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Starfish People HR
Mansfield, Nottinghamshire
At Park Hall Financial Services we are committed to ensuring that all our customers receive independent, impartial advice tailored to their individual circumstances. We are searching for a qualified adviser to join our fantastic team at our offices in Nottinghamshire. If you are a highly motivated individual with excellent communication skills, the
Job Source: Starfish People HRVision-FS Recruitment
Nottingham
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Derby
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentReed
Mansfield
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proa
Job Source: ReedReed
Nottingham
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proa
Job Source: ReedReed
Mansfield
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proa
Job Source: ReedReed
Nottingham
Reed Financial Services are representing an IFA based in Nottingham seeking a Qualified Advisor to join their growing team. Paying up to £50k dependent on experience. The role will consist of actively managing a portfolio of clients, providing excellent service and identifying further opportunities through understanding the client’s needs. To proa
Job Source: ReedKnight Temple Recruitment
Nottingham
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm. They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments. Please note this is a self-employed role. To be c
Job Source: Knight Temple RecruitmentNottingham
IDEX Consulting are working with a National advisory firm who require a desk-based Financial Advisor to join their successful team. The role will predominantly be home based, with ad-hoc visits to the head offices in Nottingham (typically once per month). The role operates within a fast paced environment, and so this will suit an efficient and methodical character who enjoys working with a high volume number of clients. The business has a strong Paraplanning and administrative team, along with colleagues who are dedicated to filling your diary with client review meetings. Therefore, you are afforded the ability to purely focus on the client and offering financial advice. You must have obtained a Financial Advisory level 4 qualification to be considered for the role. Typical responsibilities include;
Establish contact with clients and gather sufficient information needed to provide suitable advice, whilst ensuring there is enough material information to support the recommendations
Complete all basic documentation for the advice thoroughly
Ensure that the suitability letter is clear and caters for all the areas covered in the Financial Conducts Authority guidelines
Ensure suitable and relevant CPD is undertaken to maintain competence
Be responsible for your own SPS and ensure this is renewed before expiry
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Desk-based Financial Advisor jobs in Nottingham
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