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Lime People Search & Select Ltd
Leeds
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance. My client is currently going through a company restruc
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Leeds
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance. My client is currently going through a company restruc
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Leeds
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the
Job Source: Lime People Search & Select LtdLime People Search & Select Ltd
Harrogate
Employed Financial Adviser My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK. Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to ass
Job Source: Lime People Search & Select LtdReward Recruitment
Leeds
Desk Based Financial Adviser - employed with all leads provided Leeds, with hybrid home/work option available to £60,000 basic, plus bonus (OTE c. £100,000) This is an excellent opportunity to join a forward thinking and progressive Financial Services practice, who are at the forefront of financial service technology. This position of Desk Based
Job Source: Reward RecruitmentRecruit 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
Leeds
Job Title: Financial Adviser Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first-year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can
Job Source: Recruit UKRecruit UK
Leeds
Job Title: Financial Planner Ref: 9048 Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Advisers who thrive off new client engagement and can
Job Source: Recruit UKHarrogate
Employed Financial Adviser
My client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK.
Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist the firm in generating profitable business from existing HNW client banks. The role could be based in the Harrogate offices, or elsewhere. You will be responsible for managing a HNW book of clients and responsible for developing new business.
Specific duties will include:
Meet potential new clients to ascertain their current and future financial planning needs
Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
Introduce clients to the wider support team of the business
Maintain the existing HNW client book and retaining excising clients
Building and maintaining a strong network of professional connections
Identify and make suggestions to the Investment propositions and make recommendations
Identifying new business opportuinioties and following up leads
The successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial Advice space, either way you'll have a minimum of 3-4+ years working within the arena. You will ideally have a client base, which you'll be able to bring across to the firm (discusions can be had with regrds to your current client bank).
You will have a Diploma in Regulated Financial Planning at the minimum, a desire to become Chartered would be an advantage. You will be educated to at least A level standard, with good grades.
A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications. The role would suit an Adviser whom is seeking to transition across from self-employed to an employed position.
Employed Financial Adviser jobs in Harrogate
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