Financial Adviser jobs in Winsford
- NJR RecruitmentMacclesfieldEmployerActive 3 days ago
- Present financial options to clients.
- Minimum 5 years of previous experience as a financial planner preferably from an independent setting.
- Return on Investment Ltd3.8Hybrid work in Nantwich CW5 5DQ
- Working pattern: Hybrid - 1 or 2 days per week at Nantwich and 1 day per month at our client’s office in Solihull (travel to client site will be expensed).
Business Sales Manager
Urgently neededReturn on Investment Ltd3.8Hybrid work in Nantwich CW5 5DQEmployerActive 5 days ago- Salary: Up to £30,000 + Uncapped Commission (Realistic OTE £40,000 plus).
- Drive Vehicle Sales: Champion the sale of vehicles by thoroughly understanding…
- Jane Deane Recruitment LimitedHybrid work in Cheadle SK8EmployerActive 2 days ago
- Conduct comprehensive financial assessments to understand clients' current financial situations and future goals.
- A full client bank will be provided .
- Oakmere Wealth ManagementNorthwich CW8 2LJ·
- Detail-Oriented: Able to manage complex financial information with accuracy and precision.
- Real-World Experience: Engage in client meetings, financial plan…
- NJR RecruitmentKnutsfordEmployerActive 2 days ago
- Clear understanding of the financial planning process.
- Receiving instructions during debriefings from advisers followingclient meetings.
- Jane Deane Recruitment LimitedManchesterEmployerActive 2 days ago
- Options for support towards study for recognised financial services.
- Processing fund switches, surrenders, income and investment withdrawals Product and…
- Foresters FinancialManchester·
- Sales background, previous experience in financial services would be advantageous, but not essential.
- If you are from a sales background, and have a genuine…
- Jane Deane Recruitment LimitedHybrid work in ManchesterEmployerActive 2 days ago
- To check the suitability of pension transfer transactions conducted by the firm.
- Provide timely and appropriate reports to Senior Management on the conduct of…
- Capio RecruitmentHybrid work in LiverpoolEmployerActive 6 days ago
- Developing strong relationships with existing financial planners to aid in the provision of financial planning advice to clients.
Will Writer
NewEssential Insurance4.2Sale M33 6HE- Coordinate with financial advisers, solicitors, and other stakeholders to implement comprehensive plans.
- Strong understanding of inheritance tax laws, wealth…
View similar jobs with this employerJane Deane Recruitment LimitedWilmslowEmployerActive 2 days ago- Collate comparative terms obtained and supply to advisers.
- For Administrators involved in Individual Client administration: Assist advisers with appropriate…
- Swiftsure Wealth Management LtdKnutsfordEmployerActive 4 days ago·
- Working with the team, assist with other advisers where necessary or when MD is on holiday etc.
- Covering a broad range of daily tasks, including but not limited…
- NugentLiverpool·
- Professional development and financial support with further education.
- Pension contributions matched up to 6%.
- Eligibility for Blue Light Card scheme.
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- MonzoRemote in Manchester·
- Providing the best customer experience when handling customer's complaints in writing and over the phone.
- Supporting Root Cause Analysis and internal feedback…
- View all Monzo jobs - Manchester jobs
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Job Post Details
Independent Financial Adviser - job post
Job details
Here’s how the job details align with your profile.Pay
- £55,000 - £70,000 a year
Job type
- Full-time
- Permanent
Location
BenefitsPulled from the full job description
- Company pension
- Private medical insurance
Full job description
Our Client is a highly successful and innovative IFA Practice who are based in the North West region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK. Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
This role is ideal for a candidate looking to further their career within Financial Services with a growing business committed to providing independent face to face advise to clients.
What's in it for you?
- Great basic salary
- Generous bonus structure
- Full admin and paraplanning support
- Clients provided
- 25 days annual leave & Bank Holidays
- Additional day off for your birthday
- Contributory pension scheme
- Private Healthcare
- Life assurance
- Health insurance
- Charity volunteer days
- Excellent Training and Development
As an experienced Wealth Planner, you will manage a well established client bank as well as acquire new clients, through referrals and by pro-actively presenting the service to potential clients and to introducers such as lawyers and other professional advisers.
Duties will include:
Speaking to clients in person, through video calls and telephone
Conduct thorough fact finds
Present financial options to clients
Work with the paraplanning and compliance teams
Conduct annual reviews
What we need from you:
Minimum 5 years of previous experience as a financial planner preferably from an independent setting
A strong knowledge of a range of pensions, investments and more complex financial products including VCTs etc
Minimum of Level 4 Diploma Qualified, although those working toward Chartered would be of most interest
Excellent communication skills
Driving licence and own vehicle
* Please note that this is a Regulated role and the successful candidate will need to pass a credit check, DBS check and provide a regulated reference *
If you are looking to take your career to the next level and join a thriving IFA firm, then apply now or contact NJR Recruitment quoting NJR15179
#FIN
Job Types: Full-time, Permanent
Pay: £55,000.00-£70,000.00 per year
Work Location: In person
Reference ID: NJR15179