We are recruiting on behalf of a very large, corporate organisation, experienced in residential sales and lettings of properties throughout the UK. They are seeking bright and talented individuals to join their expanding teams as Mortgage Consultants. The objective of the role will be to provide an effective and efficient mortgage advisory service to customers, ensuring provision of the "best advice" in line with the ...
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Date: 4 days ago
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Bristol, Avon
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£30,000 - £35,000 per annum, pro-rata
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4 applications
Company: This IFA firm is already well ahead of the RDR requirements and provides fee based financial planning advice to its loyal and strong client base. With offices on the outskirts of Bristol, they currently have around 15 advisers and a support team at their head office. Successfully trading for well over 10 years, they now are looking for some compliance support to free up the Director. The Role: Working closely w...
Position: Paraplanner Location: South Devon Basic salary: up to £35,000 Our client is a RDR ready IFA Management practice that are currently enjoying significant business growth. They are now looking for an experienced Paraplanner who is looking to develop their career <br /...
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Date: 4 days ago
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Bristol, Avon
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£50,000 - £70,000 per annum, OTE
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1 application
To provide a high quality financial planning advisory service to existing and prospective clients whilst complying with the requirements of the FSA and the standards set out by the partners of the firm. Lead provided through seminars, networking, and existing clients and centres of influence. The firm receive a lot of referrals due to their well respected name in the market. KEY BEHAVIOURS Client Fo...
Our client has over £850m of funds under management and is growing consistently month on month. However meeting ongoing ambitions as well as the challenges of the RDR requires a new strategic approach and consequently a revised business model. As a result, our client intends to create four separate channels; each with its own sales director, responsible for driving business through it and recruiting and retaining within it....
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...
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Date: 15 May
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Torquay, Devon
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£40,000 - £50,000 per annum
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0 applications
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...
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Date: 15 May
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Bristol, Avon
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£40,000 - £50,000 per annum
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1 application
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...
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...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Ban...
We are excited to offer an opportunity with an award winning and established financial planning firm. Our client is a mutual organisation who pride themselves on offering compliant tailored advice and products to select professional groups including GP’s, Teachers, Dentists and Lawyers. We are looking for Financial Advisers who hold Level 4 Diploma and have experience from an IFA or Ban...
A boutique firm of Independent Financial Advisers based in Trowbridge is looking to recruit an additional administrator to their team. The role is to provide financial planning and administrative support to the Financial Planning Consultants and Paraplanners of the firm. You will be a key team member who develops strong technical knowledge and skills that become indispensable to the Financial Planning team, and someone who works enthusiasti...
Our client is a specialist financial services group which lends money, trades securities and provides advice and investment management solutions to a wide range of clients. They are seeking a professional investment advisor to provide a first-class financial planning advisory service to existing and prospective clients where you will promote the Company as the premier provider of quality financial solutions within the parameters of the FSA’...
Our client, a renowned boutique Independent Financial Advisory Group is looking to recruit a skilled Paraplanner to join their team in Trowbridge. You will work with specialist Private Client consultants, providing holistic wealth management services to HNW individuals. Your role will be to prepare reports and documentation, conduct in depth research and review existing arrangements. You will assist the consultant in services the client nee...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 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 awards and significant growth. We are i...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 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 awards and significant growth. We are i...
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...
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
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Date: 4 days ago
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Bath, Somerset
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£35,000 - £70,000 per annum, OTE
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2 applications
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
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Date: 4 days ago
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Bristol, Avon
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£35,000 - £70,000 per annum, OTE
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1 application
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
£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...
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 ...
