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Resource Matters Ltd
Huntingdon
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdService Service Employment Agency Limited
Peterborough
My client, a well-established and award winning Financial Planning firm located on the southern outskirts of Peterborough, at present, they are currently looking to bolster their administrative IFA support team. The ideal candidate will come from an IFA administrative background however my client will consider someone with a transferable administra
Job Source: Service Service Employment Agency LimitedVision-FS Recruitment
Corby
Financial Advisor | Independent Financial Advisor Location: Corby or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed or Self Employed roles available £55,000 - £75,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning national Financ
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Peterborough
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 RecruitmentHeat Recruitment Ltd
Saint Ives
Job Title: Independent Financial Advisor (IFA) Administrator Key Benefits: * Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc. * Exam Support: Support for professional exams, including coverage for the first sitting. * Employee Benefits: Private medical insurance and 32 days of a
Job Source: Heat Recruitment LtdPARADIGM EMPLOYMENT SERVICES LTD
Spalding
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of an
Job Source: PARADIGM EMPLOYMENT SERVICES LTDBond Recruitment Ltd
Huntingdon
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Cambridge offices. The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects with
Job Source: Bond Recruitment LtdParadigm Employment Services
Spalding
IFA Administrator Exciting opportunity for a Financial Administrator to join one of UK’s leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of an
Job Source: Paradigm Employment ServicesPeterborough
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times. Also all leads are given, therefore the candidate is not expected to bring any clients at all!
In addition, this role is an uncapped earnings potential OTE - £70,000/£80,000
The Independent Financial Adviser will carry out the following:
Attend regular meetings with the technical team and colleagues.
Expand the customer base through referrals and direct contact.
Complete all documentation required by the business.
Act in accordance with the FCA Code of Conduct for company representatives.
Skills and experience:
Ability to build / maintain strong customer relationships.
Professional approach.
Drive and determination to succeed.
Strong communication skills.
Working knowledge of computer systems.
IFA/Financial Planner jobs in Peterborough
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