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Premier Jobs UK Limited
Oldham
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area. You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to bui
Job Source: Premier Jobs UK LimitedRecruit UK
Cleckheaton
Job Title: Financial Adviser Industry: Financial Services Location: Cleckheaton, West Yorkshire Salary: £35,000 Reference Number: 9031 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm. Due to or
Job Source: Recruit UKRecruit UK
Cleckheaton
Job Title: Trainee Financial Adviser Industry: Financial Services Location: Cleckheaton, West Yorkshire Salary: £35,000 Reference Number: 9031 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for a Trainee Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm. Due
Job Source: Recruit UKPinstripe Personnel
Halifax
PROTECTION INSURANCE ADVISER (trainee or experienced) Halifax Office Based £25K + Bonuses = OTE £50K - £60K ( top advisers earning more ) An opportunity for a Protection Adviser with an award winning Protection Brokerage has arisen due to ongoing expansion. They are based in Birmingham with offices in Portsmouth and Leeds. You will be giving phone
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Stockport
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Job Source: Vitality Corporate Services LimitedMortgage Advice Bureau
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Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing. One of our highly respected, market leading & award winning mortgage broker & estate agency business partners is seeking a fully CeMAP (or equivalent) qualified Mortgage Adviser in ROCHDALE a
Job Source: Mortgage Advice BureauVitality
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About The Role Hybrid Role Dont want to apply for just a job? Are you striving for more? Then why not apply for a career instead? If you have the motivation, desire to study and love helping customers, then we have the programme for you! We offer clear career pathways divided into three stages. You will have access to senior management me
Job Source: VitalityRecruit UK | Certified B Corp™
Cleckheaton, England, United Kingdom
Job Title: Financial Adviser Industry: Financial Services Location: Cleckheaton, West Yorkshire Salary: £35,000 Reference Number: 9031 Job Description: Financial Adviser Recruit UK are working on an excellent opportunity for an Employed Financial Adviser in Cleckheaton, West Yorkshire to join a well-established Financial Advice Firm. Due to o
Job Source: Recruit UK | Certified B Corp™New Delph
£ 60000/annum plus uncapped bonuses
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients. Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business. Often the inherited client banks have rich levels of new business opportunity.
To ensure their Financial Advisors are fully supported, they have a 2:1 ratio of back office (including Paraplanners and Administrators) to Financial Advisors. The support includes: appointments booked in your diary, research undertaken, suitability reports written and advice designed to your request. Plus, they have a highly efficient back office system.
The business utilises home working with majority of advice provided via video or telephone. During the transition of clients, you may need to be in their local office to facilitate a smooth handover.
Financial Advisor Requirements
* You should be a current Financial Advisor with experience of delivering quality client service
* You should have 3+ years financial planning experience
* You must be fully Diploma qualified in financial planning
* You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
The Company
This growing IFA firm i...
Financial Adviser jobs in New Delph
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