Octane RecruitmentMaidenhead, 5 mi from Windsor
Parts Advisor Vacancy
• MaidenheadSalary: £29,000 + OTE £34,000Hours: Monday
• Friday, 7.45am
• 5.15pm, No SaturdaysRef: OC17669
We have a new vacancy for a Parts Advisor for my client's main dealership in the Maidenhead area. Excellent opportunity...
Weybridge, 12 mi from Windsor
This employed Financial Adviser job in Weybridge provides the opportunity to takeover an existing client bank £10m+.
As a Financial Adviser, you will be taking over the responsibility of managing the client’s financial planning and maintaining...
Leatherhead, 18 mi from Windsor
Non-Qualified Financial Advisor (Support to Qualified Advisor)
£25,000 - £30,000 + Progression + Pension + Bonus + Other Company Benefits
Leatherhead, Surrey, commutable from Dorking, Sutton, Byfleet, Redhill, Cobham, Weybridge, Guildford
Are you...
UberRickmansworth
Driving with Uber offers a flexible earning opportunity.It’s a great alternative to full-time driver jobs, part-time driver jobs or other part-time gigs, temp jobs or seasonal employment.Or maybe you’re already using other rideshare apps and want to supplement your income by becoming a driver using ...
UberShepperton
Driving with Uber offers a flexible earning opportunity.It’s a great alternative to full-time driver jobs, part-time driver jobs or other part-time gigs, temp jobs or seasonal employment.Or maybe you’re already using other rideshare apps and want to supplement your income by becoming a driver using ...
UberMarlow
Driving with Uber offers a flexible earning opportunity.It’s a great alternative to full-time driver jobs, part-time driver jobs or other part-time gigs, temp jobs or seasonal employment.Or maybe you’re already using other rideshare apps and want to supplement your income by becoming a driver using ...
Premier Jobs UK LimitedWeybridge, 12 mi from Windsor
This employed Financial Adviser job in Weybridge provides the opportunity to takeover an existing client bank £10m+.
As a Financial Adviser, you will be taking over the responsibility of managing the clients financial planning and maintaining...
Vision-FS RecruitmentBracknell, 5 mi from Windsor
Financial Advisor | Independent Financial Advisor
£100,000 - £150,000 | Un-Capped Earnings
Clients + Leads Provided
Nationwide Roles
YOUR NEW COMPANY
An industry-leading Financial Planning business seeks to expand its network of Diploma...
Get new jobs by email!
Get email updates for the latest Financial Advisor jobs in Windsor
It's free, and you can cancel email updates at any time
Financial Adviser
Gerrards Cross | Permanent | www.cv-library.co.uk |
My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.
The role
We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms’ future development plans
Skills and Experience
• IFA experienced in pensions and investments.
• Proven track record – minimum 3 years
• A proactive approach to client care, able to take ownership of your work and meet deadlines and targets
• Able and willing to work with IT, including specialist industry software
• Have a good understanding of regulation and legislation applicable to an advisory role
• Experience in attracting and maintaining relationships with high-net-worth clients
• Able to nurture existing and generate new professional connections
• Enthusiasm, drive, determination and self-motivation to secure new business
• A high level of confidence, presentation, and interpersonal skills
This role demands strong communication skills as the successful candidate will be required to deal with HNW individuals including company Directors, HR and Senior Management as well as professional connections.
About the candidate
• Ideally the successful candidate will be a Chartered Financial Planner however this is not essential
• They will be expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Annual Allowance, carry forward, LSA and LSDBA etc.
• The candidate will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism illustrating a strong understanding of the principles of risk, asset allocation and portfolio construction.
• They will be able to share their knowledge of the investment market with clients and our professional connections, acting as a financial coach and building trust.
Benefits
• This position will provide the opportunity to lead and work towards achieving directorship.
• Hybrid working
• My client provides full dedicated administration and paraplanning support, leading back-office software (Intelliflo, Dynamic Planner, Selecta Pension) and allowing flexibility in how you work.
• Workplace pension (Aviva)
• Healthcare (Westfield)
• generous holiday entitlement
• inclusive culture promoting employee wellbeing and engagement.
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
The role
We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team. The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms’ future development plans
Skills and Experience
• IFA experienced in pensions and investments.
• Proven track record – minimum 3 years
• A proactive approach to client care, able to take ownership of your work and meet deadlines and targets
• Able and willing to work with IT, including specialist industry software
• Have a good understanding of regulation and legislation applicable to an advisory role
• Experience in attracting and maintaining relationships with high-net-worth clients
• Able to nurture existing and generate new professional connections
• Enthusiasm, drive, determination and self-motivation to secure new business
• A high level of confidence, presentation, and interpersonal skills
This role demands strong communication skills as the successful candidate will be required to deal with HNW individuals including company Directors, HR and Senior Management as well as professional connections.
About the candidate
• Ideally the successful candidate will be a Chartered Financial Planner however this is not essential
• They will be expected to have a comprehensive understanding of investments and pensions including (not an exhaustive list) IHT, Income Tax, CGT, Annual/Tapered Annual Allowance, carry forward, LSA and LSDBA etc.
• The candidate will be a naturally confident communicator, driven and self-motivated and able to demonstrate professionalism illustrating a strong understanding of the principles of risk, asset allocation and portfolio construction.
• They will be able to share their knowledge of the investment market with clients and our professional connections, acting as a financial coach and building trust.
Benefits
• This position will provide the opportunity to lead and work towards achieving directorship.
• Hybrid working
• My client provides full dedicated administration and paraplanning support, leading back-office software (Intelliflo, Dynamic Planner, Selecta Pension) and allowing flexibility in how you work.
• Workplace pension (Aviva)
• Healthcare (Westfield)
• generous holiday entitlement
• inclusive culture promoting employee wellbeing and engagement.
Should you have any questions or wish to apply please do not hesitate to contact Clear Legal and Financial Recruitment
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful
Best jobs you don't want to miss: