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Quilter Financial Advisers
Greater London
Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, in
Job Source: Quilter Financial AdvisersQuilter Financial Advisers
greater london, england, United Kingdom
Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland an
Job Source: Quilter Financial AdvisersSt. James’s Place
England, United Kingdom
Are you an ambitious professional looking to progress your career? St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the UK. Operating in London, our largest and top performing practices have
Job Source: St. James’s PlaceLegal & General
united kingdom
Life can sometimes be unpredictable, and it pays to plan ahead. Our aim at Legal & General Retail is to help our customers plan for the unexpected, achieve financial security for their tomorrow, and protect everything that’s important to them. To better understand our customers and meet their needs, we’ve brought our protection, retirement income,
Job Source: Legal & GeneralQuilter Financial Planning
united kingdom
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with
Job Source: Quilter Financial PlanningOasis Crescent
greater london, england, United Kingdom
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term! The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice. Requirements Bachelor's degree in Finance
Job Source: Oasis CrescentQuilter Financial Planning
greater london, england, United Kingdom
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come wi
Job Source: Quilter Financial PlanningRecruit UK | Certified B Corp™
, United Kingdom
Job Title: Financial Adviser Industry: Financial planning Location: Barnet, London Salary: £30,000 - £55,000 plus bonus Job Reference: 9091 Are you a Junior Financial Adviser looking for career development and growth? Job Description: Recruit UK is working on an excellent opportunity for a junior financial adviser to join a small wealth mana
Job Source: Recruit UK | Certified B Corp™London
£ 60000 - 120000/annum benefits and commission
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis.
Transferable clients advantageous, good quality leads provided.
This role can be either office based (free onsite parking available) or fully home based or hybrid. Any UK location considered.
Financial Advisor Role:
You will offer financial advice that is best suited to meet the clients' needs. The services you provide will include retirement planning, Investments, life insurance, income protection, critical illness, Mortgages, and inheritance tax planning. We also have a commercial loan department & Wills; LPAs & Probate therefore identify appropriate leads which will be credited to your target as per agreed percentages.
You will be required to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their needs, aspirations, and financial plans.
You will conduct full client contact from receiving a lead to fact find meetings and presentation meetings with back-office support provided. Help with Intelligent Office (CRM system), electronic ID check and all documents will be sent to clients on your behalf to be signed via DocuSign. Full paraplanning and admin support provided.You will be responsible to ensure a fully compliant file is prepared for each busine...
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