Financial Adviser Vacancies, Nationwide opportunities

Financial Adviser vacancies with this fast growing Wealth Advice business, nationwide.

COMPANY INFORMATION

Our privately owned Client is a fast growing Wealth Advice business, employing over 500 people in 10 offices across the United Kingdom. They offer fee based independent wealth advice and investment management services to private individuals and offer comprehensive employee benefits consultancy and discretionary investment management services to small and medium sized enterprises. The Company's vision is to become the UK's leading provider of Wealth Advice.

JOB DETAILS

They are currently looking for Financial Advisers to advise their clients on all aspects of financial planning and wealth management. They need someone who can adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. You will be developing and delivering the agreed business targets whilst remaining compliant and meeting client’s needs.

CANDIDATE SPECIFICATIONS

To apply for this role, you must have proven ability to deal with new and existing clients on a fee basis and an understanding wealth management practices and processes. Your technical/product knowledge should be excellent and you will have a Diploma Personal Finance Society (Dip PFS) or equivalent.

To apply please click here.

IFA/Financial Planner Jobs at IFA Life Jobs

IFA and Financial Planner job vacancies - see the latest additions to our vacancies here.

Financial Services Candidates Wanted

IFA Life Jobs, the financial services jobs board, has a growing number of exciting job vacancies available, including Pension Administrators, Investment Managers, IFAs, Compliance roles, Paraplanner roles and Offshore opportunities to name but a few.

If you are a financial services professional and considering your next move, please get in touch or click here to visit the site, register your CV and view the current vacancies.

We very much look forward to welcoming you to IFA Life Jobs.

IFAs, UK, Do you want Clients not Broken Promises?

IFA vacancies, UK, excellent opportunity! Ask any IFA what they want most and they will say a full diary - Our client can guarantee new appointments for its advisers, whilst providing them with an autonomous grown up environment, excellent support and technology, and the chance to create true value in your business.

Through their access to clients, affinity groups, seminars and work place surgeries they were able to provide over 50% of all of their advisers’ activity and arranged over 8000 client appointments last year. To build on this success they plan to deliver 400 MORE client seminars than last year and need the advisers to follow up the appointments from these.

If you want access to this lead source and can show that you have a good track record as a tied or IFA adviser and can build and maintain profitable client relationships then contact us today!

Independent Financial Advisers, Nationwide

Our client is looking for Self Employed Independent Financial Advisers, IFAs, to join their growing organisation throughout the UK (Pay Rates up to 90%). Compliance framework and file checking Fees/commissions collection & reconciliation T&C resource & supervision Moneygate Adviser Portal license Agency set-up and transfer with Product Providers Technical assistance Business consultancy/growth support and RDR assistance Structured learning support & training through to Diploma qualification Examination costs re-imbursed by Moneygate Continuous Development Programme Plus Optional: Standard Case Management & Back-Office Administration Enhanced Case Management (only in addition to Std Case Management) Paraplanning Direct Referred Business (DRB) Orphan Client Management (OCM) Existing Client Management (ECM) To enquire about this opportunity, please click here.

Are you a retiring IFA with clients in London?

Are you a retiring IFA with clients in London? If you are considering leaving the financial services industry within the next 5 years why not consider joining MPL as an IFA either on an employed or self employed basis?

MPL - an RDR minded business- offers your clients a lively team of professional consultants to take on those existing client and professional introducer relationships further. Clients can benefit from in-house integrated discretionary fund management as well as some in depth pensions, financial planning and tax planning specialists.

To learn more about this very interesting opportunity, please click here.

Independent Financial Adviser, Lincolnshire

Employed Independent Financial Adviser job, based in Lincoln, covering Lincolnshire. An exciting opportunity to join a reputable provider of wealth management and financial planning advice as an Independent Financial Adviser. You will have the option to work from our Lincolnshire based office or from home and the option to be employed or self-employed.

The successful candidate will provide a holistic approach to financial planning and must be confident advising on whole of market regulated products including pensions, investments and protection. Full paraplanning, admin and compliance support supplied.

To be considered, you must have a track record of building new relationships with clients as well as nurturing existing ones to their potential. We will supply a core portfolio of existing clients and the candidate should be proactive to gain new clients.

