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48

Independent Financial Advisor jobs in Surrey

 
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  • Chartered Financial Planner

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    • £55,000 - £90,000 per annum, inc benefits
    • Guildford
    • 14 November
    • 1 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...

  • Employed IFA, Accountancy, Richmond NEW!

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    • £35,000 - £70,000 per annum
    • Richmond
    • 14 November
    • 4 applications

    Our client is a successful and established Accountancy firm with a medium sized IFA business within They are currently looking for an employed IFA to join their team This is an employed role with a Large client base You will be contacting your clients dealing with Financial Reviews Great business...

  • Senior Administrator

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    • £25,000 - £26,000 per annum
    • Guildford
    • 14 November
    • 1 applications

    Senior Administrator My Client is a well established wealth management and financial planning company in Guildford. Their aim is for all of their senior / technical administrators to achieve the diploma in regulated financial planning they will support you in this. As a company they promote achieving...

  • Employed Independent Financial Adviser

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    • £35,000 - £60,000 per annum, OTE
    • Guildford
    • 2 days ago
    • 0 applications

    Exchange Street is working closely with an award winning independent financial planning organisation as they look to recruit an experienced consultant to take over an existing client base across the RG and GU postcode areas. Primarily working with medical professionals, this is a fantastic opportunity...

  • Financial Consultant - Employed

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    • £42,000 - £60,000 per annum
    • Croydon
    • 13 November
    • 8 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 Planning Manager - Streatham 35 hours/ week

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    • £40,000 - £50,000 per annum
    • Thornton Heath
    • 13 November
    • 7 applications

    Our plans to expand the Financial Planning team to offer a wider coverage of the provision of investment advice is aligned with Santander's ambition of being the Best Bank in the UK for our customers. You'll be joining an enthusiastic and passionate network of professionals who are supported by a focused...

  • Financial Adviser

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    • £40,000 - £50,000 per annum
    • Guildford
    • 6 days ago
    • 0 applications

    Job Description We are an exciting boutique investment firm looking for an experienced diploma qualified (ideally including the AF3/G60) high calibre individual to join our newly formed Financial Advisory team. As a discretionary portfolio management firm with an international presence, we have existing...

  • IFA

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    • £50,000 - £75,000 per annum, OTE
    • Epsom
    • 4 November
    • 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...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Weybridge
    • 8 November
    • 1 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

  • IFA

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    • £100,000 per annum
    • Surrey
    • 7 November
    • 2 applications

    An RDR-compliant, long-established IFA practice is currently seeking an experienced Financial Advisor to join its team. This excellent opportunity comes with an active high-net worth client book so transferable clients are not required. You will be providing holistic advice to this client bank. Any individual...

  • Independent Financial Advisor

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    • £40,000 - £120,000 per annum, inc benefits
    • Guildford
    • 30 October
    • 1 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...

  • Finance Officer Charity / Supported Housing x 2

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    • £23,000 per annum
    • Leatherhead
    • 11 November
    • 14 applications

    Finance Officer (Charity / Supported Housing) x 2 Transform Housing & Support helps homeless and vulnerable people to improve their lives. Their mission is to provide housing and support for homeless, vulnerable and excluded people, empowering them to reach their goals and live independent and fulfilling...

  • Independent Financial Advisor - Employed

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    • £40,000 - £100,000 per annum, inc benefits
    • Guildford
    • 4 days ago
    • 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...

  • IFA, HNW Niche Professionals, Home Based to £75k - Kingston

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    • £40,000 - £75,000 per annum
    • Kingston Upon Thames
    • 4 days ago
    • 1 applications

    You will be a proven industry professional with a successful sales and business development track record, be qualified to at least Level 4 and have held CAS in the last 2 years. You will be proficient in providing the full range of holistic financial planning in a forward thinking environment and advise...

  • Employed IFA - Professional Clients

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    • £40,000 - £50,000 per annum
    • Guildford
    • 4 days ago
    • 1 applications

    Our client is one of the UK’s pre-eminent true IFA businesses that has grown an enviable position providing financial advice to key professionals around the UK. They have an excellent and well supported package including salary, expenses, full technical support and also a very attractive validation and...

  • Equity Release Adviser - All leads provided

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    • £26,000 - £80,000 per annum, OTE
    • Guildford
    • 15 November
    • 0 applications

    £26k basic + car allowance + £55k OTE - £80k for top advisors Our client is one of the UK's top specialists in Equity Release and Home Reversion plans is looking for an additional face to face adviser to be based from home. Your role will be to visit customers in their homes to provide quality equity...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Camberley
    • 15 November
    • 0 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

    Save
    • £42,000 - £82,000 per annum
    • Guildford
    • 15 November
    • 0 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

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  • Employed Financial Advisor - HNW CLIENTS PROVIDED - NEW!

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    • £42,000 - £82,000 per annum
    • Croydon
    • 15 November
    • 2 applications

    Employed Financial Consultant - £42,000 - £62k Basic + pension + bonuses + Car Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious...

  • Financial Adviser - Employed - Clients provided

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    • £40,000 - £75,000 per annum, negotiable, OTE
    • Croydon
    • 6 November
    • 9 applications

    Home/Field based Financial Adviser role, excellent company reputation, leads provided and a strong remuneration package. What matters most to you? The security of a salaried position, or the freedom to pursue your business goals? For the right individuals, this offers a way to fulfil both without...

  • Senior Paraplanner

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    • £45,000 - £50,000 per annum
    • Weybridge
    • 5 November
    • 1 applications

    An IFA Practice based in Surrey has an excellent opportunity for a Senior Paraplanner. The ideal candidate will be an experienced, technical individual, who is capable of working alongside a senior consultant, providing holistic planning advice to high net worth and ultra-high net worth individuals...

  • Equity Release Adviser

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    • £25,000 - £45,000 per annum
    • Surrey
    • 4 November
    • 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
    • 4 November
    • 4 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...

  • IFAs-APPOINTMENTS PROVIDED-S/E - Kingston on Thames National

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    • £60,000 - £100,000 per annum, OTE
    • Kingston Upon Thames
    • 4 November
    • 4 applications

    IFAs required - ALL APPOINTMENTS PROVIDED - Self Employed - £60K-£100K National vacancies including Scotland and Northern Ireland Our client is a national practice with positions available around the country and their proposition is one of the finest the industry has to offer. They have spent years...

  • INDEPENDENT FINANCIAL ADVISOR

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    • £28,000 - £45,000 per annum, negotiable
    • Redhill
    • 4 November
    • 5 applications

    Clark James Recruitment are working with a highly professional firm of Independent Financial Advisers who are directly authorised by the FCA. Our client has a strong reputation and a really dynamic attitude. They take a modern, holistic approach to financial planning. The company works very much as...

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