Financial Advisor

London, London Tate

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Job Description

permanent

Financial Advisor - (Must have experience working with education professionals)

Location: Taunton, Hybrid Working

Salary: Basic Salary up to 50,000 DOE with a generous bonus scheme. Achievable OTE of 100k year one and 160k year two onwards.

Are you a Financial Advisor with experience helping education professionals to reach their financial goals.

Are you a forward-thinking individual who would like to join a fully supported team working in an excellent environment based in Taunton? Our client is looking to recruit experienced Financial Advisors helping education professionals to reach their financial goals. There is a clear remuneration structure in place and an opportunity to progress to board level for the right candidate.

Key Responsibilities required Financial Advisor:

  • Assessing & identifying financial needs for new and existing clients
  • Conducting product research
  • Implementing money laundering processes
  • Providing holistic financial planning services
  • Conducting lifestyle planning assessments
  • Presenting financial recommendations to clients
  • Conducting client financial reviews
  • Keeping up to date with regulatory changes
  • Networking with professional partners
  • Contributing to marketing initiatives
  • Maintaining an up-to-date Statement of Professional Standing
  • Participating in ongoing CPD activities

Requirements for the Financial Advisor:

  • Level 4 qualified (Diploma in Financial Planning)
  • Experience in an authorised financial planning role with competent adviser status
  • Strong ambition and attention to detail
  • Excellent communication and interpersonal skills
  • Experience in helping education professionals to reach their financial goals.

How to Apply:

Please contact Marie McDermott on (phone number removed) or email to discuss this superb opportunity.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

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Financial Advisor

Hodsoll Street, South East Premier Jobs UK

Posted 8 days ago

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Job Description

permanent

This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire.

Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent.

Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients.

You will receive back office support from their support team consisting of Paraplanners and Administrators

Financial Adviser Requirements

  • You must hold full Level 4 Diploma in Financial Planning or equivalent
  • You must be a current Financial Adviser, confident in taking over and retaining acquired clients
  • You should be able to bring / generate clients to supplement the clients provided

The Company

This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter

Financial Adviser Benefits

  • Remuneration to be discussed at interview
  • Open to considering employed or self-employed options
  • Mixture of working location with travel to see clients, working from home and visits to their offices

Location

Surrey / Kent

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Leatherhead, South East Premier Jobs UK

Posted 8 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire.

Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities where possible. The client bank you will be taking over will be in the region of 20m with all clients having ongoing service agreements in place. The clients are spread across Surrey and Kent.

Alongside the acquired clients you will be taking over, our client is ideally seeking a Financial Adviser who can bring some clients or ways to generate clients.

You will receive back office support from their support team consisting of Paraplanners and Administrators

Financial Adviser Requirements

  • You must hold full Level 4 Diploma in Financial Planning or equivalent
  • You must be a current Financial Adviser, confident in taking over and retaining acquired clients
  • You should be able to bring / generate clients to supplement the clients provided

The Company

This long established financial planning firm of nearly 30 years has recently undergone new management as a result of a recent acquisition. The new owners are looking to build on the strong foundations already laid out and develop the service offering to new and existing clients. Therefore, this is an exciting opportunity to join as they enter their next chapter

Financial Adviser Benefits

  • Remuneration to be discussed at interview
  • Open to considering employed or self-employed options
  • Mixture of working location with travel to see clients, working from home and visits to their offices

Location

Surrey / Kent

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Surrey, South East Heat Recruitment

Posted 1 day ago

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Job Description

Experienced Financial Advisor

£65,000–£5,000 + Bonus + Commission

Leatherhead (Or London office)

Hybrid, 3 Days in Office

Full Client Bank Provided


Are you a seasoned Independent Financial Advisor ready to take the next step in your career?


We are currently hiring for an independent , boutique firm with a strong reputation for delivering bespoke financial solutions to high net worth (HNW) clients. Their investment arm is growing, and they are looking for a talented advisor to join and take over a prestigious client book.


What You’ll Be Doing:


  • Manage and nurture an existing portfolio of HNW clients with over £4 million funds under management
  • Work closely with the Investment Manager to deliver tailored investment strategies
  • Build long-term relationships with key clients, ensuring exceptional service and trust
  • Identify opportunities to grow the client base and contribute to the firm’s expansion


What We’re Looking For:


  • Minimum 5 years of relevant experience as a Financial Advisor, ideally with HNW client exposure
  • Strong understanding of investment products and financial planning
  • Excellent interpersonal and relationship-building skills
  • Ambition to grow within a dynamic, client-focused environment


What We Offer:


  • Competitive base salary of £65, 0–£7 000
  • Bonus of up to 10% , with a potential commission structure for direct business development/selling
  • Direct access to the investment team and decision-makers
  • A supportive, entrepreneurial culture with room to grow
  • Hybrid working model – 3 days per week in either Leatherhead or London office


If you're ready to take ownership of a high-value client base and help shape a growing firm, we’d love to hear from you.


What next?


Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.


REF: 88326

This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Sevenoaks, South East Quilter Financial Planning

Posted 3 days ago

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Job Description

** CANDIDATES MUST HOLD UK LEVEL 4 DIPLOMA IN FINANCIAL ADVICE **


One of Quilter's partner firms are currently looking to recruit an experienced Financial Adviser on an employed basis to join their company and provide fully holistic financial advice to a varied range of clients and support investment professionals to cultivate client relationships


Skills

  • Understanding complex information - Analysing financial data
  • Team building - Collaboration
  • Consistency - Proficiency
  • Professionalism - Adaptability
  • Research and analysis - Client confidentiality
  • Listening and communication - Record keeping
  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills


Qualifications:

  • Diploma in Financial Advice
  • Some Industry Sales experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills


Benefits

  • Competitive salary and bonus package
  • Back-office support
This advertiser has chosen not to accept applicants from your region.

Financial Advisor

Leatherhead, South East Premier Jobs UK Limited

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

permanent

This Financial Adviser job provides opportunity to join a growing IFA firm. They are seeking an experienced Financial Adviser to join their team to takeover a client bank from a fellow Financial Advisor who is due to retire.

Your aim is to establish excellent rapport and understand their current and future needs. Your priority is on retention of client and identifying new business opportunities whe.

This advertiser has chosen not to accept applicants from your region.
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