There are 168 jobs in this category (Updated: 06/11/05)
| Accountancy IFA - HNW / Corporate | Basic £35,000-£45,000 + health + bonus |
| We are currently looking for a top-notch IFA to join the Financial Services arm of one of the Top 50 Accountancy firms in the UK and one of the largest Independent Accountancy firms outside of Central London. The Financial Services practice has been so successful that they now deal with clients of other Accountancy and Legal firms. They cover the full range of personal and corporate planning for Life, Pensions & Investments with particular specialisation in IHT and Capital Raising. Superb sales support is on offer and you will be assigned to one or two accountants within the practice so that you can work more closely in devising strategies to develop business. There are plenty of clients to go at who will be seen in the office or on their own premises. REQUIREMENTS: -> Must be existing IFA but do not need to have own clients -> Highly professional and confident dealing with Accountants & their clients -> Must be an all-rounder able to advice HNW and Corporate clients -> AFPC an advantage but not essential. -> Must have a track record of success (probably writing in excess of £200k) -> Must be able to drive PACKAGE -> Basic = £35,000-£45,000 -> Potential for guarantees depending on current earnings -> Bonus scheme once validation level reached (£120-130k) -> Health Insurance -> Usual employed benefits. |
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| Finchley Vacancy - Job Ref: 365 | Added / Updated : 22/02/04 |
| Annuity Adviser Team Leader | circa 30k basic + bonus + full banking benefits |
| The specialist annuity division of this international banking group are loooking to recruit an experience Annuity consultant. Ideally you will hold Competent Supervisor Status but if you do not then this could be an opportunity to progress your career. This brand new role will report to the Sales Manager and have responsibility for motivating and managing part of a team of 14 Annuity Advisers as well as managing a small case load of sales calls. The division receives leads from throughout the group and then goes out to find the best annuity from the whole of the market. The company is looking to interview and offer the role by mid-November and all applicants will require Full FPC, excellent knowledge of the pensions market, proven sales experience and experience of managing and motivating a team (CSS not required) On offer is a basic or circa £30k + average OTE bonus of 25% + private medical + fully flexible banking benefits |
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| Buckinghamshire Vacancy - Job Ref: 2020 | Added / Updated : 02/11/05 |
| Corporate / HNW Financial Adviser - OTE 50k+ | 26k basic + car + bonuses etc : OTE 55-90k+ |
| IFA arm of one of the biggest Banking & Financial Services groups in the world is looking to recruit experienced & trainee financial advisers. You will be set up either with a home-office or in a local office / branch depending on the location. The role could entail a variety of Corporate and Personal HNW independent financial advice although the exact mix will vary depending on the location. For Corporate work you will be working closely with a team of 5-8 local Small Business Banking Managers with small-medium Ltd Companies / Partnerships on their Protection / Pensions requirements in addition to the personal planning for the directors and partners. The Business Banking managers are generally targeted to produce £25k gross commission worth of leads per year so the potential to write business and earn bonus is good. Your ability to develop internal relationships with these business introducers is key to your success - historically people from a bancassurance environment or IFAs who have worked with professional introducers are particularly strong at this. For Personal planning