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* Professional client centric individuals who have the desire to embrace change. * First class financial planning skills and a proven track record of target achievement. * To have at least £2m of assets under management. * Diploma level 4 or working towards this with a minimum of 40 diploma credits achieved.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential. There will be the opportunity to service existing clients and gain referrals from within the company to build your business.
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* Professional client centric individuals who have the desire to embrace change. * First class financial planning skills and a proven track record of target achievement. * To have at least £2m of assets under management.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential.
Our client is looking for a proven track record of client management and strong sales figures. If you have a client bank that is portable this would be seen as an advantage but not essential.
Financial Advisor - Eastbourne, East SussexA fantastic opportunity has arisen to join an established and successful Financial Advisors. This would suit a Qualified and Experienced Financial Advisor using the available warm/untapped leads supplied by the business.
Providing specialist support and advice to the 2nd line actuarial and financial risk activities within the function including; Risk based capital and risk appetite assessments 2nd line oversight of all.
Highly successful and prestigious financial planning practice linked to a chartered accountancy firm requires an experienced self employed financial planner to join the very established team.
Financial Advisor - KentFinancial Advisor, Kent. 39500 basic, uncapped bonus, car, pension and benefits. An excellent opportunity has arisen to join this leading, well established mutual company. You'll be work as a Multi-Tied Financial Advisor to a large portfolio of mainly high net worth but also mid net worth clients.
The role will be to provide holistic fee based financial planning advice in a way that meets and exceeds clients expectations whilst also work closely with the back office team to ensure that you are receiving the right level of support.
The support unit in place is very experienced and hold excellent qualifications and are arguable the strong support team in the region, you will benefit from reporting writing, portfolio construction and after care of the clients.
They have an absolutely superb unbeatable package offering full support services, superb dedicated unique research team saving you a lot of time sourcing the most competitive products; less time worrying about administrative and compliance issues.
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