1437 financial adviser jobs found

Location Melton Mowbray Salary £50000 - £65000 TypePermanent WorkplaceHybrid Ref87201 Recruiter Managing This Role Independent Financial Adviser Leicestershire up to £65,000 We are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region.  They are a Chartered IFA, with over 200 clients and AUM of over 700m. In this role you will be taking over a large client bank from a senior advisor who is retiring. You will be servicing these clients as well as looking to bring in new business. Key Benefits: Competitive Financial Planner Bonus scheme with uncapped earnings potential. Client bank with significant AUM with a professional handover. Fully matched Pension contribution of 5.00%. Life Assurance, covering four times your basic salary. 28 Days of annual leave + bank holidays The opportunity to work in a vibrant and flexible environment, both in the office and...

Financial Adviser (Self-Employed) - London Our client is looking to welcome a Financial Adviser into their team in London, to advise clients as appropriate to their circumstances and objectives. You will be joining a well-established SJP practice on a self-employed basis. For this role, we are looking for a candidate with at least 2 years advising experience, from either an IFA or SJP background. Our client can offer salary advances whilst you build your client bank (bringing your own clients over is not-essential for this role). Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient client information is obtained before any recommendation is made Making sure you follow relevant advice and sales procedures at all times Making sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment proposition Undertaking appropriate product...

My client is a highly prestigious and reputable firm based in Edinburgh city centre. Due to further expansion and business growth a vacancy has arisen for a first class Financial Adviser to join their team during an exciting time in their history. The company are an exceptionally professional practice with an outstanding reputation in the market. Their client base includes ex Directors, Shareholders and high net worth individuals so they seek someone who has an ability to interact at this level and able to provide a service to Senior clients. They work with some of the biggest DFMs available, with agreements in place ensuring a continual stream of referrals - this along with their strong grasp of the market ensures that the Wealth team are consistently set to grow. What they are looking for is an individual with a client focused approach, relationship builder and maintainer as opposed to salesperson. Regardless of FUM as clients are not required with the level of...

An award winning Chartered Financial Adviser firm have a unique opportunity for a Chartered (or close to completing) Financial Adviser or Senior IFA to join their team in Fife. This is a truly rare opportunity to join an well regarded practice with an outstanding reputation in the market, who pride themselves in client service and company ethics. The vacancy is due to growth of the firm via gradual growth, succession planning and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture. In the role due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. Whilst not a requirement for this position, they could also provide a safe home for any transferrable business when restrictive covenants allow. The right individual would be an adviser with...

Financial Adviser (Self-Employed) - Basingstoke Our client is looking to welcome a Financial Adviser into their team in Basingstoke, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient client information is obtained before any recommendation is made Making sure you follow relevant advice and sales procedures at all times Making sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment proposition Undertaking appropriate product and market research Making sure suitable recommendations are made at all times Making sure all supporting documents are maintained Making sure all clients are contacted in accordance with the agreed level of services offered Making sure clients receive relevant documentation in a timely way Dealing with client queries in an...

A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a Chartered (or close to completing) Financial Adviser/ Senior to join one of their teams. With offices in central Edinburgh or Glasgow (flexible in location) this is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics. The vacancy is due to growth of the firm via gradual, specific acquisitions and to ensure they maintain client standards and retention. Their advisers are some of the best in the industry with a first-class team culture. In the role due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course. Whilst not a requirement for this position, they could also provide a safe home for any transferrable business when restrictive...

Financial Adviser - Durham Our client is looking to welcome a Financial Adviser into their team in Durham, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient client information is obtained before any recommendation is made Making sure you follow relevant advice and sales procedures at all times Making sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment proposition Undertaking appropriate product and market research Making sure suitable recommendations are made at all times Making sure all supporting documents are maintained Making sure all clients are contacted in accordance with the agreed level of services offered Making sure clients receive relevant documentation in a timely way Dealing with client queries in an efficient and timely...

