HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
Organisation Description Our well-established client has recently been selected to offer exclusively IFA advice to up to 200,000 members of an affinity group which represents the highest earners in the UK, of which a large percentage earn well in excess of £100,000 pa. The company therefore has an excellent opportunity for a talented IFA to join its ranks and offer sound financial advice to this huge number of profess...
£30k basic + car allowance + Package - £53k on target earnings 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 release advice to clients and agree their needs and aspirations. You will then searc...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses (£70k-£80k OTE) Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to expand ...
Mortgage Adviser – Minehead - Leads provided Part-Time basis, Full Time considered Leads provided from award winning introducer. Vibrant and busy environment. Exclusive products / rates. Uncapped OTE Minimum 12 months mortgage advisory experience. Full CeMAP (Or equivalent) Package: Basic salary £16 - 21k (Dependent on experience - Pro Rata) + Car Allow...
Job Description A well-established IFA firm in Taunton has a vacancy for an innovative Adviser to come in and provide holistic financial advise to a range of individuals. You will be responsible for both an active client bank and for following up leads from the will writing side of the business. While advice will be across the board, it is essential that you are familiar with a range of retirement planning...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
Self Employed Mortgage Adviser – Wells All Leads provided Lots of business Excellent commission splits Are you a mortgage adviser looking to increase your earning potential with a fresh and plentiful lead source? A well reputed IFA in Wells is looking to recruit an experienced adviser to deal with the overwhelming amount of leads that they are generating. Generous commission splits will be paid, use of their office...
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Date: 5 days ago
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Yeovil, Somerset
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£50,000 - £80,000 per annum, OTE
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1 application
My Client is a leading Chartered Financial Planning and Chartered Accountancy Firm in the South West. They have enjoyed many years success and growth. They are seeking a high calibre professional Independent Financial Adviser to join their vibrant team in the Yeovil office. The ideal candidate will be fully level 4 qualified with a desire to obtain Chartered Status within the next 12 months. Solid and secure experience working as an ...
You will be working with a team of consultants who provide holistic financial planning advice across Investment Management, Life Insurance, Corporate Pensions and Tax Planning for a high-net worth client portfolio. The role will include technical research, preparing suitability letters and annual reports, as well as attending client meetings. This is a brilliant opportunity to work for a genuinely client-focused practice offering a realisti...
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Date: 5 days ago
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Yeovil, Somerset
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£50,000 - £80,000 per annum, negotiable, inc benefits, OTE
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1 application
Due to organic growth, my client, a reputable and long standing Accountancy and Financial Services organisation, is looking to enhance its operation with the appointment of a Financial Planner in the Yeovil area. My client is one of the largest and most reputable Financial Services groups in the South of England.It has a series of regional offices throughout the South West, with both an Accountancy and Financial Services presen...
Organisation Description A well-established IFA firm in Bridgwater has a vacancy for an innovative IFA to come in and provide holistic financial planning to a range of this growing company's clients. Job Description You will be responsible for both an active client bank and for advising high net worth individuals from a recently acquired client bank.<...
£30k basic + car allowance + Package - £53k on target earnings 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 release advice to clients and agree their needs and aspirations. You will then searc...
£30k basic + car allowance + Package - £53k on target earnings 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 release advice to clients and agree their needs and aspirations. You will then searc...
£30k basic + car allowance + Package - £53k on target earnings 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 release advice to clients and agree their needs and aspirations. You will then searc...
Job Description Our client, a well-established Chartered Accountants with a rapidly expanding Financial Services arm, is seeking a couple of advisers to help provide excellent financial advice to its expanding client bank. Based in Taunton, the newly created roles can be either office or home based (throughout the South West), and are self-employed. However, a large number of excellent leads are supplied, ...
Job Description My client is an impressive HNW firm in Somerset that has been established for over 25 years. They have a highly advanced investment model and are currently looking for an established, well-qualified IFA to assist in managing their extensive client bank. This high profile role will be mostly office-based near Taunton and involve advice to affluent clients across a range of retirement and inv...
Due to continued growth Ambridge Harris is recruiting for a Financial Planning Administrator based in Yeovil. You will provide administration support to the consultants and paraplanners including preparation for client meetings, investment summaries, creating and maintaining client records and process new business applications. Responsibilities: Confirming client appointments by letter & enclosing relevan...
Due to continued growth Ambridge Harris is recruiting a Financial Planner based in Yeovil for a growing and successful financial practice. You will contribute to an already profitable business by winning clients, cross selling additional services and securing recurring work from clients. Responsibilities include: Manage client relationships proactively from initial set up meetings to ongoing service iss...
Due to continued growth Ambridge Harris is recruiting a Group Personal Pensions Administrator based in Yeovil for a growing and successful financial practice. You will be part of the Pensions team working alongside the Financial Planners to manage and administer their Group schemes. Responsibilities include: Setting up of new Group Personal Pension schemes Preparing client packs for exist...
Organisation Description My Client is a leading South West IFA based in Taunton and are a highly regarded accounting, tax and business advisory firm. Job Description Main tasks: - Compilation of client reports - Managing the whole process of reviewing clients needs - Assessing outstanding information required to pr...
Organisation Description My client is one of the biggest and most reputable firms in the area providing whole of market advice specialising in Wealth Management. As well as Investment and Pension advice my client also offers a comprehensive service including Estate Planning, Inheritance Tax mitigation, Trust Planning, School Fees Planning & Protection both personal and professional <s...
Organisation Description My client is one of the biggest and most reputable firms in the area providing whole of market advice specialising in Wealth Management. As well as Investment and Pension advice my client also offers a comprehensive service including Estate Planning, Inheritance Tax mitigation, Trust Planning, School Fees Planning & Protection both personal and professional <s...
