Employment Type : Full-Time
Manage an existing client base. Manage a book of 150 clients with average AUM 200k - 5m AUM Salary up to 50,000 revenue related salary increases - commission earned on existing business as well as new business! (Validation is 3 x salary) My client is a Croydon-based independent Financial Advice firm. They provide advice across the whole market. They have been providing financial planning services for 40 years, and their clientele is well-establi...
Employment Type : Full-Time
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region. They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning. They have a 25-year history in financial planning in the local area and ...
Employment Type : Full-Time
Financial Adviser - Croydon - Access to 17,000 database of potential clients - Generate new business and earn well from it (OTE 100k ) A key client of mine who I have met and worked very closely with over the past 3 years are an award winning Chartered IFA business with a very ethical and values driven culture and ethos. I have placed 5 staff into the business, and they are looking to expand their team with a brand-new Adviser. The business has ...
Employment Type : Full-Time
Our client is a professional Central Berkshire based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region. They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning. Following a promotion of the existing assistant...
Employment Type : Full-Time
Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region. They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning. Following a promotion of the existing assistant to a parapla...
Employment Type : Full-Time
Are you an experienced Financial Administrator looking for an opportunity to join a successful and expanding wealth management firm? Our client, an independent financial advice business with a strong reputation for providing high-quality advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections, is seeking a talented Financial Administrator to join their team in Liverpool. With a client base that...
Employment Type : Full-Time
Manage an existing client base Manage a book of 100 clients with average AUM 1m 100-120k basic salary revenue related salary increases bonus My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and a string of other services. They have a 40 ...
Employment Type : Full-Time
Manage some existing clients from the MD Surrey based Chartered IFA Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of 65- 85k benefits - Chartered IFA situated in Surrey. A Chartered IFA company with a strong ethical and values-driven culture and ethos is one of my most important clients, with whom I have had the pleasure of meeting and working closely over the past year. ...
Employment Type : Full-Time
Financial Planning Administrator with a route to Paraplanner 30k - 35k salary Bonus (10%) No experience required but have started industry exams OR 6 months of experience but keen to sit industry exams Full Study Support, Private Medical Cover and full study support 25 Days Annual Leave plus offices closed over Christmas Your birthday off work and days off work before any industry exams Company trip to France is company wide target is achieved M...
Employment Type : Full-Time
Financial Planning Administrator with a route to Paraplanner 30k - 35k salary Bonus (10%) No experience required but have started industry exams OR 6 months of experience but keen to sit industry exams Full Study Support, Private Medical Cover and full study support 25 Days Annual Leave plus offices closed over Christmas Your birthday off work and days off work before any industry exams Company trip to France is company wide target is achieved M...