* 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.
* 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.
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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.
* 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.
Being a forward thinking and experienced advisor you will be used to generating and closing business from existing and potential clients by developing and maintaining the organisation's client base whilst continuing to expand your portfolio through networking, referrals and business relationships.
Due to the professional level of the role our client will only consider those at a minimum of Diploma FS qualified with proven success in a similar role. Ideally our client is looking for those familiar with dealing with HNW clients, such as solicitors and accountants.
This is an established IFA firm who has loyal and prestigious clients. Some clients will be available to take over but not all.The business mix is bias towards investments over pensions but experience within both is essential.
This is an established IFA firm who has loyal and prestigious clients. Some clients will be available to take over but not all.The business mix is bias towards investments over pensions but experience within both is essential.
The business mix is bias towards investments over pensions but experience within both is essential. You will be CAS status, professionally minded and ready for a new challenge with an RDR ready fee based IFA.
Independent Financial Advisor - Yorkshire, West YorkshireOur client a successful firm of financial advisers is currently looking to grow their team and is looking for an experienced Independent Financial Advisor. Candidates must have a strong background within the industry and ideally have a bias towards corporate financial advice although this is not essential.
Financial Advisor - Taunton, SomersetOur Taunton based client is currently looking for a Financial Advisor to join their well established company.This is a full time role working 9 - 5.30 Monday to Friday.
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.
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