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Focus Search and Selection
Doncaster
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
Job Source: Focus Search and SelectionBrevere Group
Chesterfield
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment? Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers
Job Source: Brevere GroupResource Matters Ltd
Chesterfield
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £60,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdResource Matters Ltd
Worksop
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £60,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdFocus Search and Selection
Chesterfield
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management firm. Key Requirements: Fully qualified Financial Planner with a proven track record. Minimum of 5 y
Job Source: Focus Search and SelectionResource Matters Ltd
Sheffield
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £60,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdResource Matters Ltd
Rotherham
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £60,000 Basic + bonuses - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to
Job Source: Resource Matters LtdNJR Recruitment
Sheffield
Trainee Paraplanner Sheffield £24,000 - £28,000 NJR Recruitment are delighted to be representing a highly regarded Independent Wealth Management organisation who are based in the Sheffield area. Our Client holds an excellent reputation within the industry and provides a holistic approach to Whole of Market advice for their well established Client
Job Source: NJR RecruitmentSheffield
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK. They have been established for over 40 years and despite their expanding size and growth. They are looking for multiple Independent Financial Planners across the country to help the business grow.
You will have full use of the Administration and Paraplanning team, to make sure that a high level of customer service is offered at all times. Also all leads are given, therefore the candidate is not expected to bring any clients at all!
In addition, this role is an uncapped earnings potential OTE - £70,000/£80,000
The Independent Financial Adviser will carry out the following:
Attend regular meetings with the technical team and colleagues.
Expand the customer base through referrals and direct contact.
Complete all documentation required by the business.
Act in accordance with the FCA Code of Conduct for company representatives.
Skills and experience:
Ability to build / maintain strong customer relationships.
Professional approach.
Drive and determination to succeed.
Strong communication skills.
Working knowledge of computer systems.
IFA/Financial Planner jobs in Sheffield
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