apartmentBrakesplaceWindsor
SalesConsultant – Your Way – Home/Field Based –Windsor .FixedTerm Contract (12 months) - Covering MaternityLeave .Upto £39,000 with fantastic bonuses, company car &home-based contract & excellent companybenefits .Here at Brakes, wehave ambitious growth plans and are launching a brand new offeringca...
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Professional Services Category Manager

apartmentBramwith ConsultingplaceLondon, 19 mi from Gerrards Cross
Professional Services Category Manager @ Thriving Global FMCG | Indirect Procurement | Package c.£69k + 10% Bonus | West London (Hybrid) If you are interested in seizing this unique and exciting opportunity please apply here or send your CV...
apartment1st ExecutiveplaceStaines, 11 mi from Gerrards Cross
of this role is to manage an the Professional Services Infrastructure Procurement team. This role will oversee the sourcing, procurement, implementation, and post-contract management of a sub- programme of capital works professional services, client-side...
apartmentBramwith ConsultingplaceLondon, 19 mi from Gerrards Cross
Greenfield Senior Professional Services Procurement Manager  •  National Entertainment Industry Leader  •  North-West London  •  £90,000 - £110,000 + Bonus If you are an experienced professional services procurement professional who wants to utilize your...
apartment1st Executive LtdplaceStaines, 11 mi from Gerrards Cross
of this role is to manage an the Professional Services Infrastructure Procurement team. This role will oversee the sourcing, procurement, implementation, and post-contract management of a sub- programme of capital works professional services, client-side...
apartmentAttic Recruitment LimitedplaceLondon, 19 mi from Gerrards Cross
Are you an experienced Office Manager looking for a new challenge? We’re thrilled to be recruiting on behalf of our client, a prestigious professional services firm based in central London, for a dynamic and proactive individual to join their team...
apartmentBramwith ConsultingplaceLondon, 19 mi from Gerrards Cross
Greenfield Senior Professional Services Procurement Manager  •  National Entertainment Industry Leader  •  North-West London  •  £90,000 - £110,000 + Bonus If you are an experienced professional services procurement professional who wants to utilize your...
apartment1st ExecutiveplaceStaines, 11 mi from Gerrards Cross
is to manage an the Professional Services Infrastructure Procurement team.This role will oversee the sourcing, procurement, implementation, and post-contract management of a sub- programme of capital works professional services, client-side consultancy...
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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