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Lloyd Recruitment - Epsom
Cambridge
Administrator - HNW Independent Financial Advisers To £23,500 - £28,000 (Depending on experience) Based: Cambridge Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team. Applicants must have a genuine interest in
Job Source: Lloyd Recruitment - EpsomLloyd Recruitment Services Ltd
Cambridge
Administrator - HNW Independent Financial Advisers To £23,500 - £28,000 (Depending on experience) Based: Cambridge Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team. Applicants must have a genuine interest in
Job Source: Lloyd Recruitment Services LtdLloyd Recruitment - Epsom
Cambridge
Administrator - HNW Independent Financial Advisers To £23,500 - £28,000 (Depending on experience) Based: Cambridge Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team. Applicants must have a genuine interest
Job Source: Lloyd Recruitment - EpsomEmployment Specialists Ltd
Peterborough
Our leading Commercial Broking client with a presence across East Anglia is looking to recruit additional Insurance Advisers. This is a great opportunity for you to develop your career working very closely with Business clients. Also, it's a Group who focuses on internal promotion and development so is able to offer further career opportunities to
Job Source: Employment Specialists LtdPinstripe Personnel
Peterborough
MORTGAGE & PROTECTION ADVISER Peterborough Remote, Hybrid or Office Based (must be within an hour of the office for meetings) OTE £60,000 + A successful and award winning Mortgage Brokerage has an exciting opportunity for a Mortgage & Protection Adviser. The role can be remote working or full-time office based, but you will need to live within an h
Job Source: Pinstripe PersonnelEmployment Specialists Ltd
Peterborough
Our leading Commercial Broking client with a presence across East Anglia is looking to recruit additional Insurance Advisers. This is a great opportunity for you to develop your career working very closely with Business clients. Also, it's a Group who focuses on internal promotion and development so is able to offer further career opportunities to
Job Source: Employment Specialists LtdNFU
Peterborough
Job Title: County Farming Adviser Leicestershire, Northamptonshire and Rutland (Midlands Region) Salary: c. £40k (Dependant on Skills and Experience) plus company car or car allowance Location: Home based, covering Leicestershire, Northamptonshire and Rutland, Warwickshire, within the Midlands region Working Hours: 35 hours per week Contract T
Job Source: NFUAllen & York (Built and Natural Environment) Ltd
Cambridgeshire
An opportunity has arisen for a Health and Safety Advisor to join a regional construction company based in the East Midlands region and working across the East Anglian and East Midlands regions. The company have grown and developed through quality of service and building a reputation for on time delivery of works. This role will involve supporting
Job Source: Allen & York (Built and Natural Environment) LtdSt. Ives
Financial Adviser
Cambridgeshire & East Midlands (our Ref AL1275)
Salary £30,000 - £45,000 + bonus potential and benefits package
My client is an established Wealth Management organisation covering all aspects of wealth management, including investment, pensions, estate planning and mortgage finance. They provide a bespoke, holistic wealth management service to private clients and businesses to assist them to meet their long-term financial objectives.
They are now seeking an early-stage career Financial Adviser to initially cover maternity but to ultimately build their own client bank. The role will be based from the St Ives office but the successful candidate is expected to travel between sites and throughout the East Midlands region and beyond.
Financial Adviser - Duties and Responsibilities:
Provide expert advice on all areas of financial planning
Conduct comprehensive review meetings to understand clients’ goals, objectives and financial needs
Develop effective sustainable relationships with clients, their families & professional connections
Analyse information, conduct research, maintain comprehensive records and prepare financial
planning reports
Grow client bank through effective and consistent business development activities
Maintain high level of personal development ensuring an up-to-date knowledge of industry trends,
regulations, and best practice
Work effectively with all colleagues to ensure smooth, efficient and value adding client experience
Contribute to a positive compliance culture by applying best practice at all times and delivering to
internal quality standards
Financial Adviser - Qualifications, Knowledge and Experience:
• Minimum 1 years’ experience in a client facing financial adviser role
• Qualified to Level 4 (Diploma) as a minimum, ideally working towards Level 6
• Highly organised, competent individual with positive attitude, approachable and enthusiastic
nature and high personal standards to deliver quality service
• Flexible and adaptable with strong work ethic and ability to work to agreed deadlines
• Energetic, highly motivated with an enquiring mind and passion for excellence
• Self-motivated and able to work independently as well as being a team player
• Good IT literacy
Salary & benefits package:
• Salary range £30,000 - £45,000 (DOE), plus bonus potential
• 24 days holiday (in addition Bank Holidays)
• Pension (up to 7%)
• Permanent Health Insurance (after a qualifying period)
• Free onsite parking
• Ad hoc social events
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Financial Adviser jobs in St. Ives
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