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Focus Search and Selection
Cambridge
My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Nottinghamshire region so you MUST be a current Level 6 qualified Financial Adviser. You will also have fu
Job Source: Focus Search and SelectionSwitch Recruitment Services Ltd
Cambridge, England, United Kingdom
Our client, a leading national wealth management and employee benefits consultancy, are currently looking for an experienced Wealth Management Administrator / IFA Administrator to support their team of Financial Planners. Responsibilities: - Providing administration and planning support to Financial Planners and a professional service to new and e
Job Source: Switch Recruitment Services LtdLloyd Recruitment - Epsom
Cambridge
Administrator - HNW Independent Financial Advisers To £23,500 - £25,000 (Depending on experience) Based: Cambridge Lloyd Recruitment Services are recruiting on behalf of a well-established, highly reputed firm of Independent Financial Advisers (IFA) who are looking for an Administrator to join their team. Applicants must have a genuine interest
Job Source: Lloyd Recruitment - EpsomResource Matters Ltd
Huntingdon
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 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
Newmarket
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 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
Ely
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 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
Cambridge
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 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
Saffron Walden
Employed Financial Planner - Clients Provided, Paraplanning Support - client recruiting now! £50,000 - £65,000 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 LtdCambridge
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 Cambridge
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