1698 financial advisor jobs found

We are seeking an experienced and FCA Approved Independent Financial Advisor to join our clients Financial Services Group on a consultancy basis. This hybrid role requires both remote work and regular attendance at our client's Mayfair offices in Central London. Responsibilities: Apply key FCA rules related to pension, investment, estate planning, and protection advice. Comply with Financial Services and Markets Act 2000, FCA Principles, and Individual Conduct Rules. Conduct 'Know Your Customer' enquiries, gather client information, and provide suitable advice. Analyzeclient data, research appropriate investments independently, and present advice concisely. Complete documentation thoroughly, ensuring compliance with FCA guidance/rules. Advise clients on personal pension, ISA, GIA, and Bond investments, ensuring tax-efficient income. Monitor client portfolios based on investment objectives, restrictions, and risk profile. Attend internal and external meetings,...

Due to continued growth my client is looking to add an experienced Financial Planning Advisor on a Self Employed Basis My clients are passionate about delivering an excellent customer service and have a great name in the industry With a generous commission package and high lead generation  Are you an experienced Financial Planning Consultant with a Level 4 DipPFS qualification, who is looking for your next career move?  Do you live in Norfolk / Suffolk? For more details on this exciting opportunity please contact Danny Moloney on (phone number removed) or (url removed) In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Are you an experienced Financial Advisor who wants to join a company that increases your basic salary up to £60,000 over time? Our clients are seeking a driven and professional Financial Advisor to join their team in the St Neots area.  They are a well-respected Financial practice that offers a great working environment and earning potential.  Salary package on offer for the Financial Advisor: Starting basic of £35,000 – with the opportunity to increase to up to £60,000 based on longevity and performance On Target earnings of £60,000 - £80,000 Working Hours: Monday – Friday Full time Flexible working pattern Requirements for the role of Financial Advisor: Experience in providing Financial Advice including pensions and investments Ability to build rapport with new and existing clients Relevant diploma qualification Due to the high amounts of applications if you have not been contacted within 7...

We are currently looking for a Financial Advisor(Trainee or Experienced) to join our clients, an established independent, Financial Services firm based in Leicestershire. My client, an established and growing wealth management firm, has a fantastic opportunity to have a career as a successful financial adviser. They will offer full training and support to the successful candidate, with leads and marketing provided. The role is available on a hybrid or remote basis. Working hours:  As a Financial Adviser, you’ll be required to work Monday – Friday The successful Financial Adviser will be offered:  £30,000 - £40,000 Basic or Self Employed Commission only option. £50,000 OTE Hybrid/ Remote Working  22 days holiday + bank holidays  Pension  Free Parking  To be considered for the Financial Adviser role you must have:  Minimum R06 qualification Excellent organisational & communication...

Corbel are an established and well-regarded Independent Financial Advice practice based in Warrington, with their sights set on growth, they are looking for high-calibre Self-Employed Financial Advisors to join their team.    The support on offer to their Financial Advisors is unrivalled and consists of ongoing mentorship and business planning to ensure you achieve your goals. Corbel have a track record of transforming the way their Advisors do business, meaning you are in the right hands if you want to take your business to the next level or develop your specific area of interest further.      Their commission split is negotiable depending on your current trail    What's on offer Self-Employed Financial Advisor role Directly Authorised Firm Remote / Flexible working Whole of market access On-going business support, development, and mentoring Access to their Marketing and Compliance departments to use as your own Access to...

Self Employed IFA £120,000+ OTE Northwest / Cheshire     We are working with an exceptional Financial Planning company who can offer the right support and guidance to help you maximise earnings and build your network. This is a Financial Advisor / IFA opportunity that is perfect for someone who is ambitious, hungry to be successful and also build an outstanding network and reputation for themselves. For the right Financial Advisor, this will be the platform that takes your career to the next level and you can look forward to a very successful future with the support provided.    As a Financial Advisor you will be responsible for advice to customers on Pensions, Savings and Investments, Tax Planning, Retirement Planning.    Financial Advisor Requirements 2 Year’s experience as a Financial Advisor / IFA / Wealth Manager You must have experience of giving strategic and compliant advice for customers on their Pensions, Investments,...

