Financial Adviser jobs in Torpoint
- Jones RecruitmentHybrid work in Plymouth PL6Typically responds within 4 daysEmployerActive 4 days ago
- A vacancy has occurred in this well established and very successful firm of independent wealth advisers and niche discretionary fund managers – we are looking…
- Westcotts Chartered Accountants and Business...Plymouth PL6 8LT·
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- M&CoPlymouth·
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- TC-GroupPlymouth PL6 7TLTypically responds within 3 days·
- Working with the Director of Financial Planning, you will have responsibility for providing holistic financial advice on a range of financial planning including…
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- Responsible LifePlymouth·
- As a Responsible later-life lending adviser, you will:
- Uphold client confidentiality and adhere to industry regulations for impartial financial advice.
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- Westcotts Chartered Accountants and Business...Hybrid work in Plymouth PL6 8LTEmployerActive 23 days ago·
- You will also manage the preparation of financial statements for non-audit clients.
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- Westcotts Chartered Accountants and Business...Hybrid work in Plymouth PL6 8LTEmployerActive 23 days ago·
- Managing the preparation of financial statements.
- You will also manage the preparation of financial statements for non-audit clients.
Job Post Details
Financial Advisor - job post
Job details
Pay
- £40,000 - £50,000 a year
Job type
- Permanent
- Full-time
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company pension
- Free parking
- Private medical insurance
- Work from home
Full job description
Position: IFA/ Wealth Adviser
Location: Plymouth
- No client bank required,
- Full Administration Team support
- Full Paraplanning Team support
- Appointments/lead generation provided
A vacancy has occurred in this well established and very successful firm of independent wealth advisers and niche discretionary fund managers – we are looking for someone who has experience of a regulated IFA/restricted adviser environment and a track record of conducting FCA regulated business.
Our client is focused on holistic financial planning with Financial Planning Reports and integrated client Financial Planning Reviews throughout the year. The candidate will be very professional, enthusiastic, client focussed with great integrity and able to simplify solutions for clients and so keeping them interested.
This is a fantastic opportunity to work in a hybrid working style with also the use of our offices for client meetings. At the core is relationship building with clients and integrating into the Inspire strategies, values and Investment Committees to help clients achieve their goals and lifestyle. Regular leads/appointments will be provided to help in achieving a targeted minimum 10% growth per annum of the business and therefore 10% growth in remuneration each year.
As part of your initial fast tracking and ongoing development within the company, the successful candidate will work closely with the Managing Director developing the skills required to become a successful Wealth Adviser.
Responsibilities:
- Offering full Independent Financial Advice to clients
- Growing a client bank.
Skills:
- Level 4 Diploma qualified as a minimum
- FCA regulated environment experience
- The ability to grow a client bank.
If you believe that this role is the ideal opportunity to you achieving a highly successful and rewarding career then send your CV to me today for immediate short listing.
Job Types: Full-time, Permanent
Pay: £40,000.00-£50,000.00 per year
Additional pay:
- Bonus scheme
Benefits:
- Company pension
- Free parking
- Private medical insurance
- Work from home
Schedule:
- Monday to Friday
Work Location: In person
Application deadline: 25/03/2025
Reference ID: WA1
Expected start date: 01/04/2025