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37

Independent Financial Advisor jobs in Surrey

 
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  • Trainee Adviser - Pensions and Investments Specialist Firm

    Shortlist
    • £20,000 - £30,000 per annum
    • Guildford
    • 4 days ago
    • 2 applications

    Our client is an IFA practice specialising in Investment and Pension advice and QROPS advice to those wishing to emigrate to or from the UK. The company has a vacancy for a trainee adviser who is part or fully diploma qualified. Due to the nature of the advice provided and the area of expertise, the...

  • Guildford Based IFA Company Clients Provided

    Shortlist
    • £35,000 - £40,000 per annum, negotiable
    • Guildford
    • 21 July
    • 2 applications

    This is a fantastic opportunity to work in a niche market place. We've been chosen to provide financial advice and solutions for the specific needs of Medical professionals such as hospital Doctors, Dentists and GPs. We offer independent advice to these professionals. We’re currently looking for an...

  • Wealth Adviser - Guildford

    Shortlist
    • £40,000 - £75,000 per annum
    • Guildford
    • 4 days ago
    • 22 applications

    Exchange Street is continuing to work with one of the pre-eminent names in the wealth management arena, a firm that have been at the forefront of the move to a fee based approach utilising ethical, highly qualified financial planners. As part of their ongoing ambition to be the advisory practice of choice...

  • Financial Advisor / Wealth Manager

    Featured
    Shortlist
    • Competitive salary
    • United Kingdom
    • 13 July
    • 48 applications

    Job Title: Wealth Manager / Financial Advisor True Potential Company: True Potential Investments LLP Location: Throughout the UK Salary and Benefits: Uncapped Earnings - £100K 1st year OTE Basic Salary £60K + Bonus paid quarterly In addition, you receive essential technolo...

  • Chartered Financial Planner

    Shortlist
    • £55,000 - £90,000 per annum, inc benefits
    • Guildford
    • 24 July
    • 7 applications

    A Financial Planning Practice are seeking a Chartered Financial Planner to join their Guildford office: The ideal candidate will have experience of working as an IFA and hold 5 years relevant industry experience. An established HNW client bank is on offer - this is made up of approximately 100 clients...

  • Technical IFA (HNW Client Base)/Operations Manager

    Shortlist
    • £30,000 - £60,000 per annum
    • Surrey
    • 24 July
    • 2 applications

    A leading national, independently operated Insurance Broker and Wealth Management organisation based in Surrey are now seeking an experienced ambitious, motivated professional Individual who will rise to the opportunity that this exciting role will present, whether your ambition lies in developing a...

  • PARAPLANNER

    Featured Ending soon
    Shortlist
    • £30,000 - £38,000 per annum, negotiable
    • Guildford
    • 20 July
    • 3 applications

    We are recruiting for a client that is in need of a new Para planner, we are keen to speak to Para planners that maybe looking for the next move move. With my client being based in Guildford the train route is popular so commuting is a option.  This is a super company for career progression and individual...

  • EB Consultant/IFA - Surrey

    Shortlist
    • £30,000 - £40,000 per annum
    • Weybridge
    • 16 July
    • 3 applications

    A Financial Services organisation with a number of regional offices has an opportunity for an experienced and qualified EB Consultant/IFA to join their Weybridge team. The successful candidate will be working in a busy team who administer approximately 200 corporate clients’ employee benefits. The...

  • Pensions Consultant

    Featured Ending soon
    Shortlist
    • £40,000 - £55,000 per annum
    • Guildford
    • 20 July
    • 3 applications

    I am working with a firm of specialist pensions consultants based in the Surrey area. They manage over 3,500 SIPPs and over 700 SSASs with over £2.5bn of assets under administration. You will be liaising with High Net Worth individuals, giving first class pensions advice for individuals and their companies...

  • Salaried IFA - Professional Clients

    Shortlist
    • £40,000 - £80,000 per annum
    • Croydon
    • 5 days ago
    • 0 applications

    With an enviable reputation for delivering quality advice to key professionals, built over a considerable time, our client is the pre eminent IFA in its market place. Working from prestigious offices , you will have access to the Company’s extensive marketing and seminar activity in this niche marketplace...

  • Senior Wealth Manager

    Shortlist
    • £50,000 - £60,000 per annum, inc benefits
    • Guildford
    • 29 June
    • 15 applications

    A fantastic career opportunity has arose with a leading Wealth Manager for a Senior HNW Independent Financial Advisor to manage an existing client bank and provide a first class consultative service; this is truly a premium position. Principal Activities General Financial planning including personal...

  • Financial Advisor

    Shortlist
    • £18,000 - £22,000 per annum
    • Guildford
    • 2 days ago
    • 0 applications

    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...

