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425 independent financial adviser jobs found

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independent financial adviser
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CV Library
Sep 19, 2023
Permanent
Independent Financial Adviser
$49,538 - $74,307 yearly
CV Library AL4, Smallford, Hertfordshire
Location: St Albans, Hertfordshire Type: Self-employed About the business This position is with a fully independent financial advisory firm based in St Albans. They have a team of 10 across the advising, paraplanning and administration departments. They believe that the way we work sets them apart. They take a personal approach to financial advice and understand that every client is unique. They are a fully independent firm, which means that they are not tied to any particular product provider. This allows them to provide their clients with unbiased advice. The Opportunity They are looking for a self-employed financial adviser to join the team. They are ideally looking for someone with a client bank to transfer with them, but this is not essential. You will be responsible for: * Providing financial advice to clients on a range of topics, including retirement planning, investment planning, and inheritance tax planning * Developing and maintaining relationships with...
CV Library
Sep 16, 2023
Permanent
Independent Financial Adviser - SOUTH COAST
$61,906 - $92,859 yearly
CV Library SO15, Southampton, Hampshire
AMG Search is currently looking for an IFA to join a leading national IFA organisation. * As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. * You will provide advice in pensions, investments, protection, taxation planning & trusts * You will be given ownership of your clients to develop and complement with your own clients/connections * As our IFA you will build and develop trusted relationships with new and existing clients to drive business * Full paraplanning support will be given to help you provide an excellent service and spend time with your clients * Outstanding package and earnings potential To be considered for this outstanding IFA opportunity you will need the following skills and experience: * At least Diploma/Dip PFS qualified * You will be experienced in providing a financial planning service to high net worth clients * Experience in managing and developing an...
CV Library
Sep 16, 2023
Permanent
Independent Financial Adviser - BRISTOL
$61,906 - $105,240 yearly
CV Library Bristol
AMG Search is currently looking for an IFA to join a leading national IFA organisation. As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. You will provide advice in pensions, investments, protection, taxation planning & trusts You will be given ownership of your clients to develop and complement with your own clients/connections As our IFA you will build and develop trusted relationships with new and existing clients to drive business Full paraplanning support will be given to help you provide an excellent service and spend time with your clients Outstanding package and earnings potential To be considered for this outstanding IFA opportunity you will need the following skills and experience: At least Diploma/Dip PFS qualified You will be experienced in providing a financial planning service to high net worth clients Experience in managing and developing an existing client...
CV Library
Sep 16, 2023
Permanent
Independent Financial Adviser - CENTRAL SCOTLAND (WEST)
$61,906 - $92,859 yearly
CV Library GLASGOW
AMG Search is currently looking for an IFA to join a leading national IFA organisation. As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. You will provide advice in pensions, investments, protection, taxation planning & trusts You will be given ownership of your clients to develop and complement with your own clients/connections As our IFA you will build and develop trusted relationships with new and existing clients to drive business Full paraplanning support will be given to help you provide an excellent service and spend time with your clients Outstanding package and earnings potential To be considered for this outstanding IFA opportunity you will need the following skills and experience: At least Diploma/Dip PFS qualified You will be experienced in providing a financial planning service to high net worth clients Experience in managing and developing an existing client...
CV Library
Sep 16, 2023
Permanent
Independent Financial Adviser - CENTRAL SCOTLAND (EAST)
$61,906 - $92,859 yearly
CV Library EDINBURGH
AMG Search is currently looking for an IFA to join a leading national IFA organisation. As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. You will provide advice in pensions, investments, protection, taxation planning & trusts You will be given ownership of your clients to develop and complement with your own clients/connections As our IFA you will build and develop trusted relationships with new and existing clients to drive business Full paraplanning support will be given to help you provide an excellent service and spend time with your clients Outstanding package and earnings potential To be considered for this outstanding IFA opportunity you will need the following skills and experience: At least Diploma/Dip PFS qualified You will be experienced in providing a financial planning service to high net worth clients Experience in managing and developing an existing client...
