Financial Adviser jobs in Bushey
- Keystone3.4Hybrid work in Kingston upon ThamesTypically responds within 1 dayHiring ongoing
- Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
- You find yourself spending more time on admin and less…
- Cranleigh PersonnelHybrid work in Hertford
- Technical Focus: You’ll play a key role in supporting advisers, taking on technical tasks and complex casework to help clients reach their financial goals.
- London Premier Wealth Management LimitedLondon SW1ETypically responds within 1 day
- The candidate would have some experience in working in Financial Services advice sector, ideally within an IFA firm and would ideally be level 4 qualified or on…
- PIB Group3.4London
- Provide support to Directors and liaise with our client’s legal advisers if required.
- We are in search of a highly experienced Principal Designer/CDM Advisor to…
- Swarm RecruitmentSt Albans AL1 1BZ
- Our clients have an influx of leads to provide you, which each adviser comfortably doing between 10-15 cases per month.
- Financial Guarantee for 3 – 6 months.
- Financial SolutionsHarrow HA1Hiring ongoing
- You will be working with our highly experienced team of professional advisers and support staff.
- Identify customer’s financial needs and advise them with the…
- Clarence Place Wealth Management LtdLondon
- Successful candidates must have a full Diploma in Financial Planning Level 4 and must also have at least 12 months' experience as a financial advisor with a…
- Integrity Talent Solutions LtdKingston upon Thames
- Advising clients on a range of financial products in their homes, including savings plans, investments, pensions and protection policies.
- Ascot LloydHybrid work in LondonTypically responds within 1 day·
- Interest in financial markets/personal financial planning.
- Provide financial advice to clients on a range of whole of market financial planning solutions.
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- Recruit UK5.0London
- You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both…
- Southover WealthHybrid work in London EC3V 9BQ·
- As a trainee financial adviser you would be working directly alongside our managing director who is also a practicing financial adviser, to gain first-hand…
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- Financial SolutionsHarrow HA1
- Working closely with the advisers.
- Recent experience working within the industry as an adviser, administrator or paraplanner.
- Job Types: Full-time, Permanent.
- Financial DivisionsHybrid work in London EC3N 1AD·
- In this role, you will support a Partner by handling technical-level administration for Ultra High Net Worth clients, managing complex cases across pensions,…
- View all Financial Divisions jobs - London jobs
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- Herbert Smith FreehillsLondon·
- Advising key stakeholders on the financial crime & reputational risks arising from complex new business.
- Acting as a subject-matter expert and trusted advisor…
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- Foresters FinancialKingston upon Thames KT1 1AE·
- Understanding of the financial services and products we provide.
- Utilising your exceptional sales experience, you will help families and individuals reach their…
Job Post Details
Financial and/or Mortgage Adviser - job post
Job details
Pay
- £30,000 - £200,000 a year
Job type
- Freelance
- Full-time
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company events
- Free parking
- On-site parking
- Transport links
- Work from home
Full job description
*NO RECRUITMENT AGENCIES*
Our Careers Page - www.keystonewm.co.uk/careers
DipFa /CeMap or their equivalent IS REQUIRED
DOES ANY OF THIS RESONATE WITH YOU?
- You’re a successful financial / Mortgage adviser, either running your own business or working within a firm.
- The support you were promised at the start hasn’t materialised.
- Your entrepreneurial potential isn’t being fully harnessed.
- You find yourself spending more time on admin and less time with clients.
- There’s no support in building and nurturing your client community.
- You’re expected to work from home or provide your own office space.
- Centralised administrative support is minimal to non-existent.
- Your colleagues are not as collaborative and supportive as you’d hoped.
- Increasing compliance requirements are eating into your time.
- The technology at your disposal is outdated and inefficient.
- Your hard work isn’t fully recognised or appropriately rewarded.
SO, WHAT DOES 'BUSINESS-TO-BUSINESS' TRULY MEAN?
It should mean being valued as a professional, trusted to run your business as you see fit, without being micro-managed or having to justify every decision. At Keystone, we sum this up in one word: trust.
We offer you the freedom to manage your business your way. But when support is needed, we’re here for you. If you prefer to work independently, that’s absolutely fine too. We’ll equip you with everything you need to thrive, our only expectation is you uphold the high standards of professionalism that define our industry. Trust, after all, is a two-way street.
WHAT WE OFFER
- Self-Employed Freedom: Enjoy the independence of a self-employed role with extensive support.
- Competitive Earnings: You take home the lions share of the business you generate
- Comprehensive Support: Full compliance and administration support.
- Centralised Administration: Our focus is to remove as much admin from the advisers so they can do what they do best - advise clients.
- Incentive-Based Paraplanning: Free Paraplanning support subject to business levels achieved.
- Experienced Advisor Support: Guidance from experienced advisors to help you grow your business.
- Flexible Working: Work from our modern offices or from home, whatever suits your needs.
- Prime Office Space: Stylish, fully furnished offices, including kitchen, showers, meeting rooms and bean to cup coffee within the heart of Kingston upon Thames.
- Collaborative Ecosystem: The Keystone team works together with advisors to create a supportive environment that fosters collaboration and team development.
- Extensive Industry Network: Access to a large network of industry contacts and relations at your disposal.
- Ongoing Development: Regular opportunities for professional growth and development.
SALARY
£30,000 - £200,000
*This is a self employed position, earnings are based on business written and the client source*
WHAT WE ARE LOOKING FOR
- Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
- Drive & Ambition: Ability to build and manage a robust client portfolio.
- Client-Centric Approach: Exceptional ability to connect with clients and maintain strong, ethical relationships.
- Professionalism: High level of integrity and adherence to industry standards.
- Ongoing Learning: Commitment to continuous professional development.
Does this sound appealing?
Working with Keystone not only gives you the freedom to build your own financial services business, but also provides access to cutting-edge research tools, a compliance-driven, advice-based CRM system, and fully equipped modern offices and meeting rooms within the heart of Kingston-upon-Thames. Plus, you’ll have the support of our dedicated team, who are here to help you build your business, efficiently serve your clients, and ensure you meet the demands of the everchanging regulatory landscape.
If you'd like to see how an opportunity like this stacks up against other typical advisor career opportunities such as being employed under an AR or starting your own firm. Read our blog post on it here: www.keystonewm.co.uk/post/employed-or-self-employed-adviser
If this sounds refreshing and interesting, please get in touch to find out more.
*NO RECRUITMENT AGENCIES*
Job Types: Full-time, Freelance
Pay: £30,000.00-£200,000.00 per year
Benefits:
- Company events
- Free parking
- On-site parking
- Transport links
- Work from home
Schedule:
- Monday to Friday
Experience:
- Financial Adviser or Mortgage intermediary: 2 years (preferred)
Licence/Certification:
- DipFA/DipPFS or CeMap/CertCII(MP) (required)
Work Location: Hybrid remote in Kingston Upon Thames