practice deals with Wealth Management for Private Clients and EB advice for Corporate entities. They now require a L4 qualified advisor to provide advice at Board Level whilst also dealing with Individual advice for senior executives within client firms plus new and existing scheme members. The role offers up to £45,000 salary an...
Corporate Consultant £30,000 to £45,000 plus benefits and bonus This leading IFA and employee benefits consultancy have an excellent market presence and client portfolio in the local area. They offer a full range of services to their corporate clients including EB advice across pensions, group risk and healthcare. They now require a corporate advisor to service an existing portfolio of high value clients operat...
We are pleased to be working with this well established and leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate who is Level 4 / Diploma Qualified, strong technical knowledge to include tax and...
We are pleased to be working with this well established and leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate who is Level 4 / Diploma Qualified, has strong technical knowledge to include tax...
My client a successful Edinburgh based brokerage, are looking for (ideally) a Chartered Financial Adviser, experienced working as a IFA. The role will be based in London, the successful candidate will be offered an established HNW client bank to service. The client bank is made up of 50 key private clients and 400 pension scheme clients. The client bank is an approximate mix of 50% pensions, 40% investments and 10% protection with a ...
Senior Financial Advisers LEBC Group provide impartial financial solutions for individuals and organisations alike. Our services are delivered by specialist, qualified, financial advisers and knowledgeable, dedicated support staff at 12 locations spread throughout the UK. LEBC Group has gone from strength to strength and is today a highly-respected provider of top-quality independent financial advice and employ...
My client is an award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers. They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients in the Private Wealth Department. Working within a mature and supportive environment, you will...
My client is an award winning Chartered Financial Planning firm providing comprehensive, innovative and practical fee based wealth management services for individuals and businesses. A new opportunity has arisen for an IFA to be based in Edinburgh. This is a unique opportunity offering an established HNW client bank to service. Applicants must be Chartered and have experience working as an IFA. Salary negotiable dependent on...
We are pleased to be working with this well established and leading IFA practice which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of personal, HNW and corporate clients. We seek a candidate who is Level 4 / Diploma Qualified, strong technical knowledge to include tax and...
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Date: 29 April
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Edinburgh, Midlothian
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£40,000 - £55,000 per annum, negotiable, inc benefits, OTE
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3 applications
Our client, a forward thinking, reputable Wealth Management firm requires an outstanding IFA to provide a holistic financial planning service based from their Edinburgh offices. Our client’s target client demographic is affluent, HNW private and large corporate/commercial clients mainly sited in the Edinburgh/Glasgow and borders region. Due to a unique situation our client has a large portfolio of orphan clients that due to changes i...
The Client: This first class organisation has been providing independent financial planning services to corporate and individual clients since 1992.They are the PFS Chartered Financial Planners award winners for 2012 and are one of fewer than 250 chartered practices in the UK. They are now seeking to employ a 'Senior Chartered Financial Consultant' for their Edinburgh office. The Role: </str...
2 jobs matching this search were posted in the last week
This leading chartered financial planning practice is currently seeking an experienced financial planner in Edinburgh. In this role you will take over an established client bank and trail revenue generated from both private client and also pension schemes. You must be a chartered financial planner and have a track record of advising both private clients and also dealing with pension schemes. Basic £40,000 to £6...
Chartered Financial Consultant - IFA Wealth Practice My client is a leading IFA Wealth Practice, and looking to augment their advisory team, by securing a Chartered Financial Consultant to service HNW clients in the Edinburgh area. From day 1, you'll get access to an established client base of 50 Private Clients and 400 Pension Scheme clients, with a recurring income of £50,000 per annum & an excellent...
A fantastic position has arisen with a true wealth management firm in Edinburgh. Our client is an extremely highly qualified firm of Wealth Managers and Independent Financial Advisers, and as a result of a key individual relocating abroad a position has arisen for a Chartered Financial Planner to take over a sizeable portfolio of existing wealthy HNW clients. At the outset there is a minimum of 200K of fees to be serviced this year alone an...
The Client: This first class organisation has been providing independent financial planning services to corporate and individual clients since 1992.They are the PFS Chartered Financial Planners award winners for 2012 and are one of fewer than 250 chartered practices in the UK. They are now seeking to employ a 'Senior Chartered Financial Consultant' for their Edinburgh office. The Role: </str...
We are currently looking for a Chartered Financial Planner from an IFA background to joinj our successful niche IFA business Chartered Financial Consultant: The ideal candidate must be Chartered with experience of working as an IFA. The role will be based in Edinburgh and our client is in a unique position to offer the successful candidate an established HNW client bank made up of 50 key private clients and 400 pension...
Our client, who is a reputable, high profile, leading Chartered Financial Planning company, are looking to recruit a Chartered Independant Financial Advisor, for their Office in Edinburgh, to provide an all round financial planning service to clients in line with the requirements of the products, and the Company policy. The principal accountabilities include, but are not limited to: Developing a client bank of...
Our client, who is a reputable, high profile, leading Chartered Financial Planning company, are looking to recruit a Senior Financial Consultant for their Office in Edinburgh, to provide an all round financial planning service to clients in line with the requirements of the products, and the Company policy. The principal accountabilities include, but are not limited to: Developing a client bank of your ow...
Chartered IFA Edinburgh Remuneration: Circa £50k base, plus strong package and bonus My client is an award winning Chartered IFA practice, they are looking to appoint a Chartered qualified financial adviser to their Edinburgh office. My client is committed to offering HNW clients a truly consultative service ensuring their end goals are at the heart of the advice they give. This is an excellent opportunity...
A Chartered Financial Consultant is required to join an IFA practice in Edinburgh. This a unique opportunity to take over an established HNW client bank made up of 50 key private clients and 400 pension scheme clients. The ideal candidate must be Chartered with experience of working as an IFA. The client bank is an approximate mix of 50% pensions, 40% investments and 10% Protection with a recurring income...
A Chartered Financial Consultant is required to join an IFA practice in Edinburgh. This a unique opportunity to take over an established HNW client bank made up of 50 key private clients and 400 pension scheme clients. Main Duties: - Developing a client bank of your own and maximising opportunities within your client bank ensuring profitable relationships are built. Provide inter office ...
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Date: 17 April
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Edinburgh, Midlothian
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£50,000 - £80,000 per annum, negotiable, inc benefits, OTE
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1 application
Due to strong organic growth, our client, a highly reputable and award winning Chartered IFA Practice, is looking to further enhance its Advice Team with the appointment of a Chartered Financial Planner in Edinburgh. Though the Head Office operation is in the North West, the firm has a series of regional offices in key strategic locations across the UK, allowing it national coverage. Having been one of the first few h...
A top end, modern wealth manager, now requires a successful IFA to join their existing team due to continued growth to the client base. Our client who advises on pensions and investments, within a whole of market, would like a Chartered qualified advisor to come on board and advice within these areas to private clients. Most clients that are already being advised are HNW/UHNW individuals who will be expecting a...
