IFA – Independant Financial Advisor recruitment
General Summary:The core function of the successful candidate will be to build and execute sales budgets and plans to achieve sales targets by designing and implementing strategy and plans to increase sales and build the client base.Qualification Experience:Degree/Diploma in Financial Planning (Should be a certified Financial Advisor)Experience of sales in selling Financial ProductsShould be familiar with the broad range of investment and retirement savings options including the Financial Services Regulations, Personal Taxation Ethical Investment Risk Financial Protection and Retirement Planning.Should Read more […]
Product, Technical Specialist, Life, Bonds, Wealth, IFA, Trusts recruitment
To provide technical support relating to Investment Bonds, tax and Trusts both generically with awareness of the UK market, and specifically relating to products, to various internal areas and externally to IFAs and compliance teams where necessary.Dimensions of Position:The successful candidate will be an integral part of the Technical Services team and report directly to the Head of Technical Services and Training for the UK Wealth Management business. Other members of the technical services team provide technical services in respect of pensions, investment and individual protection, though Read more […]
Private Banker – IFA – Wealth Manager recruitment
A exciting and rare opportunity has arisen for a qualified Financial Adviser/Wealth Manager to join a newly established Wealth Management company with head offices/quarters in the nicer of the Channel Islands(Guernsey)You can be based anywhere yet will work under license and report directly into head office in the Channel Islands.The role will involve developing new business so you should have a transferable bank/pool of live clients that will transfer with you. As the company is fairly new you will also be responsible for carrying out many marketing responsibilities.Duties will involve.Meeting Read more […]
IFA – Accountancy Practice
BWD is an award winning search and selection firm committed to delivering a first class service within financial services. Since our incorporation we have provided recruitment solutions to a range of clients from large life offices, banking institutions and asset managers to independent financial advisors. Our success has been largely based on recruiting like-minded professionals who have the same core values and ethics as the Directors: honesty, transparency, respect of confidentiality and a commitment to professional development. We make it our mission to provide the best possible service to Read more […]
IFA, office or home based, Employed or Self Employed Job in Rotherham, Yorkshire Uk
Our Client a Chartered Financial Planners, provides a full range of financial advisory services. Their advisors operate very much within a team environment and it is common for clients to deal with more than one adviser depending on the types of advice that an individual requires.Their services include advice on: – Personal pension planning- Investment planning- Estate planning- Individual protection- Mortgages- Equity release mortgages- Corporate protection- Corporate pensions- Self invested personal pensions- Individual private medical insurance plans- Corporate private medical insurance- Cash Read more […]
IFA – Relationship Manager – recruitment
My client is seeking an experienced and knowledgable IFA or Broker to join a new and exciting company based from the Channel Islands.You ideally will have at least 8 to 10 years experinence and be currently operating within the HNW/UHNW client arena offering advice to Clients regarding various Wealth issues including Investments, Trusts, Pensions, Tax, Insurance, etc etc.You will be currently managing a large portfolio of customers in excess of $1 million wealthYou will be expected to grow your own client base using your current connections and contacts.There will be regular travel required Read more […]