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Your search has returned 89 jobs     

Financial Planner - Cheshire

Recruiter: IDEX Consulting LLP
Location: Cheshire
Salary: £40000 - £60000 per annum
Job Reference: FTA14070415
Date Added: 22/07/2014

A rare opportunity has arisen for an experienced HNW Financial Planner to join a growing team in Cheshire. This role comes with a large client bank due to a retiring Advisor.

• They are seeking a client-focused Financial Planner who wants to continue to provide independent advice, and who had the ability, intellect and confidence to deal with u...


Wealth Manager - Preston

Recruiter: IDEX Consulting LLP
Location: Preston
Salary: Negotiable
Job Reference: FTA14070407
Date Added: 22/07/2014

My Client is currently looking for a Wealth Manager to join their team in Preston.

As a Wealth Manager you are required to:
• Have the technical ability and be able to demonstrate the professional approach needed to advise private clients on the full spectrum of products and services available.
• Maintains & nurtures existing client relationsh...


Wealth Manager - Glasgow

Recruiter: IDEX Consulting LLP
Location: Glasgow
Salary: £40000 - £55000 per annum
Job Reference: FTA14070406
Date Added: 22/07/2014

My Client is currently looking for a Wealth Manager/IFA to join their business in Glasgow.

THE ROLE
• Advise clients on all aspects of financial planning and wealth management.
• Ability to develop relationships with both new and existing clients.
• Maintain and develop a portfolio of clients by providing high quality advice and consultancy b...


Financial Planner

Recruiter: IDEX Consulting LLP
Location: Worcestershire
Salary: Negotiable
Job Reference: FTA14070399
Date Added: 22/07/2014

Financial Planner
Worcestershire
Salary up to £50k + bonuses

Our client are an award winning, prestigious national organisation who have a successful restricted model in place.
As part of their growth plans in 2014 they now seek established planners to join the business and take on client banks that are generated through acquisitions and ex...


IFA

Recruiter: IDEX Consulting LLP
Location: Newmarket
Salary: Negotiable
Job Reference: FTA14070394
Date Added: 22/07/2014

Financial Advisor - Newmarket - £35,000

About the role

Developing a close working relationship is key and therefore the first step is normally to hold a meeting on a ‘without obligation’ basis. The purpose of the meeting would be to gain a full understanding of the prospective client’s position and key issues and objectives.

Following the ...


Financial Advisor

Recruiter: IDEX Consulting LLP
Location: Cheshire
Salary: Negotiable
Job Reference: FTA14070345
Date Added: 21/07/2014

My Client is currently looking for an experienced Financial Advisor to join their team in Cheshire.

THE ROLE
• The role focuses on auto enrolment but you will be also be responsible for providing financial advice to the employees on a private client basis
• Meeting SME owners and presenting to large numbers of employees.
• Completion of fac...


Senior Financial Planner

Recruiter: Exchange Street Financial Services
Location: Bristol
Salary: To c£65,000 + attractive bonus + benefits
Job Reference: FTA14070339
Date Added: 18/07/2014

An ambitious and expanding investment management firm, our client is looking to expand its financial planning operation into Bristol. This office's current advisers are at capacity, so this is an exciting opportunity for a senior adviser looking for a position with great prospects.

The role will focus on building relationships with the investme...


IFA Sales Support

Recruiter: IDEX Consulting LLP
Location: Bristol
Salary: £20000 - £26000 per annum + Benefits
Job Reference: FTA14070317
Date Added: 15/07/2014

IFA Sales Support
Bristol
Up to £26,000

This well respected Wealth Management Company based in Bristol are currently recruiting for a Senior IFA support to join their team. Their reputation is built upon their ability to build long lasting and successful relationships with their Clients.
Actively supporting the IFA’s, your role will include ...


IFA

Recruiter: IDEX Consulting LLP
Location: Liverpool
Salary: Negotiable
Job Reference: FTA14070308
Date Added: 15/07/2014

My Client is currently looking for an experienced Independent Financial Adviser to join their team in Liverpool where live clients are available for the successful individual.

Reporting to the Managing Partner, the ideal candidate will be a self- starter, capable of influencing others, comfortable dealing with entrepreneurs across a range of iss...