Job Search

Send My CV My ERSG

IFA / Financial Advisor


This job does not exist anymore.

Try running a new search or browse our vacancies.

Or fill in the form below to receive job alerts.

2020-07-06 11:52:191970-01-01 Cavendish Maine
Job Type Permanent Full Time
Location Gloucestershire Region
Area South West, UK South West UK Gloucestershire Region
Sector Financial Services
Salary Up to £60,000 + Car + Significant Bonuses and Benefits
Currency GBP
Start Date
Advertiser Louise Sheppard
Job Ref LS/23014
Job Views 167
Description
Cavendish Maine are currently working with an award winning, highly respected and established firm of Chartered Financial Planners who are looking to recruit an additional IFA to their team.
 
The vacancy has come about organically, with existing Adviser staff at full client capacity but new enquiries coming in faster than ever due to their success. They are looking for a highly experienced Financial Adviser who can help them to grow the business.
 
The company are Independent and Chartered Financial Planners working with HNW clients across the South West.
 
The job spec is below:
 
  • Be the main point of contact for your clients
  • Conduct client reviews at least annually to include an update on clients’ needs and objectives, attitude to risk and current circumstances etc 
  • Actively monitor client’s portfolios to ensure ongoing suitability
  • Ensure you and your team deal with client enquiries in a timely manner and in adherence to our TCF requirements
  • Proactive leadership ensuring your team are able to perform their duties
  • Actively pursue and develop new client relationships
  • Focus on business development for the firm
 
Further information:
 
  • Employed role with starting basic salary between £40k - £60k depending on experience and qualifications.
  • Basic salary will increase over time to reflect an individual’s contribution to the business (management support, business development, strategy input etc).
  • A “seed” client bank will be provided
  • Leads will be provided from the company’s marketing activities.
 
The company will provide clients and the majority of your leads with full back office and paraplanning support in order to help you succeed. You'll be left to concentrate on impressing new clients and providing a first class service to those that you've signed up.
 
A competitive salary offered with bonus and full company benefits.
 
Reference: LS/23014
 
Candidate care:
 
By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application.
 
If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
 
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies.  If you do not want us to do this, please call us to advise.
 
In the meantime, we would like to thank you for your interest in Cavendish Maine.
 
 
Keywords
SectorClear
AreaClear
Job TypeClear
SalaryClear
CurrencyClear
Sign in
Register
Similar Jobs
  • Employed Financial Planner
    UK, South West
    Financial Services
    £40,000 - £60,000 + Performance related bonus

    There are endless opportunities out there for Financial Advisors who seek their next career move; employed and self-employed vacancies; some offer back office support, others offer client leads and some offer both.  Time and time again I speak to Advisors who were sold a dream that is yet to be...
  • Complaints Handler – 12 month FTC
    UK, South West
    Financial Services
    £30k - £35k plus good package

    Reporting to a Team Leader the role of Complaints Handler works as part of the Client Resolution Team and is offered on a 12 month FTC. Complaints Handler will be responsible for the accurate and timely resolution of all complaints received and in accordance with the requirements of the FCA’s ...
  • Marketing Development Executive
    UK, South West
    Financial Services
    £38,000

    Our award winning legal client are now seeking to appoint a Marketing Development Executive (as part of the Marketing Business Development team). You will work directly with the Business Development team who form part of the wider Marketing function. Reporting to and working closely with a Senior Bu...
Email Me Jobs Like This
Subscribed to similar jobs notifications
We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
+Necessary
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
ResolutionUsed to ensure the correct version of the site is displayed to your device.
essential
SessionUsed to track your user session on our website.
essential
+Statistics
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google AnalyticsGoogle Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.
Yes
No

More Details