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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
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 LimitedPremier 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 LimitedPremier Jobs UK Limited
Cannock
This employed Financial Adviser job covering North Birmingham, Cannock and Wolverhampton provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing. You will be provided with clients from one of the Directors of the business and also newly acquired clients. The priority is to provide excellent service to
Job Source: Premier Jobs UK LimitedJames Phillip Financial Recruitment
Birmingham
Probably the best job I will advertise this year. Working with a lovely boutique Chartered IFA brokerage near the Jewellery Quarter in Birmingham. With a retiring Director my client is ideally looking for an experienced adviser with an exam or two towards the Chartered qualification. Employed position for a company that offer financial advice to a
Job Source: James Phillip Financial RecruitmentPenderels Trust
Coventry
We are looking for someone to provide the Appointeeships Service to a caseload of individuals on a part time basis. This role will be based at our head office in Coventry and will involve travel throughout Coventry and Warwickshire. The successful candidate will be joining a leading not-for-profit organisation that provides independent living ser
Job Source: Penderels TrustIDEX Consulting Ltd
Solihull
Are you a qualified or trainee Financial Adviser / Planner and still in the early stages of your career?Or maybe, you are a Parpalanner, have completed your exams and wish to become a Financial Planner? Would you be open to discussing an opportunity where you will be part of professional advice and wealth planning practice with strong links to a pr
Job Source: IDEX Consulting LtdPremier Jobs UK Limited
Bromsgrove
This employed, Desk Based Financial Adviser job in Bromsgrove is ideal for a Diploma qualified individual keen to develop as a Financial Adviser You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst also giving opportunity to s
Job Source: Premier Jobs UK LimitedBirmingham
This advert isn't to convince you to go self-employed.You've taken that decision. It's either in you or it isn't. And right now, it's all you can focus on.But if you thought finding an employed job was tough, navigating the self-employed world can be a nightmare. Who do you trust? Are their hidden costs? Are you missing something? It's a world littered with broken promises, stalled careers and your neck on the line.That won't be your career here. The financial planner retention rates at this firm are absurdly high (less than 3% have left). How? It's not just their generous 80/20 split. It's not just the fact that the firm's fees are capped at £30,000. It's not even that there is funding on offer in the first 12 months whilst you ease into the business. It's because there's proper support. Leaving the employed world is daunting but unlike other businesses, you won't become isolated. You'll have managerial support. A player/manager who can support, guide and help you. They'll even help you get cases through in 48 hours - again unheard of. And you'll be part of a team with regular get togethers and peer to peer support. You'll have your own business but the help of like-minded individuals.It's an open business too. Want to speak to any of their current ARs? Not a problem. They even took the unusual step of inviting auditors in to check their advice processes were as robust as possible. Guess what? They aced it.And you'll have protection. Going self-employed is a huge move but they'll be by your side throughout the process. They want the best for your clients and for you. They won't encourage anyone to do anything that puts them or anyone else at risk, it's not who they are.Add in the ability to buy/sell clients and it's clear why this is the best exclusive adviser network out there. YOU:Unlike other firms there are parameters. You will have £20m+ AUM to transfer across in the first 2-3 years. You will abide by restrictive covenants but you must a) be confident of this and b) have a plan/evidence to support that confidence. You'll be level 4 qualified and have a preference for the DFM/MPS model. Your clients' assets will be held on DFM/MPS/platforms and you'll have limited exposure to DB advice.You'll also see yourself as a modern financial planner. -----------------------------------------------------------------------------------------There's always more to consider and discuss in your position. So don't worry if you don't have a CV - just send us a way of getting in touch. We will be in touch to discuss your situation and this opportunity in more detail.
Email Alert for Independent Financial Adviser jobs in Birmingham
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