A leading private, independent investment management company is looking for experienced private client advisors to service a range of HNW and UHNW clients. The company offers a wide range of wealth management strategies, and prides itself on high calibre service levels. The firm has a good flow of leads and no client base is required for the role. Clients are offered a dedicated client advisor, who serves as a point of contact throughout th...
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Date: 23 April
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Bristol, Avon
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£30,000 - £35,000 per annum
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2 applications
Verridian have been retained to search for a paraplanner/technical advisor to work on a 12 month contract for this very well known and highly respected IFA firm. They offer a broad range of services to help manage their clients wealth and achieve their financial and lifestyle objectives. Their financial advice, investment management and self-directed services can be used separately or as an integrated service. You will be working wit...
This is the best opportunity so far in 2013 for a Tax Advisor or Assistant Tax Manager in a Big 4 firm to move in-house for the first time at a global banking organisation. My client is a major global financial services group who provide personal banking, credit cards, corporate & investment banking and wealth & investment management services. With a market leading global presence they are famous for providing employees wi...
Mortgage Advisor - Buy To Let Mortgages (CEMAP) Norwich, Norfolk Up to £28,000 Plus 21 Days' Holiday, Life Assurance, Death In Service, Healthcare Cover, Pension Scheme Our client is a life insurance provider run by life protection experts. Part of a portfolio of financial services companies, they are owned by one of the fastest growing organisations in the Sunday Times, Independent, Business Weekly and Real Business li...
Kind Consultancy is working with a growing, ethical organisation that is looking to grow their market share throughout the UK. Our client is currently looking for experienced IFA’s to join their team. The purpose of this role is to advice current and potential clients on all aspects of financial planning and wealth management. Successful candidates will build and manage long-term relationships and deliv...
New Posting Are you an experienced Financial planner? Looking for a new employed role?? Our client a successful financial brokerage is looking for a 'Diploma' qualified advisor to look after their HNW and corporate clients/referals. Good product knowledge and proven sales record. You will cover Savings, pension, protection and investment advice. No initial Client bank required as leads provided. Generous ba...
Our client is seeking highly qualified financial/investment sales specialists to join the Private Client Advisor team Someone who has previous success selling portfolio management services to individual investors, and who is goal-oriented, and articulate. Our client a privately-held investment management firm that manages portfolios for high-net-worth private clients and some of the world's major institutions. The Opport...
Mortgage / Insurance /Investment / Financial Advisor / IFA/ Private banking: Senior sales consultant - high net worth clients/high £ investments, no red tape Job Description Keywords: insurance, financial services, premier banking, private banking, personal banking, mortgage consultant, IFA, assurance, wealth management, investment Market leading private healthcare organisat...
Regent Investment Consultants - Financial Adviser - Dubai, UAE Regent Investment Consultants are looking for Financial Advisers to join their existing team in Dubai. Would you like to earn £75,000 - 120,000 GBP tax free within your first year? Are you looking to start or further a career in international finance? Would you like to live in one of the world’s most luxurious locations? Would you lik...
Mortgage / Insurance /Investment / Financial Advisor / IFA/ Private banking: Senior sales consultant - high net worth clients/high £ investments, no red tape Job Description Keywords: insurance, financial services, premier banking, private banking, personal banking, mortgage consultant, IFA, assurance, wealth management, investment Market leading private healthcare organisat...
Job Description Keywords: insurance, financial services, premier banking, private banking, personal banking, mortgage consultant, IFA, assurance, wealth management, investment Marketing leading private healthcare organisation looking for a consultative sales professional ideally from the legal, financial services or insurance sectors to move into this fast moving growth industry from an ever rest...
We currently have a number of opportunities working in the SIPP department at Ascentric in Bath paying between £20K - £25K. As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Financial Advisers to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of the...
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Date: 23 April
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Bristol, Avon
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£30,000 - £35,000 per annum
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1 application
Verridian have been retained to search for a paraplanner/technical advisor to work on a 12 month contract for this very well known and highly respected IFA firm. They offer a broad range of services to help manage their clients wealth and achieve their financial and lifestyle objectives. Their financial advice, investment management and self-directed services can be used separately or as an integrated service. You will be working wit...
