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Vision-FS Recruitment
Dartford
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentVision-FS Recruitment
Epsom
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentRecruitment Solutions (Folkestone) Ltd
London
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis. Transferable clients advantageous, good quality leads provided. This role can be either office based (free onsit
Job Source: Recruitment Solutions (Folkestone) LtdFocus Search and Selection
London
Financial Advisor Are you a dynamic, results-oriented Financial Advisor 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 SelectionTemplewood Recruitment
City of London
Job Title: Financial Advisor - Permanent (Full-Time) Salary: £50-55k per annum + commission structure + hybrid working model This is an exciting opportunity for an experienced Financial Advisor, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financi
Job Source: Templewood RecruitmentQuilter Financial Planning
greater london, england, United Kingdom
If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come wi
Job Source: Quilter Financial PlanningQuilter Financial Advisers
Greater London
Job Description Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry. We believe in face-to-face service and have a large team of Advisers spread across the UK, in
Job Source: Quilter Financial AdvisersSt. James's Place
London
Job DescriptionBecome a Financial Adviser with St. James's PlaceGain qualifications, advisory experience and confidence in a structured, supportive environment.Our Academy programme has been carefully crafted to engage and challenge you through a blend of digital, live and practical learning opportunities which draws on expertise and experience fro
Job Source: St. James's Placegreater london, england, United Kingdom
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term!
The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.
Requirements
Bachelor's degree in Finance, Accounting, Business, or a related field
Excellent knowledge of financial planning principles and investment strategies
CFP or diploma in Financial Planning advantageous
Strong communication and interpersonal skills to collaborate effectively with clients
Passionate about providing the best financial services and advice to clients
Effective problem-solving skills, with the ability to identify issues and provide solutions
Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
Valid driver’s license essential.
Adhering to CPD Requirement
Experience
2+ years experience in the financial services industry
Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
History of building strong relationships.
Job description
To generate leads, set up appointments, meet clients and close the deal.
To do an investment needs analysis
To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
To obtain all necessary documentation (FICA documentation).
To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
To assist with ad hoc marketing drives in your region.
To effectively service your clients that may be in other centers limited travelling may be required
Flexibility is required as clients from time to time request consultations outside of normal office hours.
Analysis to provide ideas for new product development.
Updating Profida Report on daily bases.
Submitting daily travel reports
Submitting demographic report of client.
Remuneration
fixed remuneration package (not commission based)
Financial Advisor jobs in greater london, england, United Kingdom
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