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6 jobs found

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Recruit UK
27/07/2022
Full time
Financial Planning Director - Exeter - £85k-£110k
£85,000 - £110,000 yearly
Recruit UK Exeter, UK
Role: Financial Planning Director Location: Exeter Salary: £110,000 + Bonus Ref: 16420 Are you an established Financial Planner considering your next move? We are working closely with a Financial Planning lead fully integrated Wealth Manager which is looking for a Director Level Financial Planner to join their team in  Exeter . Following multiple successful mergers over the past 5 years, this company has developed an excellent client proposition and solidified its position as one of the leaders within the profession. With existing clients to inherit, an established network of professional partners, and a large team of internal Investment Managers through which to engage with new clients you will have a strong foundation to develop a book of clients. To help you deliver the best level of service to clients, you will receive dedicated paraplanning and administration, access to subject matter experts, alongside support with marketing and...
Recruit UK
20/07/2022
Full time
Associate Financial Planner - Bristol - £32k-£40k
£32,000 - £40,000 yearly
Recruit UK Bristol, UK
Job Title:  Associate Financial Planner Industry:  Financial Planning Location:  Bristol Salary:  £32,000 – £40,000 Job Reference:  15678   Job Description: Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK’s leading and rapidly growing wealth management firms. Our clients are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role, you will work alongside the Senior Financial Planners to build and develop long-lasting relationships with current and new clients. Duties will include but are not limited to: Build relationships and maintain them with new and existing clients Ensure you support clients to meet financial objectives Remain compliant and up to date with company policy Review clients portfolios annually in line...
Recruit UK
28/07/2022
Full time
Financial Adviser - Nationwide - OTE £50k-£100k
£50,000 - £100,000 yearly
Recruit UK Remote
Job Title: Financial Adviser Industry: Financial Advice Location: Nationwide (home-based) Salary/Earnings: Self-employed OTE £50,000 - £100,000 Reference Number: 16426 Job Description: Are you a qualified Financial Adviser who is thinking about going self-employed? Maybe you already made the leap but are lacking support to establish a client base? If you answer yes to either of the above then read on… Going self-employed can be a daunting prospect. Leaving behind the security of a salary pension and benefits can cause some sleepless nights however many advisers desire the autonomy and freedom of being their own boss. With so many companies out there offering a range of different propositions, finding the best business to align yourself with can be a minefield, and joining the right firm can be the make-or-break decision. The best option for you will depend on your requirements, however, a few key things to...
Recruit UK
27/07/2022
Full time
Financial Adviser - Midlands -£65k-£70k
£65,000 - £70,000 yearly
Recruit UK Leamington Spa, UK
Job Title:  Financial Adviser Industry:  Financial Planning Location:  Leamington Spa Salary:  Up to £70,000 Job Reference:  15757 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice in Leamington Spa. This company aims to provide the highest standard of financial advice and believes that an important element of being able to deliver this quality of service, is because they are fully independent. They are able to explore all possible financial avenues and are able to compare and recommend various products and providers to suit the client’s needs specifically. This role will predominantly be focused on you managing new inquiries and leads. They have a very niche website that generates very good quality HNW leads. In addition to this, they also receive new inquiries via existing clients and referrals alongside this. Both the...
Recruit UK
20/07/2022
Full time
Financial Adviser - Sheffield - £35k-£55k
£35,000 - £55,000 yearly
Recruit UK Sheffield, UK
Job Title: Financial Adviser Industry: Financial Services Location: Sheffield Salary: £35,000 - £55,000 Job Ref: 15990   Job Description: Recruit UK are working on an excellent opportunity for a Financial Adviser in Sheffield to join a well-established UK Financial Advice firm.   Company: This is a national financial planning and wealth management firm which operates from 20 offices across the UK employing over 250 staff, including over 80 highly qualified advisers. It provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. Role: You will provide clients financial advice and make recommendations on how to best meet their goals. The ideal candidate will be able to research the...
Recruit UK
20/07/2022
Full time
Financial Adviser - Midlands - Upto £70k
£65,000 - £70,000 yearly
Recruit UK Leamington Spa, UK
Job Title:  Financial Adviser Industry:  Financial Planning Location:  Leamington Spa Salary:  Up to £70,000 Job Reference:  15757 Job Description: Recruit UK is working on an excellent opportunity for a Financial Adviser to join an Independent Financial Advice practice in Leamington Spa. This company aims to provide the highest standard of financial advice and believes that an important element of being able to deliver this quality of service, is because they are fully independent. They are able to explore all possible financial avenues and are able to compare and recommend various products and providers to suit the client’s needs specifically. This role will predominantly be focused on you managing new inquiries and leads. They have a very niche website that generates very good quality HNW leads. In addition to this, they also receive new inquiries via existing clients and referrals alongside this. Both the...
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