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54

Independent Financial Advisor jobs in Surrey

 
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  • Regulated Financial Adviser

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    • £45,000 - £55,000 per annum, OTE
    • Croydon
    • 4 days ago
    • 0 applications

    Our client is a regulated firm of Financial Advisers. Due to growth, they are seeking a regulated financial adviser to join them. You will need to be Level 4 Diploma (CII DipPFS preferred) as well as being technically strong in pensions, investments and personal taxation. You will need to be comfortable...

  • Independent Financial Advisor

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    • £40,000 - £120,000 per annum, inc benefits
    • Guildford
    • 18 September
    • 0 applications

    A top end, modern wealth manager, now requires a successful IFA to join their existing financial planning team. Our client who advises on pensions and investments, within a whole of market, would like a Diploma qualified advisor to come on board and advice within these areas to private clients. Most...

  • Financial Planning Manager

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    • £50,000 - £60,000 per annum
    • Reigate
    • 28 August
    • 5 applications

    Company Information Our client provides comprehensive, independent financial advice and investment management services to their clients. They have a history that goes back to the early 1800’s.They are a PLC subsidiary managing Investments on behalf of private clients, trusts, charities and pension...

  • IFA Role - clients provided

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    • £50,000 - £80,000 per annum
    • Virginia Water
    • Today
    • 1 applications

    Our client, a well established, reputable and successful Chartered IFA practice is looking for an experienced Adviser to join the team to take over a portfolio of clients from a Director of the business who has recently retired. This role is dealing predominately with clients who have £50,000 - £100...

  • Save
    • £38,000 - £43,000 per annum
    • Croydon
    • 22 September
    • 1 applications

    Do you want the security of an employed position without being Micromanaged? Do you seek support through clients and leads but still have the drive to generate a percentage of your own business? Recruit UK is representing a successful and reputable Financial Planning Firm who has a national presence...

  • Equity Release Adviser

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    • £25,000 - £45,000 per annum
    • Surrey
    • 22 September
    • 3 applications

    The group has experienced consistent growth, and expansion plans include potential new product launches and possible acquisitions building on recent deals that have included the launch of a home buying and selling service - They have won several awards and are seeking a dynamic adviser within the south...

  • IFA - award winning practice

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    • £30,000 - £60,000 per annum, inc benefits, OTE
    • Guildford
    • 18 September
    • 3 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...

  • Financial Advisor

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    • £18,000 - £22,000 per annum
    • Sutton
    • 4 days ago
    • 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...

  • Senior IFA Administrator

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    • £30,000 - £32,000 per annum
    • Guildford
    • 5 days ago
    • 2 applications

    Senior IFA Administrator The salary for this position will is between £30,000-£32,000 depending on experience. This is a full time Monday to Friday position, hours of work 9.30am - 5.30pm. My client, based in Guildford in the financial industry is currently recruiting for an experienced Senior IFA...

  • Protection Advisor £75k OTE

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    • £24,000 - £75,000 per annum, OTE
    • Dorking
    • Yesterday
    • 1 applications

    Organisation Description My client is a rapidly expanding private and corporate protection company who are the sister company of a globally recognized protection specialist. They are now looking to increase the team with a number of home based advisors who can develop their local area whilst establishing...

  • Wealth Adviser - Guildford

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    • £40,000 - £75,000 per annum
    • Guildford
    • Yesterday
    • 16 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...

  • IFA ( Fully employed and supported) Epsom Town

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    • £30,000 - £55,000 per annum, OTE
    • Epsom
    • 28 August
    • 2 applications

    Our client, a well established IFA practice based in the heart of Surrey is looking for an experienced IFA to take over the client bank of an Adviser who is leaving the industry. Our client offers a comprehensive financial planning service; predominately pensions and investments as part of retirement...

  • Financial Adviser - 90% of business provided

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    • £38,000 - £43,000 per annum
    • Croydon
    • 5 days ago
    • 0 applications

    Do you want the security of an employed position without being Micromanaged? Do you seek support through clients and leads but still have the drive to generate a percentage of your own business? Recruit UK is representing a successful and reputable Financial Planning Firm who has a national presence...