CV Library
Sep 06, 2023
Permanent
Independent Financial Adviser
$50,285 - $75,428 yearly
CV Library IP1, Ipswich, Suffolk
We are working alongside a bespoke independent Financial Planners based in the heart of Ipswich. Due to an extremely fruitful period of business, they are now looking to expand by adding a new member to the Financial Planning team. The Opportunity The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s client's moving forward, alongside building and growing this bank further. This opportunity would be suitable for any Level 4 Diploma qualified professionals, whether you be an excising IFA with a strong book of business, or a newly qualified Adviser looking to work in a highly professional environment. In this role, as mentioned, you will have the chance to work with a number of the firms existing connections, with all your leads provided via referrals and professional introducers, with a highly rewarding Salary and Benefits package What’s needed for me to be considered?...
CV Library
Aug 31, 2023
Permanent
Independent Financial Adviser
$50,843 - $76,265 yearly
CV Library AL1, St Albans, Hertfordshire
Are you a driven and ambitious Financial Adviser looking to take your career to new heights? A highly-reputable is seeking individuals with transferable Funds Under Management (FUM) to join the expanding team. As a young and vibrant group of advisers, they understand the journey of growing your client base and are excited to welcome advisers who are ready to make a significant impact. The firm believes in transparency, professional integrity, and providing their clients with the best financial advice possible. Established a decade ago, they have built a reputation for offering clear and straightforward advice that empowers clients to maximise their financial potential and secure a brighter future for themselves and their families. Exceptional Opportunities Await: * Choice of Employment Type: Whether you prefer the security of traditional employment or the independence of self-employment, they offer both options, tailored to your preferences. * Compensation Structure: For...
CV Library
Aug 30, 2023
Permanent
Independent Financial Adviser
$63,182 - $88,455 yearly
CV Library HP20, Aylesbury, Buckinghamshire
Are you a seasoned financial adviser seeking a new and exciting opportunity? Look no further. A leading financial advisory firm founded in 2012, is offering a chance to be part of a distinctively different environment that caters to those in semi-retirement or the final stages of their careers. The Philosophy: We believe in a personalised approach to financial planning, driven by integrity and trust. The mission is to provide advice that we ourselves would value and act upon. With the slogan 'Profit from Integrity', the firm are committed to fostering strong client relationships built on transparency, honesty, and professionalism. The Opportunity: Join the team of self-employed advisers who enjoy the best of both worlds. While you have the freedom of being self-employed, their innovative contract ensures that you'll benefit from the future sale value of your client banks. The business prioritises transparency and stability for both the advisers and their clients. Why...
CV Library
Aug 26, 2023
Permanent
Independent Financial Adviser
$50,304 - $75,456 yearly
CV Library WV2, Wolverhampton, West Midlands (County)
Financial Adviser - West Midlands Are you a skilled and passionate financial adviser looking for a unique opportunity to take your career to the next level? A highly reputable IFA is seeking an experienced financial adviser to join their dynamic team. With over 50 years of combined Independent Financial Adviser (IFA) experience, the business has created a culture dedicated to delivering high-quality financial advice with a focus on local, personal service. Currently, the team of three advisers expertly covers £200 million in Funds Under Management (FUM). However, in order to ensure clients are serviced to the highest possible standard, they are looking to bring in additional adviser support. This presents an exciting opportunity for a new financial adviser to build and nurture client relationships, benefiting from the director's guidance and expertise. Position Overview: As a Financial Adviser, you'll have the chance to work within a collaborative environment,...
