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Everpool Recruitment
GB
Job Title: Financial Planner Location: West Midlands Join a dynamic financial services firm at an exciting time of growth and expansion. With a commitment to delivering excellent service to clients, we prioritize a client-centric culture and professional development. We are seeking an additional Financial Planner to join our team, based in the We
Job Source: Everpool RecruitmentRecruit UK
Nottingham
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
Job Source: Recruit UKNJR Recruitment
Derby
Financial Adviser Derby £45,000 - £60,000 + Bonus Our Client is a highly successful and innovative IFA Practice who are based in the Derby region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced
Job Source: NJR RecruitmentClayton Davies Ltd
Nottingham
Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver a service to be proud of. Key Responsibilities: Develop an understanding of the company's core values Ensure
Job Source: Clayton Davies LtdBWD Search & Selection
Nottingham
Are you an existing financial advisor considering a change? Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself? Here at BWD we are partnered with a business who can offer you just that. Our client is a leading player in their field with over 400 financ
Job Source: BWD Search & SelectionMigrant Help
Nottingham
Job Title: Outreach Adviser Location: Homebased (covering the Midlands and surrounding areas) Salary: £28,639 Increasing to £32,612 following successful completion of a 6 months' probation period Job Type: Full time, 12 months Fixed term The Role: We are currently looking for an Outreach Adviser to join our vibrant and committed Outreach team i
Job Source: Migrant HelpBluetownOnline Ltd
Nottingham
Job Title: Outreach Adviser Location: Homebased (covering the Midlands and surrounding areas) Salary: £28,639 Increasing to £32,612 following successful completion of a 6 months' probation period Job Type: Full time, 12 months Fixed term The Role: We are currently looking for an Outreach Adviser to join our vibrant and committed Outreach team i
Job Source: BluetownOnline LtdMigrant Help
Nottingham
Job Title: Outreach Adviser Location: Homebased (covering the Midlands and surrounding areas) Salary: £28,639 Increasing to £32,612 following successful completion of a 6 months' probation period Job Type: F...
Job Source: Migrant HelpDerby
Financial Adviser
Derby
Our Client is a highly successful and innovative IFA Practice who are based in the Derby region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing face to face advise to clients.
What's in it for you?
Great basic salary
Generous bonus structure
Full admin and paraplanning support
Clients provided
25 days annual leave & Bank Holidays
Additional day off for your birthday
Contributory pension scheme
Private Healthcare
Life assurance
Health insurance
Charity volunteer days
Excellent Training and Development
As an experienced Wealth Planner, you will acquire new clients, through referrals and by pro-actively presenting the service to potential clients , as well as servicing an existing client base.
Duties will include:
Speaking to clients in person, through video calls and telephone
Conduct thorough fact finds
Present financial options to clients
Work with the paraplanning and compliance teams
Conduct annual reviews
What we need from you:
Minimum 3 years of previous experience as a financial planner preferably from an independent setting
A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc
Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
Excellent communication skills
Driving licence and own vehicle
* Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference *
If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR14814
Financial Adviser jobs in Derby
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