  • IFA - award winning practice

    Shortlist
    • £30,000 - £60,000 per annum, inc benefits, OTE
    • Guildford
    • 2 days ago
    • 6 applications

    Exchange Street is currently working with an established award winning financial planning practice in Surrey with a reputation for providing bespoke financial planning solutions with a 'new model’ approach. In preparation for the retirement of one of the teams senior advisers they are currently looking...

  • Retirement Advisor - TEAM GROWTH

    Shortlist
    • £35,000 - £55,000 per annum, OTE
    • Reigate
    • 2 days ago
    • 2 applications

    This is a telephone based advisory role, one in which you will only be working off warm leads as potential customers will already have spoken to one of our clients Retirement Coordinators. Previous sales/advisory experience within financial services is essential. A growing company, a market leader already...

  • Independent Financial Advisor - Existing Client Bank Provided!

    Shortlist
    • £40,000 - £55,000 per annum
    • Croydon
    • 2 days ago
    • 0 applications

    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 of both Corporate and HNW clients. The candidate should be an experienced IFA used to dealing with a range of HNW / Corporate clients. We...

  • Senior Financial Planner

    Shortlist
    • £50,000 - £75,000 per annum, inc benefits
    • Guildford
    • 22 July
    • 7 applications

    A fantastic opportunity has arisen for a Senior Financial Planner with a highly respected IFA Wealth Manager based near Guildford; all HNW and UHNW clients are provided £50,000 to £75,000 plus bonus and benefits depending on experience and qualifications General Financial planning including personal...

  • IFA / Wealth Manager for Surrey/South east

    Shortlist
    • £35,000 - £50,000 per annum, negotiable
    • Croydon
    • 22 July
    • 3 applications

    IFA / Financial Planner Our Client is a respected name within the financial services sector with offices across the UK and are are seeking to recruit an experienced IFA/Financial Planner for the above location. You will be salaried adviser and service a combination of an existing client bank, leads...

  • Independent Financial Adviser - Chartered Accountancy Practice

    Shortlist
    • £35,000 - £40,000 per annum
    • Egham
    • 17 July
    • 0 applications

    We are recruiting for a highly regarded Accountancy Practice and they are recruiting for their Financial Planning team. They require an experienced Private Client IFA to join and manage the on-going relationships with clients. The duties are:- Overall Purpose of the job To manage a portfolio of clients...

  • Chartered Financial Planner

    Shortlist
    • £40,000 - £60,000 per annum
    • Weybridge
    • 17 July
    • 0 applications

    We are pleased to be working with this leading fee based chartered financial planners 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...

  • IFA - North Surrey/Molesey

    Shortlist
    • £40,000 - £50,000 per annum, OTE
    • Molesey
    • 14 July
    • 4 applications

    IFA North Surrey Salary of £40,000-£50,000 + pension and bonus My client is an established and financially sound directly regulated practice with 6 RI’s and support. The company is keen to recruit an additional experienced IFA on a salaried basis to provide independent advice to new and existing...

  • Financial Advisor

    Shortlist
    • £17,000 - £22,000 per annum
    • Sutton
    • 14 July
    • 8 applications

    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...

  • Quality Assurance Consultant - FTC to PERM potential

    Shortlist
    • £24,000 - £26,000 per annum
    • Reigate
    • 13 July
    • 0 applications

    This is a role for someone with financial services experience, ideally within equity release or annuities. Our client is willing to be flexible regarding a candidate’s background and will look at those coming from Compliance or Verification, as well as Pensions Review, Paraplanning or Financial Advice...

  • Financial Adviser - 90% of business provided

    Shortlist
    • £40,000 - £42,000 per annum
    • Croydon
    • 13 July
    • 1 application

    Are you a qualified and experienced Financial Adviser who is seeking support in client generation? Are you looking for an employed, Home Based position with excellent OTE and benefits? Recruit UK are representing one of the UK’s leading financial advisory companies who have over 200 advisers throughout...

  • Bank based IFA, High Net Worth Wealth Arm- NEW

    Shortlist
    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Farnham
    • 8 July
    • 2 applications

    A great opportunity has become available to join one of the top Banks in the World in their prestigious Private Client division You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is an All Leads provided culture with realistic hours...

  • Bank based IFA, High Net Worth Wealth Arm- NEW

    Shortlist
    • £40,000 - £70,000 per annum, inc benefits, OTE
    • Guildford
    • 8 July
    • 5 applications

    A great opportunity has become available to join one of the top Banks in the World in their prestigious Private Client division You will at this stage have been in Financial Services as a qualified Financial Adviser looking for a new challenge This is an All Leads provided culture with realistic hours...

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