Independent Financial Advisor Location: Chelmsford - flexibility after a few months Salary: £40,000 We are working with one of the most well established independent financial advisers not only in Chelmsford, but the UK - and were established over 70 years ago. They are a well supported and effective business of approx. 600 clients and assets under advice of approx £155m. We are looking for experienced Financial Advisors with a real drive to succeed and progress their career. This is a fantastic opportunity to take the next step on the ladder with lots of potential for progression in the future. Benefits: * An existing portfolio of clients * Flexible working * Support in attainment of additional Professional Qualifications * 25 days holiday + bank holidays * Parking And many more. Sound knowledge on the following is highly beneficial; * Pensions * Life Assurance * Critical Illness * Private Medical Insurance and Care Plans * ISAs *...

This Employed Financial Advisor role provides an attractive basic salary of £60,000+ and an existing client bank to takeover. Our client is looking for an experienced Financial Advisor to join their team and help service an existing client bank You will be provided with (Apply online only) clients for you to provide high quality Financial Advice too. You should aim to grow the assets under management through the companies’ introducers and being proactive in identifying new business opportunities. You will also benefit from full Paraplanning and administrative support. Financial Advisor Requirements * You must have 4+ years’ experience as a Financial Advisor * You must hold the Level 4 diploma. * You should be comfortable taking on an existing client bank The Company This highly rated Financial Advice firm is looking to continue growing and expanding their business. They have established an effective team of Financial Advisors that are well...

This home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to self-generate The business will link you to a team of Mortgage Advisors local to yourself, so that you can establish excellent working relationships and receive a regular flow of leads. You will have full autonomy as a Financial Advisor, whilst having easy access to support such as marketing, business development guidance and compliance. Financial Advisor Requirements * You must hold full Level 4 Diploma in Financial Advice or equivalent * You must be committed to being self-employed * Ideally, you should have 12+ months’ experience as a Financial Advisor The Company This rapidly growing financial advisory firm has target...

Are a highly experienced Financial Advisor, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements * You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience * You should have a proven, demonstrable track record in being able to convert business opportunities * You should be a top performer and able to evidence your success * Individuals close to...

Mango Recruitment make the recruitment process simple. We'll be clear, transparent, and prompt when we chat. We'll share as much information as we can with you to make sure you're confident and well informed throughout the process of finding your next role. We are currently recruiting on behalf of a dynamic and ambitious accountancy and wealth management business. They support many clients from individuals to SME’s to global organisations. Mango Recruitment are looking to recruit an experienced Junior Financial Advisor to work as part of the financial planning team providing an excellent service to clients in accordance with the firm’s values, procedures, prevailing legislation, and good professional practice. * Job Title: Junior Financial Advisor * Salary: £30,000 to £40,000 * Benefits: 28 days + BH holiday, Xmas closure, free parking, extensive L&D opportunities, hybrid work * Training: Potential study package towards the Chartered...

Mango Recruitment make the recruitment process simple. We'll be clear, transparent, and prompt when we chat. We'll share as much information as we can with you to make sure you're confident and well informed throughout the process of finding your next role. We are currently recruiting on behalf of a dynamic and ambitious accountancy and wealth management business. They support many clients from individuals to SME’s to global organisations. Mango Recruitment are looking to recruit an experienced Senior Financial Advisor to work as part of the financial planning team providing an excellent service to clients in accordance with the firm’s values, procedures, prevailing legislation, and good professional practice. * Job Title: Senior Financial Advisor * Salary: £40,000 to £60,000 * Benefits: 28 days + BH holiday, Xmas closure, free parking, extensive L&D opportunities, hybrid work * Training: Potential study package towards the Chartered...