Location Stourbridge Salary £30000 - £40000 TypePermanent WorkplaceHybrid Ref87273 Recruiter Managing This Role Independent Financial Adviser Stourbridge/Birmingham Up to £40k + Bonus Our client is a Bespoke Financial Planning practice based in Stourbridge. They specialise in providing unique and bespoke advice to private and corporate clients. Having a highly successful joint legal venture, our client ensures they provide only the highest standard of advice on the market. This is a fantastic opportunity for an experienced Financial Planner to take on clients of the business from day one. Most clients come into the office although some are virtual and the majority are based locally. When you do have client meetings out and about, all expenses are covered. You will benefit from paraplanning and compliance support. There is no pressure on new business targets as there is already a client bank, of course, if this is part of the job you enjoy then this can be...

Trainee Financial Adviser - London We are working with a client in London looking for a confident, motivated and organised individual to join their team and have the opportunity to train to become a fully qualified Financial Adviser. The successful candidate will ideally be at graduate level, and will deliver support to a Senior Adviser and their team, whilst continuing the path to being fully qualified. Responsibilities: - Attend Client Meetings with Senior Advisers - Manage Action Points from Client Meetings - Business Submission - Carry Forward, Annual Allowance, Lifetime Allowance Calculations - Client Financial Review input/updating - Manage Pipeline for Senior Advisers - Analytics using FE Analytics and preparation of detailed Voyant reports - Respond to Client Inquiries (Technical and administrative) - Identify Opportunities and Referrals from Existing Clients - Managing workflow CRM systems  - Preparation of Illustrations...

Financial Adviser - Cornwall Our client is looking to welcome a Financial Adviser into their team in Cornwall, to advise clients as appropriate to their circumstances and objectives. Specific responsibilities Prospecting and contacting potential clients in accordance with the firm’s business plan Making sure sufficient client information is obtained before any recommendation is made Making sure you follow relevant advice and sales procedures at all times Making sure portfolios are managed in accordance with the client’s mandate, objectives and the firm’s investment proposition Undertaking appropriate product and market research Making sure suitable recommendations are made at all times Making sure all supporting documents are maintained Making sure all clients are contacted in accordance with the agreed level of services offered Making sure clients receive relevant documentation in a timely way Dealing with client queries in an efficient and timely...

Job description Are you an adviser who writes your own suitability reports or an experienced, level 4 qualified Paraplanner interested in combining that with delivery of advice and take your role to the next level? Idex consulting are looking for someone who is passionate about great client service to join this Large IFA. If you would like a role that combines advice and paraplanning/suitability report writing for an established portfolio of clients I want to hear from you. The role: The Trainee Adviser helps to execute the delivery of the Regional Business plan through great financial planning and service to clients whilst adhering to the relevant regulatory and governance requirements and giving due consideration to internal and external business risks You will undertake broad financial planning ensuring each client's goals are fully understood and the most appropriate solution offered Over the course of the first year you will then be given...

A leading and award winning independent financial advisory firm are looking to add additional advisers to their Scottish team. This role is home based but with meeting rooms available in central locations when required. They have a view to opening an office in the short-medium term once they have bolstered headcount. Currently the company employs over 150 IFAs and they are continuously expanding. This role is on an employed or self-employed basis with surplus clients available due to professional connections and a retiring adviser.

My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion, they have a requirement for a highly experienced adviser to join their Scotland team - covering a client base of circa 200 clients. In the job you will be servicing your book of business along with maintaining relationships and growing organically. Average size of cases vary but primarily higher net worth private clients across all areas of their wealth. The job will be primarily relationship management to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company. Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients. An entire administrative team will be provided. Virtual meetings will mostly be the way forward but you'll be left to manage your diary as you see fit - anticipating aprox 1/3rd face...