Applicants with Diploma in Financial Planning preferred although candidates currently studying will also be considered.

Remuneration negotiable.

If you would like to apply for this position, please click here.

Senior Financial Adviser, Edinburgh

This very successful Financial Services Global Investment company are looking for a senior financial adviser for their Financial Strategy division based in their office in Edinburgh.

This team specialise in delivering strategic financial consulting advice to pension sponsors, trustees and managers. The team helps its clients achieve their unique risk management objectives, by delivering advice on pensions risk assessment, management and reduction, and integrates the pension solution within the overall financial strategy.

As a Senior Consultant, you will lead in the provision of the full-range of services to sophisticated clients, principally in the Scottish market. You will use your wide breadth and depth of actuarial knowledge and experience to develop and deliver customised solutions and advice on pension risk management and reduction in relation to pension schemes for corporate and trustee clients. You will have a particular focus on strategic advice to corporate clients, including assisting them in interactions with trustees and their advisors on funding strategy, covenant security, goal planning, buyout and other risk management strategies.

Key activities:
• To lead in the delivery of advice on pension risk management to sponsors and/or trustees.
• To drive the pension risk consulting agenda with clients.
• Responsible for managing and developing new and existing client relationships across business lines and geographies, and seeks to extend the range of services provided to our clients by leveraging resources and intellectual capital.
• Act as a mentor and role model, by motivating staff to deliver a high standard of work within given timeframes and budgets, thereby creating an environment that encourages both individual and team accomplishments.
• Ensures all professionalism and compliance processes are well understood and followed.

Skills and Qualifications required:

• Qualified actuary
• Relevant experience within the actuarial and investment environment, with specific experience of pension risk and funding consulting to corporate and trustee clients.
• Strong technical and consulting skills, with ability to explain complex concepts and assist clients in making informed decisions.
• Strong numerical reasoning, analytical skills and ability to work through tasks in a logical manner.

Salary is negotiable plus an excellent flexible benefits package which includes - Pension, Flexi-time, Childcare vouchers, Private Medical Insurance, Critical Illness, Dental Insurance, Life Assurance, Partner life insurance and much more!

*Full job description available *

To apply for this fantastic opportunity please click here.

Chartered FS firm seeks IFA for Employed Role, South West London

This Chartered financial services firm seeks an IFA to join them, based in South West London, on an employed basis. 

This a a small, but growing, company, with great clients and a really dynamic attitude. It takes a modern, holistic approach to financial planning. The company works very much as a team and anyone who comes in needs to enjoy that style of working.

They are currently growing their team but recruiting further IFA’s to their business. They are currently a Chartered IFA and intend to stay that way so qualifications are important.

If this sounds like the role and opportunity you have been looking for then please read on:-

As an IFA to their business duties will include:-

• To comply with the Financial Services and Markets Act 2000, the FSA Statements of Principle & Code of Practice and the relevant FSA rules at all times.
• Comply with the relevant Compliance, T&C and Anti-Money Laundering Procedures of the firm at all times.
• Keep up to date with all relevant products, legislative or technical changes.
• Prospect / contact potential clients to ensure sales targets are met.
• Ensure sufficient client information obtained and analyse information gathered.
• Undertake sufficient product and market research.
• Ensure suitable recommendations are made.
• Ensure all supporting documentation is maintained.
• Attain and maintain level of competence as required by the firm.

Relevant Skills and Knowledge:-

• The requisite generic knowledge and Diploma qualification or working towards
• Provision of advice to clients in a compliant manner as detailed in the firm’s Business Manual and Risk Plan.
• Maintain all standards of performance as required by the firm.
• Ensure relevant CPD is maintained and recorded accurately.

You will either be working Self Employed that would like the security of an employed position or as an employed IFA who is looking to be part of an exciting company.

Salary is very flexible and depending on experience but as a bench mark they are looking to pay between £25,000 - £40,000 + commission + company bonus. Commission is based on 2 times validation with 30% uncapped commission thereafter and a bonus structure is in place based on company profit.

To apply for this great role, please click here.

Financial Planner, City of London

This reputable financial services company are are currently looking to recruit an experienced independent financial planner to join their growing and ambitious practice based in the City of London.

