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TC Group
Portsmouth
Independent Financial Adviser Portsmouth Salary competitive market rate salary Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days) About the Independent Financial Adviser r
Job Source: TC GroupVision-FS Recruitment
Southampton
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Southampton| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealt
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Southampton
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading National Financial Planning and Wealth Management business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading FTSE 250 UK business, highl
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Newport
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Isle of Wight| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wea
Job Source: Vision-FS RecruitmentPremier Jobs UK Limited
Fareham
This employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank £15m+. As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to grow
Job Source: Premier Jobs UK LimitedPremier Jobs UK
Whiteley
This employed Financial Adviser job in Whiteley provides the opportunity to takeover an existing client bank £15m+. As a Financial Adviser, you will be taking over the responsibility of managing the client’s financial planning and maintaining a strong ongoing relationship. You should look to identify new fee income and business opportunities to gr
Job Source: Premier Jobs UKVision-FS Recruitment
Fareham
Financial Advisor | Independent Financial Advisor Location: Fareham or Surrounding Area Minimum Requirements: Level 4 Diploma | CF30 Financial Advisor Employed or Self Employed roles available £55,000 - £65,000 Basic Salary + car allowance OTE £80,000 - £200,000 | Un-Capped Earnings Potential YOUR NEW COMPANY This is an award-winning national Fina
Job Source: Vision-FS RecruitmentDynamite Recruitment Solutions Ltd
Waterlooville
Recruiting for a Graduate Trainee Financial Advisor to join a thriving and busy team. This is a rare opportunity for the right person to build a flourishing career in financial planning. This is an entry-level position, perfect for someone interested in building a strong career wiand has an interest in finance, economics, wealth.We are looking for
Job Source: Dynamite Recruitment Solutions LtdPortsmouth, Hampshire
Independent Financial Adviser PortsmouthSalary competitive market rate salaryHours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Holiday 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)About the Independent Financial Adviser roleWe are TC Group, the fastest-growing top 25 accountancy firm in the UK. Were business advisors and accountants, with over 30 years of experience weve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businessesWe have an exciting opportunity for an Independent Financial Adviser in our Portsmouth office.Working alongside the Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning including investment planning, company investments, Inheritance tax planning, pension, life and protection. This is a pure advisory role, full para-planning and administration will be provided as well as an existing client base to nurture.For further details of our Financial Services Proposition, Click here: https://www.tc-group.com/services/business/financial-services/Key responsibilities include: establishing contact with potential clients and developing appropriate business relationshipsreviewing existing clients circumstances and address as appropriate to company standardsconstructing appropriate solutions to the principles of best advice; produce reports and recommendations to company standards and implement solutions as agreed with clientsensuring high standards of client care by demonstrating sound competence in all stages of the advisory process.Client meetings will take place using Zoom and face to face. As part of the role you may be asked to travel to appointments and cover other TC offices so a driving licence and car are required. We are looking for candidates with the following skills and experience: fully qualified Level 4 Diploma in Financial Planning / Financial Advisers working towards Chartered ideal previous experience working with accountants is an advantage experienced and current Financial Adviser used to building long term client relationshipsability to self-manage and communicate confidently with TC Partners and other areas of the business own transferable client bank is advantageous but not essentialtechnically proficient good knowledge of tax planning strategies within both personal and company investments holistic knowledge across protection, pension and investment planning organised and professional A generous remuneration package includes:pension scheme 5% employee, 3% employerlife assurance x 4 salaryprivate medical insurance (self) after 5 years servicehybrid, flexible working with core hoursopportunity to purchase additional holiday daysfree car parking access to our corporate reward schemeemployee Assistance Programmeopportunity to develop your skills and progress within the Firmrelaxed and friendly working environmentAbout us TC Group is growing and changing at quite a pace! Were an ambitious group of people with the same aim to create a consistent, high-quality experience for our clients. Like us, our client list is growing were supporting more and more of the UKs ambitious business owners, SMEs and large Corporations and its a real team effort. Were helping them make courageous decisions to grow their businesses.Our key to achieving this is through our knowledgeable, energetic and agile team who work hard to assist our clients businesses, helping them not only with their day-to-day business needs but also to build and deliver their business strategies, goals and ambitions.We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve.We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.JBRP1_UKTJ
Email Alert for Independent Financial Advisor jobs in Portsmouth, Hampshire
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