A chartered independent adviser firm, due to expansion and increasing workloads throughout the year have an outstanding opportunity for an adviser to join their central Glasgow team (returning to a hybrid work model). You will have your own paraplanner and sales support along with offering a client base for the successful candidate - the complexity of cases can depend on the level of experience. Whether it be to deal with renewals or to develop their client base - fundamentally as an independent practice they need someone who fits within their company culture. On the back of appointing the adviser they'll also recruit for another paraplanner.

My client is a growing and highly reputable wealth management firm at an exciting stage in their growth. Due to expansion and having ambitious plans for 2022, the have a new job vacancy for an experienced adviser to join their Scotland team in the Dundee area. In the job you will be servicing your book of business along with maintaining relationships and growing organically. Average size of cases vary but primarily medium - higher net worth private clients across all areas of their wealth. The job will be to secure and preserve the contacts they have and their account along with acting as an ambassador for this exceptionally high profile company to develop new business. Your time is focused solely on your passion for providing first class service and utilising your market knowledge to assist clients with full administartion/compliance backup. Virtual meetings will mostly be the way forward but you'll be left to manage your diary as you see fit - anticipating aprox 1/3rd face...

Our client is seeking to grow their team in the Huntingdon area by adding an Independent Financial Adviser. While it's preferred that the successful candidate brings an existing client base, this is not a strict requirement. The role provides significant long-term potential, including the possibility of partnership. This is an excellent opportunity for someone looking to advance their career in a firm that prioritises professionalism, ethical standards, and personal growth. If you’re seeking a supportive work environment that genuinely prioritises clients, this could be the perfect next step for you! Working Hours: Remote working Flexible hours Salary package on offer for the role of Financial Advisor: Employed or Self-Employed opportunity Basic Salary £40,000 - £50,000 £70,000 - £80,000 OTE (Based on your lead conversion and self-generated business) Bespoke commission splits Paraplanner support Business Development Team Training and...

Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme? This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management. With opportunities to work alongside experienced advisers, you’ll enhance your skills in areas like cashflow planning, effective questioning, and client meetings. Upon successful completion of a 12-week probation period, you’ll begin a tailored exam schedule, guiding you step-by-step toward the qualifications needed for an advisory role. Join our clients and take the first step towards a rewarding career in financial advice! Salary package on offer for the role of Trainee Financial Advisor: £30,000 - £35,000 Basic Salary Bonus Structure Working Hours: Monday – Friday...

Job Description Financial Advisor (Chesham) Salary: to £ 55000 p.a. Location: South East England, South East England Type: PERM Ref: VR/04224 This Leading National Wealth Manager Group which provides impartial, specialist advice for individuals, corporates and trustees on pensions, retirement planning, inheritance tax planning, investments and group risk and business protection matters, often working closely with other professional advisers such as accountants and lawyers. Specific Responsibilities: Provide strategic advice across a variety of financial products and services (Pensions, Investments & Savings, Protection) » Assess clients financial circumstances, understand their needs and develop a comprehensive financial plan » Make recommendations to clients that meet their goals and ambitions » Cultivate the client base and build relationships » Keep abreast of new industry developments and research the market...

Job description About our client Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice. Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners. This is a unique opportunity for an established Independent Financial Adviser to join a non-PE backed family orientated business supporting common goals with a long-term outlook. Role description Following success over multiple generations my client is looking to expand their IFA team and seek an individual to contribute towards their ongoing journey. Key objectives and highlights Provide full holistic, client centric independent advice to private individuals / families and business owners. Fully independent proposition (passive, active or...

Location Colchester Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref87124 Recruiter Managing This Role A reputable, established IFA is seeking a driven and motivated individual to join them as a Junior Financial Adviser. The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success. This company has created a culture where the business remains client focused and encourages everyone to achieve their goals. This is a fantastic chance to join a firm that can offer you a L&D program to become a well established, reputable Adviser. You will be working with a team of experienced administrators, paraplanners, and Advisers so youll be able to settle smoothly into the role  Benefits: Up to £35,000 Professional development and training Life assurance Income protection scheme Private...