They are fortunate enough to be able to provide a steady source of client introductions through their connections with solicitors, accountants and a number of affiliate groups.

The ideal candidate will be diploma or near diploma qualified, have a successful track record and have the ability to build on existing professional relationships as well as the confidence to develop new opportunities.

To apply for this exciting opportunity please click here.

IFA Life Jobs - The Place to Search Online for Financial Services Jobs

IFA Life Jobs,  the online financial services jobsboard, has seen a big increase in the number of applications for financial services jobs in the last few weeks.

We have a wide range of jobs currently being advertised including IFA jobs, Wealth Manager jobs, Paraplanner jobs and particularly Compliance jobs.  

If you a a financial services professional, looking for your next move, please visit us at http://www.ifalifejobs.com and register you CV.  We will be delighted to help you find you next job and are very happy to be contacted if you have any questions.

IFA Life Jobs - Compliance Jobs

IFA Life Jobs has seen a great number of Compliance positions recently added to the site, including

Head of Compliance, Birmingham, Compliance Associates, Nationwide and Senior Compliance Manager, London.

To see full details of these vacancies and the other Compliance postions, and to apply for any of the roles please click here.

IFA Life Jobs, the place for job seekers to find financial services jobs

IFA Life Jobs is the perfect choice for job seekers to find their next financial services role. Simply register your CV on the site and Search the latest jobs.  When you find the job you wish to apply for, you can do so in one click of the mouse.

If you set up email alerts for specific job types, we will email you immediately new jobs are added.

We are also very happy to help you in your search.  Please Contact us via IFA Life Jobs or get in touch with us by email at sarah@ifalifejobs.com and we will do all we can to assist you.

Financial Adviser and Wealth Management Roles

IFA Life Jobs has a fantastic variety of Financial Adviser and Wealth Management roles currently being advertised, in all locations of the UK. They include employed and self-employed roles.

If you are considering a job move, please take a look and apply for any that are of interest to you.

Head of Compliance, Birmingham

This is a fantastic opportunity to join one of the largest Financial Service Networks in the UK in a critical role; Head of Compliance, based in Birmingham with a salary of £50,000 to £65,000 plus benefits. The role is to ensure that the organisation’s compliance function works effectively and efficiently whilst becoming part of its operating culture thus supporting the business in terms of growth and success. You must: Work closely with other managers and senior leadership to develop and implement compliance measures. Ensure that current and future practice meets the organisation’s requirements. Help create strong communication channels. Set out clear frameworks, policies and procedures. Develop and implement a risk based compliance monitoring system. Ensure that appropriate plans are created and implemented to meet the development and training needs of staff. Knowledge: Experience of FSA rules and regulations with particular focus on retail distribution review Extensive knowledge and experience of working with a business compliance function Broad commercial awareness of regulation within the financial services industry Knowledge and experience of rules and regulations relating to networks The successful candidate will have significant experience in a senior compliance, or risk management role within an FSA regulated environment and full FPC/CF. Having a relevant Diploma would be a distinct advantage. To apply for this exciting role please click through to the IFA Life Jobs page here.

IFA Job in Lincoln, Employed or Self-Employed

IFA Life Jobs has a great role for an IFA to join a reputable, friendly wealth management firm in Lincoln.

Either an employed or self-employed role will be considered and full paraplanning, admin and compliance support will be supplied.

The successful candidate will provide a holistic approach to financial planning and must be confident advising on whole of market regulated products including pensions, investments and protection. You will have the option to work from our Lincolnshire based office or from home.

To be considered, you must have a track record of building new relationships with clients as well as nurturing existing ones to their potential. We will supply a core portfolio of existing clients and the candidate should be proactive to gain new clients.

Applicants with Diploma in Financial Planning preferred although candidates currently studying will also be considered.  

This is a great opportunity for an IFA to join a quality firm.  To enquire further about this role and to apply please click here.

For IFA Jobs, Financial Jobs and Paraplanner Jobs

IFA Life Jobs is a jobs board and recruitment service for the UK, European and Worldwide Financial Services Industry sector, including IFA jobs, Pensions, Compliance, Paraplanner positions and more.

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