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Focus Search and Selection
Weston-super-Mare
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionReed
Bristol
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will
Job Source: ReedReed
Bristol
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will
Job Source: ReedRecruit UK
Bristol
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UKClayton Davies
Greater Bristol Area, United Kingdom
Our client, an independent Financial Advisory firm, are looking for an experienced Financial Adviser to join their team. As an employed Independent Financial Adviser, your role is to understand your clients current and future financial goals. Key Responsibilities: Develop an understanding of the company's core values Ensure clients are serviced i
Job Source: Clayton DaviesIDEX Consulting Ltd
Manchester
Job Description My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients. The Role: To build new client relationships and maintain and develop existing client relationships through effective ongoi
Job Source: IDEX Consulting LtdRecruit UK | Certified B Corp™
Greater Bristol Area, United Kingdom
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UK | Certified B Corp™Pinstripe Personnel
Manchester
Financial Planner Remote - UK wide OTE £100,000+ An award winning Wealth Planning firm based is looking to appoint experienced Financial Planners. The role has arisen due to the firm's expansion and is a fully remote position. This role is an outstanding opportunity for a driven, ambitious and experienced Financial Planner who is looking for the ne
Job Source: Pinstripe PersonnelOldham
Job Title: Financial Planner
Salary: £60,000 - £70,000 + Bonus
Location: Manchester / Huddersfield
A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
The Role:
This role would suit someone who is technically minded and who has a natural ability to develop relationships, create introducers, and create referrals to keep a constant stream of business enquiries coming in. Due to an advisor moving on from the business, there is a client book available for the incoming advisor in this role and the focus will be around nurturing the existing relationships whilst also trying to develop on the relatioships that are in place. There is an excellent bonus structure to accommodate advisors who are looking for a firm that really rewards strong performance and want to maximise their own earnings.
There is also good admin and paraplanning support available for the incoming advisor along with a smooth compliance process from a firm that embrace the use of technology to make the advice process easier.
So, if you are confident in your own ability but being limited by a lack of back-office support or restricted by a limited bonus structure then this could be a great move for you.
The Required Skills:
Level 4 Diploma Qualified as a minimum
Valid SPS and signed off with Competent Adviser Status (CAS)
Personable professional who is comfortable dealing with clients both written and verbally.
Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports.
If you are interested in hearing more about this position, please get in touch with us at Capio.
Financial Planner jobs in Oldham
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