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Premier Jobs UK Limited
Coventry
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow. This would be well suited to an individual with 12+ months’ experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business. In ret
Job Source: Premier Jobs UK LimitedPremier Jobs UK Limited
Warwick
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UK LimitedRecruit UK
Birmingham
Job Title: Financial Adviser Location: Birmingham Salary: up to £55,000 REF: 8923 Are you a talented Financial Adviser seeking a rewarding opportunity in Birmingham? Look no further! Recruit UK are working with a continuously growing and expanding Wealth Management firm. With offices located around the Midlands and further South, they’re fast b
Job Source: Recruit UKPremier Jobs UK Limited
Warwick
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead
Job Source: Premier Jobs UK LimitedTHE OPENWORK PARTNERSHIP
Leamington Spa
Are you an experienced financial adviser seeking your next career move? Look no further! Our client is a well-established financial advisory business in the Leamington Spa area, committed to prioritizing their clients' needs above all else. With a strong focus on quality and customer satisfaction, they offer an exceptional opportunity for driven
Job Source: THE OPENWORK PARTNERSHIPPremier Jobs UK Limited
Birmingham
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside estab
Job Source: Premier Jobs UK LimitedRecruitment Circle Group LTD
Warwick
Independent Financial Adviser Job Description: Independent Financial Advisor Salary: Competitive and negotiable based on experience and qualifications Location: Warwickshire Job Type: Full-time Working Hours: 8:00 AM - 4:00 PM Company Overview: Our client puts the team at the heart and soul of their business. They are dedicated to the succes
Job Source: Recruitment Circle Group LTDHeat Recruitment Ltd
Little Packington
Job Title - Independent Financial Adviser Location - Meriden, UK (flexi/remote for advisers within the West Midlands) Salary - dependent on experience / qualifications + bonus We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. Their commitment to del
Job Source: Heat Recruitment LtdCoventry
This Financial Advisor job in North Warwickshire is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales
The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases. The business is continuing to grow at a healthy rate, with no signs of slowing down.
Their clients typically have assets of £1m+ and/or business owners.
You should be a proactive Financial Advisor, regularly identifying business opportunities and networking / nurturing relationships with accountants and solicitors for referrals.
In addition, the group provides Investment Management to clients, therefore you will regularly work with in-house Investment Managers to provide dual benefit to clients.
Financial Advisor Requirements
You must have experience of providing advice on complex financial planning cases
Ideally, you should hold Level 6 Chartered Financial Advisor status or have ambitions of attaining this
You should be a proactive Financial Advisor, capable of creating business opportunities
Ideally you will have experience of working in a small/medium size company
The Company
This long established multi-disciplined wealth management and investment management firm are continually looking to evolve and improve their service to clients. They are well respected within their business community
Culture
This firm believe in a client focused culture, which is supported by their remuneration structure. They do not believe in sales targets or sales bonuses as they would rather you be empowered to do what is right by the client. In addition, they encourage team collaboration and would welcome your input and ideas
Financial Advisor Benefits
Salary of £60,000 - £90,000 plus 8% employer pension contribution, 50% income protection, 4x DIS and individual PMI
Plus, discretionary bonus based on behaviours
25 days holiday + bank holidays (option to purchase an additional 10 days holiday through salary sacrifice)
Support with training and pay for industry qualifications (this includes support with study text and study days)
Once a week in the office with flexibility and autonomy to work from either home or office rest of the week
Location
North Warwickshire
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information
Financial Adviser jobs in Coventry
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