CV Library
Aug 15, 2023
Permanent
Independent Financial Adviser
$63,423 - $95,134 yearly
CV Library Swindon
AMG Search is currently looking for an IFA to join a leading national IFA organisation. As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. You will provide advice in pensions, investments, protection, taxation planning & trusts You will be given ownership of your clients to develop and complement with your own clients/connections As our IFA you will build and develop trusted relationships with new and existing clients to drive business Full paraplanning support will be given to help you provide an excellent service and spend time with your clients Outstanding package and earnings potential To be considered for this outstanding IFA opportunity you will need the following skills and experience: At least Diploma/Dip PFS qualified You will be experienced in providing a financial planning service to high net worth clients Experience in managing and developing an existing client...
CV Library
Sep 12, 2023
Permanent
Independent Financial Advisers
CV Library London
Our client is a National stock market registered firm of high quality. They blend cutting edge technolgy, holistic financial planning and discresionary fund management to deliver what they believe is the absolute best wealth provider in the UK. They are seeking level 4 diploma CAS status qualified financial advisers to serve clients and handle leads that have been generated based in the Greater London area. Proposal * This is an opputunity for an experiened financial adviser to join an advice firm on a self employed basis with financial support during their transition period. The average earnings of this large salesforce is in the region of £150k with top producers earning in excess of £250k per annum. * Generally, you will be expected to work from home with the requirement from time to time to meet clients at their homes/offices, the company has high profile offices in the city of London that can also be used to meet those clients with that preference. * You will...
CV Library
Sep 07, 2023
Permanent
Financial Planner
$74,996 - $124,994 yearly
CV Library High Wycombe, Buckinghamshire
We are assisting a reputable, client-centric company that has established itself over 3 decades in the local area - supporting local schools, sports clubs, and charity fundraisers. They would like to invite a Financial Planner to join the team as they have clients to gift as well as a steady stream of new business leads (HNW) * Starting salary - £60,000 plus bonus structure (£100,000 OTE) * Full back office support * 'relaxed feel' / 'open door policy for clients' / 'homely feel' What’s needed for me to be considered? * Hold previous experience within an IFA / Financial Planning Practice * Must be Level 4 Diploma Qualified - support will be provided if you wish to continue with FS qualifications * Experienced in supporting HNW clients * Someone with a positive outlook who enjoys being part of a social, friendly team What's next? Apply today to be considered for this Financial Planner opportunity. If suitable, one...
CV Library
Sep 06, 2023
Permanent
Financial Planning Administrator
$37,714 - $44,000 yearly
CV Library Enfield, Greater London
Financial Planning Administrator - North London - Up to £35,000 Our client is very well established and has a fantastic reputation in the North London area. They provide a very cheerful working environment, encourage promotion from within and have a family-friendly business feel. There is a lot of flexibility around this Financial Planning Administrator role but would favour someone with excellent technical knowledge to work on a team of 5. Some of their Advisers began their careers as Financial Planning Administrators in the company, so there is definitely scope to progress towards Paraplanning and Advisory positions in the long term. They also provide study support towards exams, pay good salaries and provide a performance-based bonus scheme. What’s needed for me to be considered? * Hold previous experience within an IFA Practice / Financial Planning Administrator role * Must be local to the office in North London * Ideally have working knowledge of IO...
CV Library
Aug 24, 2023
Permanent
IFA (Partnerships
$63,590 - $76,308 yearly
CV Library Bishops Stortford
AMG Search is currently looking for an Independent Financial Adviser to join a highly respected and forward-thinking Financial Services organisation. As an Independent Financial Adviser you will join a highly successful team that provides clients with financial planning advice in Pensions, Investments, taxation planning and Protection. You will be working within the Partnerships channel that works closely with high street banks and building societies You will be given sole responsibility for working with a a network of existing  branches and their customers Develop existing relationships and generate new ones. Join our client as an Independent Financial Adviser and you will benefit from fantastic lead generation support and localised paraplanner and admin support. They will help you to achieve your goals and they offer uncapped earnings potential. To be considered for this excellent Independent Financial Adviser role, you will need the following skills and...
