Financial Adviser jobs in Huddersfield
- Eventus Recruitment GroupGreater Manchester
- Free parking
- Company pension
- Private medical insurance
- On-site parking
- Work from home
- Level 4 Diploma in financial planning and competent adviser status.
- This Financial Adviser job suits an experienced adviser, financial planner or wealth adviser…
Trainee Financial Adviser
NewMultiple openingsCapio RecruitmentLeeds- Company pension
- Private medical insurance
- Cycle to work scheme
- Booking client calls and meetings on behalf of advisers.
- Preparing briefing notes and client correspondence on behalf of authorised advisers.
- Eventus Recruitment GroupSalford M50
- Proven experience delivering regulated holistic financial advice.
- Delivering holistic, regulated financial planning advice to clients affected by life-changing…
- View all Eventus Recruitment Group jobs - Salford jobs
- Salary Search: Financial Planner salaries in Salford
- Eventus Recruitment GroupManchester M3
- This is a permanent, full-time role that is mostly home-based, three to four days from home with the option of office-based working in Manchester or any of the…
- Rotherham Metropolitan Borough CouncilRotherham
- St Francis CMAT – Trust Headquarters with travel across all sites, The Old Grammar School, 13 Moorgate Road, Rotherham, S60 2EN.
Investment Consultant
Multiple openingsBaron & CabotManchester- Annual leave
- Relocation assistance
- Property Investment Consultant -_ Package_ & Bonus.
- 2% commission split on the Gross Development Value (GDV) (OTEs of £153,000 per year).
- Royal Bank of CanadaManchester M3
- A world-class training program in financial services.
- An extremely detailed and diverse knowledge of business sectors, current business developments, market…
- View all Royal Bank of Canada jobs - Manchester jobs - Wealth Manager jobs in Manchester
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- hirefulManchester M60
- At least 12 months' experience in a mortgage adviser role.
- You’ll listen to customers’ stories, assess their needs and recommend solutions that genuinely fit.
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- Armstrong WatsonLeeds LS1 5QS
- Introductory Commission Scheme (financial reward if you refer a new client).
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
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- Armstrong WatsonLeeds LS1 5QS
- Introductory Commission Scheme (financial reward if you refer a new client).
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
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- Armstrong WatsonLeeds LS1 5QS
- Introductory Commission Scheme (financial reward if you refer a new client).
- Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling…
- View all Armstrong Watson jobs - Leeds jobs - Planning Consultant jobs in Leeds
- Salary Search: Financial Planning Consultant salaries in Leeds
- Partnership RecruitmentFarnley and Wortley LS12 6AJ
- Prepare sound financial plans to ensure clients meet their financial goals and conducting ongoing reviews.
- Providing quality advice on pensions, investments,…
- The Openwork PartnershipLeeds LS11
- Liaise with financial advisers to query/challenge proposed recommendations where necessary.
- Providing research, analysis & technical support to a team of…
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- The Openwork PartnershipLeeds LS11
- Our head office administration, technology and regulatory teams provide exceptional support to all our financial advisers around the country, enabling them to…
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- Business management, administration and support.
- Collaborate with different teams on strategic projects with a goal of improving our client experience and…
- Skipton Building SocietySkipton
- You will be a listener, a problem solver and in time a fountain of knowledge to help them achieve their financial goals.
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Job Post Details
Financial Adviser - job post
Job details
Pay
- £50,000 - £55,000 a year
Job type
- Permanent
- Full-time
Shift and schedule
- Monday to Friday
Location
Benefits
Pulled from the full job description
- Free parking
- Company pension
- Private medical insurance
- Work from home
- On-site parking
Full job description
Eventus Recruitment are seeking a Financial Adviser to join a growing whole of market financial planning firm in Warrington, Cheshire. This is a full-time, permanent job paying £50,000 to £55,000, with a bonus of up to 15% of salary, a 10% employer pension contribution and 28 days holiday plus bank holidays. The job is home based, Monday to Friday, 9am to 5pm, with a visit to the Warrington, Cheshire office around once a fortnight and no evening appointments at all. For an experienced adviser who wants to give good advice without carrying new business targets, this one is rare.
Role Responsibilities
The job of Financial Adviser here works differently to most adviser jobs. There is no prospecting, no new business targets and no income goals. Your time goes on the advice itself, and the technical bar is high, because the cases that reach you are the complicated ones.
Key responsibilities include:
- Advising clients on withdrawals from onshore and offshore investment bonds, including the associated tax calculations
- Advising on access to pension benefits and drawdown
- Carrying out fund reviews and recommending changes where they are needed
- Calculating capital gains tax positions on withdrawals from investment accounts
- Writing your own suitability reports, supported by AI assisted report writing software
- Working with the in house analyst and the compliance team on more complex cases
- Delivering advice by telephone, video and email, with no face to face client meetings
- Handing completed advice to the administration team, who process it through to conclusion
Person Specification
This Financial Adviser job suits an experienced adviser, financial planner or wealth adviser who has had enough of aggressive sales cultures and evening appointments, and who takes real satisfaction in getting a piece of advice right first time. Bancassurance and network backgrounds work well here, as do advisers who came up through administration and paraplanning before qualifying. The bonus is paid on the quality of the advice rather than the volume of it, so an adviser chasing commission would not enjoy this job.
You should also be able to demonstrate the following:
- Level 4 Diploma in financial planning and competent adviser status
- Strong technical knowledge of onshore and offshore investment bonds
- Experience of pension decumulation, fund reviews and capital gains tax calculations
- Motivation that comes from advice quality rather than new business targets
- Willingness to adopt new technology and better ways of working
- Clear telephone and video communication, as all client contact is remote
Benefits and Rewards
As well as a salary of £50,000 to £55,000 depending on experience, this Financial Adviser job carries one of the strongest packages I see in the market:
- Bonus of up to 15% of salary
- 10% employer pension contribution
- 28 days holiday plus bank holidays, with the option to buy 3 more days
- Private medical insurance option
- Death in service cover at 4 times salary
- Home based working, with a visit to the Warrington, Cheshire office around once a fortnight
- Monday to Friday, 9am to 5pm, with no evening appointments and no travel to client homes
- Full-time and permanent
About the Company
The employer is a whole of market independent financial planning firm of around sixteen people, based in Warrington, Cheshire, and it has grown strongly over the past two years. The work here is technical rather than sales driven, which is why it is varied and free of any obligation to sell. The support is real rather than promised, with a dedicated group analyst on funds, an in house compliance team for complex cases, an administration team that processes advice once it is given and two other authorised advisers. The managing director reviews workload deliberately so that nobody is working under pressure, on the view that pressure is where mistakes come from. Development is taken seriously too, with advanced qualifications funded and rewarded, and a track record of coaching people through rather than giving up on them. I have placed three people into this business and every one of them is still there and doing well.
Next Steps
Apply now if your skills and experience align with this job. Alternatively, for a confidential conversation about this or other opportunities, contact Duncan McIlroy at Eventus Recruitment Group via email at duncan.mcilroy@eventusfinance.com or phone 07950 472 004. If this particular job isn't quite right but you're considering your next move, I'm always happy to have an off-the-record chat about the market.
The Eventus Recruitment Group are award-winning recruitment specialists operating across the UK and Ireland in the Legal, Finance and Financial Services sectors. Please note, the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found at the bottom of our website.
Pay: £50,000.00-£55,000.00 per year
Benefits:
- Company pension
- Free parking
- On-site parking
- Private medical insurance
- Work from home
Work Location: Remote