80 jobs matching this search were posted in the last week
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Date: 23 April
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Bristol, Avon
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£30,000 - £35,000 per annum
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0 applications
Verridian have been retained to search for a paraplanner/technical advisor to work on a 12 month contract for this very well known and highly respected IFA firm. They offer a broad range of services to help manage their clients wealth and achieve their financial and lifestyle objectives. Their financial advice, investment management and self-directed services can be used separately or as an integrated service. You will be working wi...
Position: IFA Location: Wolverhampton Salary: £30,000 - £40,000 + benefits Here lies an opportunity with a leading Financial Services organisation that prides itself on providing holistic bespoke to its clients. Our client is a well known independent provider of a wide range of products and services including tax, financial advisory and investment management This first class reputable organisation are...
We are currently working with a large Investment Management firm who are looking for an experienced Diploma qualified Individual who is an asset gatherer and able to build relationships with new potential clients quickly. The role focuses on promoting the firms Discretionary Management service to the potential clients. This is a peripatetic regional based client facing role that offers great freedom and autonomy, with huge earnings p...
Our client, a prestigious and award-winning Financial Services organisation in the North of England, is seeking an additional Adviser, either in Yorkshire or the North East, to complement its already thriving Advice Team. This well established business has an enviable reputation for client service, having developed a comprehensive range of financial services solutions for its substantial base of high net worth corporate an...
Our client, a prestigious and award-winning Financial Services organisation in the North of England, is seeking an additional Adviser, either in Yorkshire or the North East, to complement its already thriving Advice Team. This well established business has an enviable reputation for client service, having developed a comprehensive range of financial services solutions for its substantial base of high net worth corporate an...
Great opportunities exist to become part of a successful Wealth Management business with an excellent client-proposition coupled with strong financial backing. These roles would ideally suit successful self-employed Advisers with a healthy client-base who are looking to work as part of a company who have a strong brand and extensive growth plans. Our client, a successful Wealth Management organisation with a national ...
Great opportunities exist to become part of a successful Wealth Management business with an excellent client-proposition coupled with strong financial backing. These roles would ideally suit successful self-employed Advisers with a healthy client-base who are looking to work as part of a company who have a strong brand and extensive growth plans. Our client, a successful Wealth Management organisation with a national ...
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Date: 9 May
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Bristol, Avon
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£50,000 - £60,000 per annum, OTE
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0 applications
Great opportunities exist to become part of a successful Wealth Management business with an excellent client-proposition coupled with strong financial backing. These roles would ideally suit successful self-employed Advisers with a healthy client-base who are looking to work as part of a company who have a strong brand and extensive growth plans. Our client, a successful Wealth Management organisation with a national ...
Our Chelmsford based clients are looking for an experienced Financial Planner for their busy company. You will be developing and implementing financial plans for businesses and individuals utilising knowledge of tax and investment strategies. The Role • Analyse clients financial status • Develop financial plans based on analysis of data • Discuss financial options with clients • Prepare and submit documents •...
HNW Mortgage Broker – London (Private Finance) Our client needs little introduction, they deliver a diligent approach and quality service for which they are renowned throughout the world, helping finance private or commercial property transactions, specialising in large mortgages for main or second homes, investment property, buy-to-let mortgages and commercial property finance. Key Points: A tailored financial...
HNW Mortgage Broker – Oxford Our client needs little introduction, they deliver a diligent approach and quality service for which they are renowned throughout the world, helping finance private or commercial property transactions, specialising in large mortgages for main or second homes, investment property, buy-to-let mortgages and commercial property finance. Key Points: A tailored financial package HN...
Mortgage Broker – Buckingham Leads provided - would suit a Broker with a client bank looking for additional leads. Excellent commission splits Our client is a leading financial services company who prides itself on offering clients expert mortgage advice, whether they are buying their first home, moving, remortgaging or considering a buy-to-let investment property. This is a fantastic opportunity for a qua...