Financial Adviser - Yateley - £35,000 - £45,000 plus bonuses We are working with a well-established financial advisory firm in Yateley with a strong presence in the South East of the UK who are seeking an Adviser due to ongoing growth and upcoming acquisition. Their commitment to delivering outstanding financial advice has earned them a loyal client base, and they take pride in the supportive team environment. The Financial Adviser will be responsible for the South East patch of clients, and will be handed a portfolio of clients to service, whilst also being responsible for growing their own business through lead generation/conversion. We are seeking someone early on in their Advisory career, with 1-5 years of Advising experience. The Adviser will benefit from: * An existing client bank provided across the South East patch * Learning one on one with a very experienced Adviser * Opportunity to be field-based, as most of the clients prefer to meet in-person...

Are you newly qualified or part qualified as a Financial Advisor? Looking to start your career as a FA with a company that can offer support and on going training? Following an extremely successful period of business, our client is now looking to expand by adding a new member to the Financial Planning team. Working closely on Investment, pension, and Inheritance tax planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business. Key responsibilities • Servicing an existing client bank and generating new opportunities • Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters • A candidate that has a ‘go to’ attitude and able to...

Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team. Working closely on Investment, pension, and Inheritance tax planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business. Key responsibilities • Servicing an existing client bank and generating new opportunities • Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters • A candidate that has a ‘go to’ attitude and able to self generate own business leads • Keep up to date with financial products and legislation and comply with all industry rules Desirable...

Are you a skilled Financial Planner with a passion for providing personalised financial solutions to clients? Do you thrive in an independent and client-focused environment? If so, we have an exciting opportunity for you! The Burford Recruitment Company are working with an established and reputable independent financial planning firm located in Witney, who are looking for a Financial Planner. As a Financial Planner, you will play a key role in understanding our clients' financial objectives and designing tailored financial plans to address their specific needs. Responsibilities: * Conducting in-depth client consultations to assess their financial goals, risk tolerance, and current financial situation. * Analysing and evaluating clients' existing financial plans, investments, to identify areas for improvement and optimisation. * Developing comprehensive and personalised financial plans that align with clients' long-term objectives. * Building and...

Connect to your Industry The Corporate Turnaround team provides independent financial turnaround and strategic advice to a range of stakeholders facing stressed and distressed situations across the full spectrum of corporates through the Firm's global network. Led by Deloitte's Global Head of Turnaround and Restructuring, Corporate Turnaround is a relatively new team within our Performance Improvement offering which combines Corporate Turnaround with Debt and Capital Advisory and our Operationa… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Seeking a motivated Accountant. Join our dynamic team, deliver exceptional financial services, and advance your career in a supportive environment. About Our Client: Phillipson's Accounting is a reputable and dynamic accounting firm with a strong focus on providing exceptional financial and advisory services to our clients. With offices in Sale, Traralgon, and Foster, we serve a diverse range of clients, including small business entities and rural enterprises. Our dedicated team values professi… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

The Role We see a significant opportunity to grow our Insurance Sector Financial Advisory & Restructuring proposition globally and we have a number of opportunities in both London and Bermuda. We are looking for professionals with varying levels of experience and seniority from Senior Consultant to Associate Director level. Candidates will have experience working in audit, regulatory advisory, transactions advisory, restructuring, or other professional services, in the P&C and/or Life insurance… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

The Role Join the UK's market leading Financial Advisory Restructuring Tax team and make a real difference on a range of high profile and dynamic transactions. Our Financial Advisory Restructuring Tax team specialises in providing tax advice on the restructuring of financially distressed businesses. They have built a fantastic track record in recent years, leading on some of Europe's largest and most complex restructuring processes. These include debt restructuring transactions, debt-for-equity… In order to view more information on this job press the APPLY NOW button below and it will take you to the source website