IFA Sales Manager Location - Nottingham & Leicester, West Midlands, Cheltenham & South Wales Package • Basic Salary £45-70,000 • Bonuses c£20-30,000 • Benefits Company Profile A reputation for integrity, exceptional products and open, honest, individually tailored WOM advice all set within a HNW environment. All of t...
Organisation Description Our well-established client with an office in Cardiff has an excellent opportunity for a talented IFA to join its ranks and offer sound financial advice to clients across Wales. This opportunity is flexible for you to work from either home or office and is offered on an employed salaried basis. Full administration support is also provided plus assistance with generating leads. ...
Organisation Description Employed IFA in Cardiff My client are a prominent and successful IFA practice within South Wales who are looking to introduce a further experienced Financial planner into the business. With a great reputation and an RDR ready proposition they offer the right advisor an excellent opportunity and negotiable proposition Job Descri...
Organisation Description A well-established international IFA firm in Cardiff has a vacancy for an innovative IFA to come in and provide holistic financial advise to a range of high net worth individuals. The firm currently have a number of loyal clients and funds under management that are not being explored from a financial planning perspective at present. Job Description</...
We are pleased to be working with this leading fee based wealth management group which, due to expansion, currently requires an Independent Financial Advisor / IFA to provide expert advice to their existing database of HNW and Corporate clients. The candidate should be an experienced IFA used to dealing with a range of HNW, UHNW and corporate clients. We seek a candidate who is Level 4 / Diploma Qualified, has strong technical knowled...
Organisation Description Our client is a hugely successful and well established Financial Services Company with a handful of offices across the country. Due to continuing success and expansion they have a hybrid position for a Practice head to take on the responsibility for managing the office whilst also advising clients of the company and your own. Job Description <...
We are looking for an experienced Technical Trainer to work for an innovative and growing charitable organisation in their modern contact centre on the outskirts of Cardiff. You will need to have recent experience within financial services with a broad financial knowledge on products such as pensions, mortgages, protection, savings and investments, tax and welfare benefits. The purpose of the role is to support the m...
Solsbury Solutions are seeking the following Financial Services Professionals who are interested in an exciting business opportunity on behalf of a client. UNIQUE BUSINESS OPPORTUNITY - FINANCIAL SERVICES - UK WIDE My Client has launched a structured regional business opportunity offering enormous potential within the FS market, and are looking to partner with ambitious entrepreneurs with the de...
Employed IFA £40k - £50k + Package + Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team. The role will be office based and they provide fee-based, independent financial advice and investment management services to private and corporate clients. To be considered for this role you will ...
Employed IFA £40k - £50k + Package + Bonuses Verridian have been retained by this independent firm of Wealth advisors who are recruiting for a Diploma qualified financial advisor to join their team. The role will be office based and they provide fee-based, independent financial advice and investment management services to private and corporate clients. To be considered for this role you will ...
Organisation Description Our well-established client with an office in Cardiff has an excellent opportunity for a talented IFA to join its ranks and offer sound financial advice to clients across Wales. This opportunity is flexible for you to work from either home or office and is offered on an employed salaried basis. Full administration support is also provided plus assistance with generating leads. ...
Our Client is an established IFA firm looking for Diploma qualified Independent Financial Advisers The firm is fully RDR ready and has a well-established fee based model They are focused on helping individuals and businesses take control of their long-term security, wealth and financial independence With a proven Lead Generation system, via Professional connections with Accountancy practices, they are looking for an esta...
Our client is a well established Financial Services business with six offices across the UK. They currently require an experienced IFA to join the organisation to both advise clients and oversee the sales team. The ideal candidate will be in a hybrid role at present providing financial advice to private clients as well as managing a small team. The client will also look at IFA's who have previous management experience. Due to n...
Exchange Street is working closely with one of the largest IFA organisations in the UK to help facilitate further growth at the firm. An award winning outfit, they are currently looking to recruit additional advisers throughout the UK. Offering support with advanced qualifications and ongoing training, this is an ideal opportunity for experienced advisers to make a move to an organisation with a RDR ready model that has been in place...
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Date: 16 May
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Newport, Gwent
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£25,000 - £30,000 per annum
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6 applications
Financial Adviser South Wales Basic To £30,000, OTE £60,000 This is an exciting opportunity to work with a reputable Chartered Financial Services firm that has been established for almost 15 years. My client is successful, very client focused and is currently producing a turnover of £800,000 per annum, with £130 million in funds under managemen...
Are you looking to enter the IFA arena, looking fora change or just fed up with working for a Network? If you, like many other Financial and IndependentFinancial Advisers, are finding it increasingly difficult to keep up withregulatory changes and requirements it might be time you talked to us. Not everyone has the same plans or ideas for their business / career, but most people would like someone they can trus...
We have an exciting opportunity for an experienced Independent Financial Advisor to join a Global Wealth Management company based in South Wales. The role will suit a high calibre candidate who is able to provide face to face advice with an emphasis on Sipp, Retirement Planning, Inheritance Tax Planning, QROPS and Savings. You will have the minimum Diploma qualification and would be willing to work towards the level 6 qualifica...
