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Recruitment Solutions (Folkestone) Ltd
London
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis. Transferable clients advantageous, good quality leads provided. This role can be either office based (free onsit
Job Source: Recruitment Solutions (Folkestone) LtdJems Recruitment Ltd
London
Hybrid role – 3 days in the office and 2 days working remotely Working 8am-4pm, 9am-5pm or 10am-6pm 5 days per week, Monday-Saturday, working twice a month on Saturdays with a day off during the week Excellent benefits: 26 days annual leave plus wellbeing days, bonus, contributory pension, private healthcare, life insurance, season ticket loan, car
Job Source: Jems Recruitment LtdHuntress - Maidstone
City of London, London
Customer Service Agent - Financial Services Central London £25,000-£27,000 Are you passionate about delivering exceptional customer service? Do you have a keen eye for detail and strong communication skills? Our esteemed client in Central London is seeking a dedicated Financial Services Customer Assistant to join their dynamic team. About the R
Job Source: Huntress - MaidstoneErnest Gordon Recruitment
City of London
IFA/Independent Financial Advisor (Self Employed) 100% Remote £100,000 Are you an independent financial advisor with a book of business and are looking for a more supportive team to support you without the extra cost, no matter where you are based in the UK? Do you want the opportunity to join a business that supports you in your growth of your po
Job Source: Ernest Gordon RecruitmentErnest Gordon Recruitment Limited
City of London
IFA/Independent Financial Advisor (Self Employed) 100% Remote £100,000 Are you an independent financial advisor with a book of business and are looking for a more supportive team to support you without the extra cost, no matter where you are based in the UK?...
Job Source: Ernest Gordon Recruitment LimitedErnest Gordon Recruitment Limited
City of London, London
IFA/Independent Financial Advisor (Self Employed) 100% Remote £100,000 Are you an independent financial advisor with a book of business and are looking for a more supportive team to support you without the extra cost, no matter where you are based in the UK? Do you want the opportunity to join a business that supports you in your growth of your
Job Source: Ernest Gordon Recruitment LimitedHuntress
Brentford, London
Job Title: ER Advisor Location: Brentford Job Type: Temporary - 3-4 months Start date: 22nd July 2024 Hourly rate: £20.51p/h Working hours: 9am to 5.30pm - hybrid working - 2/3 days working in the office required Job Description: An EdTech company is seeking a dedicated and experienced ER (Employee Relations) Advisor to join a dynamic HR team. The
Job Source: HuntressHuntress
Brentford
Job Title: ER Advisor Location: Brentford Job Type: Temporary - 3-4 months Start date: 22nd July 2024 Hourly rate: £20.51p/h Working hours: 9am to 5.30pm - hybrid working - 2/3 days working in the office required Job Description: An EdTech company is seeking a dedicated and experienced ER (Employee Relations) Advisor to join a dynamic HR team. The
Job Source: HuntressLondon
£ 60000 - 120000/annum Benefits and Commission
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis.
Transferable clients advantageous, good quality leads provided.
This role can be either office based (free onsite parking available) or fully home based or hybrid. Any UK location considered.
Financial Advisor Role:
You will offer financial advice that is best suited to meet the clients' needs. The services you provide will include retirement planning, Investments, life insurance, income protection, critical illness, Mortgages, and inheritance tax planning. We also have a commercial loan department & Wills; LPAs & Probate therefore identify appropriate leads which will be credited to your target as per agreed percentages.
You will be required to build long term relationships with your clients, allowing you to adapt and review their individual strategies in line with their needs, aspirations, and financial plans.
You will conduct full client contact from receiving a lead to fact find meetings and presentation meetings with back-office support provided. Help with Intelligent Office (CRM system), electronic ID check and all documents will be sent to clients on your behalf to be signed via DocuSign. Full paraplanning and admin support provided.You will be responsible to ensure a fully compliant file is prepared for each business area undertaken and file checking will be undertaken to ensure a 90% pass rate.
Financial Advisor Requirements
* Hold Level 4 Diploma as a minimum.
* Transferable clients (This may be after a period of restrictive covenant)
* Experience servicing a client book and generating new business.
* You will be proactive and continue to generate leads, referrals, and introducers.
* You will benefit from full back-office support as well as leads, referrals targeted bonus and a generous employee benefit (employed role).
Financial Advisor Salary and Benefits:
* Self-Employed or Employed (Base salary negotiable and dependant upon transferable book of clients)
* Death in Service Benefit.
* Company Pension, employer contribution based on salary level and agreed targets.
* Generous Bonus scheme paid quarterly based on production and agreed percentages.
* You can expect a generous holiday entitlement of 25 days and 1 additional day for each year completed up to maximum of 30 day. (Employed)
* Full expenses will be paid for any travel outside of normal working basis.
Business Production & Income Targets
* Salary to be negotiated, in conjunction with Industry standard target, with generous bonus scheme
* You will be expected to work closely with our accountancy practices to develop stakeholder relationships and work with their leads.
* We will provide you with good quality leads alongside self-generation from existing clients and recommendations.
* Full marketing support will be undertaken regularly
Email Alert for Financial Advisor jobs in London
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