  • IFA

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    • Competitive salary
    • Epsom
    • 27 August
    • 3 applications

    Our client, a well established IFA practice based in the heart of Surrey is looking for an experienced IFA to take over the client bank of an Adviser who is leaving the industry. Our client offers a comprehensive financial planning service; predominately pensions and investments as part of retirement...

  • IFA

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    • £50,000 - £75,000 per annum, OTE
    • Epsom
    • 27 August
    • 2 applications

    Our client, a well established IFA practice based in the heart of Surrey is looking for an experienced IFA to take over the client bank of an Adviser who is leaving the industry. Our client offers a comprehensive financial planning service; predominately pensions and investments as part of retirement...

  • Wealth Manager - Low Salary Validation

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    • £60,000 - £100,000 per annum
    • Surrey
    • 6 days ago
    • 1 applications

    Due to continued success a number of exciting opportunities exist to join a well-respected wealth management consultancy who continue to grow their presence in the London and surrounding markets. Benefiting from significant funding and backing from an extremely wealthy family office these positions will...

  • Financial Advisor

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    • £30,000 - £150,000 per annum, OTE
    • Epsom
    • 27 August
    • 4 applications

    Exploit the opportunities that exist to offer independent financial advice to clients within the high net worth, professional and corporate market places My client is a firm of wholly independent financial consultants specialising in providing advice to individuals, professionals and companies, regarding...

  • Financial Advisor

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    • £30,000 - £150,000 per annum, OTE
    • Guildford
    • 27 August
    • 2 applications

    Exploit the opportunities that exist to offer independent financial advice to clients within the high net worth, professional and corporate market places My client is a firm of wholly independent financial consultants specialising in providing advice to individuals, professionals and companies, regarding...

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  • Desk Based Financial Consultant

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    • £38,000 - £42,000 per annum
    • Croydon
    • 4 September
    • 5 applications

    Desk Based Financial Consultant Croydon £40,000 + bonus + benefits Our client, a well established and successful IFA practice is looking for an experienced Financial Consultant, from an IFA, provider or Bancassurance background to give pensions and investment advice to an existing portfolio of...

  • IFA (Employed with all leads)-Croydon

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    • £38,000 - £40,000 per annum
    • Croydon
    • 4 September
    • 1 applications

    A rare opportunity has arisen within a large, long established and extremely successful Wealth Manager/IFA. Specific Responsibilities & Objectives Maximise the potential from an agreed database of clients and prospects to achieve key performance targets. To competently provide financial advice...

  • Wealth Manager/IFA

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    • £50,000 - £100,000 per annum
    • Croydon
    • 19 September
    • 1 applications

    Are you a successful Wealth Manager with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative and development support? In order to achieve...

  • Financial Consultant - Employed

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    • £42,000 - £60,000 per annum
    • Croydon
    • 1 week ago
    • 1 applications

    Our client seeks an employed Financial Consultant to offer Full holistic financial advice/strategic financial planning to their clients. What our client is about:- Employed role -negotiable basic They offer a portfolio of existing clients. 90% of existing business comes from the loyal client...

  • Financial Adviser - Home Based - Clients in situ

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    • £40,000 - £45,000 per annum
    • Croydon
    • 19 September
    • 0 applications

    Recruit UK are working on a mandate for a successful and reputable Financial Planning Firm. Our client is offering a superb opportunity that will provide you with the security of a salaried position and give you the freedom to pursue your goals. This is a home based employed proposition covering local...

  • Home Based Financial Planner - Quality Leads and High Earnings

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    • £38,000 - £42,000 per annum
    • Croydon
    • 15 September
    • 1 applications

    Do you want the security of an employed position without being Micromanaged? Do you seek support through clients and leads but still have the drive to generate a percentage of your own business? Recruit UK is representing a successful and reputable Financial Planning Firm who has a national presence...

  • Independent Financial Advisor - Existing Client Bank Provided!

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    • £40,000 - £55,000 per annum
    • Croydon
    • 19 September
    • 1 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...

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