Financial Adviser | IFA – Client Bank Provided

  • Wealth Planners
  • Sussex
  • Posted 2 weeks ago

Overview

 

Location: Horsham

Minimum Requirements: Level 4 Diploma

 

Our client is currently looking for a Financial Planner to join the team and work with and grow an existing portfolio of clients.

The role will be a mixture of managing the existing clients and growing the portfolio. The individual should be proactive as well as able to service existing clients.

 

What you will receive:

  • Salary basic dependent upon experience
  • Quarterly servicing bonus + commission for any new business generated
  • Car Allowance
  • Full back-office support
  • Existing client portfolio

WHAT YOU’LL NEED TO SUCCEED:

  • Diploma Level 4 Qualified UK Financial Adviser
  • Minimum of two years’ experience as a Financial Adviser
  • Experience of advising clients on Investments, Pension and Protection
  • Proven track record of success and achievement
  • Hungry, driven and motivated individual

 

Next steps:

If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.

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    Our client is currently looking for a Financial Planner to join the team and work with and grow an existing portfolio of clients.

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    WHAT YOU’LL NEED TO SUCCEED:

    • Diploma Level 4 Qualified UK Financial Adviser
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    • Proven track record of success and achievement
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    Next steps:

    If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.

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    Our client is currently looking for a Financial Planner to join the team and work with and grow an existing portfolio of clients.

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    Job Type: Wealth Planners

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    • Wealth Planners
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    • Posted 2 weeks ago

    Overview

     

    Location: Horsham

    Minimum Requirements: Level 4 Diploma

     

    Our client is currently looking for a Financial Planner to join the team and work with and grow an existing portfolio of clients.

    The role will be a mixture of managing the existing clients and growing the portfolio. The individual should be proactive as well as able to service existing clients.

     

    What you will receive:

    • Salary basic dependent upon experience
    • Quarterly servicing bonus + commission for any new business generated
    • Car Allowance
    • Full back-office support
    • Existing client portfolio

    WHAT YOU’LL NEED TO SUCCEED:

    • Diploma Level 4 Qualified UK Financial Adviser
    • Minimum of two years’ experience as a Financial Adviser
    • Experience of advising clients on Investments, Pension and Protection
    • Proven track record of success and achievement
    • Hungry, driven and motivated individual

     

    Next steps:

    If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.

    Related Jobs

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      Job Type: Mortgage Adviser

      Location: London

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      Salary: Competitive Basic + Bonus

      Our client in central London has the fantastic opportunity for a Mortgage Servicing Advisor to join their expanding team. They have grown through the recent period of uncertainty and have onboarded 8 people remotely since March 2020 and have further expansion plans for the rest of 2021, Due to this increase in business as well as aquisitions, they are now looking for a Servicing Advisor to develop and maintain repeat fee income by delivering our clients ongoing service and advice proposition to a defined portfolio of clients. You will identify new opportunities to grow the income and assets from the portfolio.

      You will have achieved CAS status with a commitment to work towards Chartered status. You will have;

      • Sound overall knowledge of the Mortgages services market
      • Strong client and product administration ability
      • Good knowledge and experience of the advice process and regulatory requirements
      • Excellent relationship building and management skills

      Next steps:

      If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.

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      Job Type: Wealth Planners

      Location: Hampshire

       

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      Minimum Requirements: Level 4 Diploma | CAS Status

      Our client is currently looking for a Financial Planner to join the team and work with and grow an existing portfolio of clients.

      The role will be a mixture of managing the existing clients and growing the portfolio. The individual should be proactive as well as able to service existing clients.

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      • Experience of providing holistic financial advice to HNW clients

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      • Diploma Level 4 Qualified UK Financial Adviser
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      • CAS signed off
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      • Proven track record of success and achievement
      • Hungry, driven and motivated individual

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      If you are happy to apply for this position, please click on the apply button and attach a copy of your CV.

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      • Excellent training opportunities

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      If this role sounds as though it could well be the one you’ve been waiting for, please email your CV with a covering letter now.

      Please note that due to the high level of response, only shortlisted candidates will be contacted. If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837