CV Library
Aug 14, 2023
Permanent
Financial Adviser
$38,088 - $50,785 yearly
CV Library Leeds, West Yorkshire
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 Leeds offices. You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients. This will mainly be a field based role and will include face to face contact with HNW client in excess of £250,000 in value. We are seeking those who have a minimum of 2-5 years experience working in a Regulated Financial Advisory position, ideally you will come from working with an IFA firm rather than from the Banking side,...
CV Library
Sep 21, 2023
Permanent
Ifa Administrator
CV Library LS1, Leeds, West Yorkshire
Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? The Company We are an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients. We are an expanding business with offices in London, Leeds City Centre and Bath. Are you looking for a rewarding career in financial services with an expanding, forward thinking company? Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? If so, we are searching for enthusiastic and hardworking individuals to join our team. The Role Your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a...
CV Library
Sep 16, 2023
Permanent
Financial Adviser
$49,525 - $74,287 yearly
CV Library CV5, Millison's Wood, Coventry
Are you an experienced Financial Adviser looking for a new home to provide a unique offering to clients? We are working with a leading Midlands firm of Chartered Independent Financial Advisers who are looking for a qualified and experienced financial adviser to join the team. Why this company? * They are a leading Midlands firm of Chartered Independent Financial Advisers with a strong reputation for providing high-quality service. * They offer a competitive salary and benefits package, including a generous bonus scheme. * They have a supportive and collaborative working environment. * They are committed to providing their employees with opportunities to develop and progress their careers. The role will involve: * Providing financial advice to businesses on a range of products, such as pensions, health insurance, and life insurance * Developing and implementing employee benefits strategies * Managing client relationships * Maintaining compliance with...
CV Library
Sep 07, 2023
Permanent
Independent Financial Advisor
$43,748 - $62,497 yearly
CV Library GU9, Farnham, Surrey
We're assisting a Farnham based client with looking for an ambitious and driven Financial Adviser. Either someone who is a strong paraplanner ready to take the next step or someone who is already in an adviser role who feels that they are lacking the training and support they need to become a well-established Financial Planner. Up and running within 12months. This isn't a large national company but instead, a smaller company that has a hands-on approach. Members of the team are welcoming and supportive so that you will settle in quickly. You will learn a lot from the successful financial planners and the investment team. You will also be provided with full CII study support, especially for those looking to be Chartered. What’s needed to be considered In order to be considered for this unique Trainee Financial Adviser opportunity, candidates need... * Level 4 Diploma qualified * Start of their adviser journey or experienced paraplanner stepping up *...
CV Library
Sep 16, 2023
Permanent
IFA - Barnstaple
$61,906 - $92,859 yearly
CV Library Barnstaple
AMG Search is currently looking for an IFA to join a leading national IFA organisation. As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. You will provide advice in pensions, investments, protection, taxation planning & trusts You will be given ownership of your clients to develop and complement with your own clients/connections As our IFA you will build and develop trusted relationships with new and existing clients to drive business Full paraplanning support will be given to help you provide an excellent service and spend time with your clients Outstanding package and earnings potential To be considered for this outstanding IFA opportunity you will need the following skills and experience: At least Diploma/Dip PFS qualified You will be experienced in providing a financial planning service to high net worth clients Experience in managing and developing an existing client...
CV Library
Sep 16, 2023
Permanent
IFA Cornwall
$61,906 - $92,859 yearly
CV Library St Austell
AMG Search is currently looking for an IFA to join a leading national IFA organisation. As an IFA you will provide a financial planning and wealth management advice to a quality client bank that will be allocated to you. You will provide advice in pensions, investments, protection, taxation planning & trusts You will be given ownership of your clients to develop and complement with your own clients/connections As our IFA you will build and develop trusted relationships with new and existing clients to drive business Full paraplanning support will be given to help you provide an excellent service and spend time with your clients Outstanding package and earnings potential To be considered for this outstanding IFA opportunity you will need the following skills and experience: At least Diploma/Dip PFS qualified You will be experienced in providing a financial planning service to high net worth clients Experience in managing and developing an existing client...
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