you will receive leads from the branch network and the Private Client Banking division so again internal communication skills are important. Prior experience of the corporate market varies based on the requirements of the local Sales Manager - but it is not often required so if in doubt, contact us to discuss. IFA experience and/or AFPCs would be a plus - but again these are not essential. ESSENTIAL REQUIREMENTS The minimum Group HR requirements for ALL applicants are as follows: 1. Full FPC / CeFA or Equivalent 2. Current total earnings at or above the level of the basic salary for the role you are applying 3. Stable work history (no more than 3 moves in 5 years) The group can consider applicants from those currently or recently working as Financial Advisers as well as those working in roles related to Regulates Sales such as: Broker Consultant, Sales Trainer, Paraplanner, Sales Manager, General Insurance sales, Mortgage consultant, Stockbroker, Senior Retail Banking staff. |
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| Ashford Vacancy - Job Ref: 1778 | Added / Updated : 25/10/05 |
| Bath Area Vacancy - Job Ref: 1498 | Added / Updated : 09/03/05 |
| Bexley Vacancy - Job Ref: 1485 | Added / Updated : 09/03/05 |
| Bournemouth Vacancy - Job Ref: 1451 | Added / Updated : 11/02/05 |
| Brighton Vacancy - Job Ref: 1783 | Added / Updated : 25/10/05 |
| Bromley Vacancy - Job Ref: 1492 | Added / Updated : 09/03/05 |
| Bury / Bolton Vacancy - Job Ref: 1453 | Added / Updated : 11/02/05 |
| Cambridge Vacancy - Job Ref: 1575 | Added / Updated : 25/04/05 |
| Canterbury Vacancy - Job Ref: 1784 | Added / Updated : 25/10/05 |
| Cardiff Vacancy - Job Ref: 753 | Added / Updated : 09/06/04 |
| Cardiff Vacancy - Job Ref: 1497 | Added / Updated : 09/03/05 |
| Chelmsford Vacancy - Job Ref: 1576 | Added / Updated : 25/04/05 |
| Cheshire Vacancy - Job Ref: 1441 | Added / Updated : 04/02/05 |
| Chichester Vacancy - Job Ref: 1788 | Added / Updated : 25/10/05 |
| City Vacancy - Job Ref: 1450 | Added / Updated : 10/02/05 |
| Crawley Vacancy - Job Ref: 1787 | Added / Updated : 25/10/05 |
| Darlington / Tees Vacancy - Job Ref: 1462 | Added / Updated : 11/02/05 |
| Derby / Nottingham Vacancy - Job Ref: 1456 | Added / Updated : 11/02/05 |
| Dorset Vacancy - Job Ref: 1463 | Added / Updated : 15/02/05 |
| Dover Vacancy - Job Ref: 1898 | Added / Updated : 27/10/05 |
| East Grinstead Vacancy - Job Ref: 1782 | Added / Updated : 25/10/05 |
| East Sussex Vacancy - Job Ref: 1780 | Added / Updated : 25/10/05 |
| Fareham / Portsmouth area Vacancy - Job Ref: 1572 | Added / Updated : 25/04/05 |
| Folkestone Vacancy - Job Ref: 1896 | Added / Updated : 27/10/05 |
| Gloucester / Stroud Vacancy - Job Ref: 1573 | Added / Updated : 25/04/05 |
| Gravesend Vacancy - Job Ref: 1897 | Added / Updated : 27/10/05 |
| Guildford Vacancy - Job Ref: 1486 | Added / Updated : 09/03/05 |
| Harrogate Vacancy - Job Ref: 837 | Added / Updated : 24/06/04 |
| Ipswich North Vacancy - Job Ref: 1574 | Added / Updated : 25/04/05 |
| Kent Vacancy - Job Ref: 1779 | Added / Updated : 25/10/05 |
| Kingston / Leatherhead / Banstead Vacancy - Job Ref: 1776 | Added / Updated : 25/10/05 |
| Leeds / Wakefield Vacancy - Job Ref: 1460 | Added / Updated : 11/02/05 |
| Maidstone Vacancy - Job Ref: 1777 | Added / Updated : 25/10/05 |
| Manchester Vacancy - Job Ref: 1439 | Added / Updated : 04/02/05 |
| Mid Kent Vacancy - Job Ref: 1489 | Added / Updated : 09/03/05 |
| Mid-Essex Vacancy - Job Ref: 1772 | Added / Updated : 25/10/05 |
| North West London Vacancy - Job Ref: 1483 | Added / Updated : 09/03/05 |
| Oxford ST/West End Vacancy - Job Ref: 1461 | Added / Updated : 11/02/05 |
| Peterborough Vacancy - Job Ref: 1458 | Added / Updated : 11/02/05 |
| Plymouth / Exeter Vacancy - Job Ref: 754 | Added / Updated : 11/06/04 |
| Reading Vacancy - Job Ref: 1321 | Added / Updated : 06/01/05 |
| Reigate Vacancy - Job Ref: 1488 | Added / Updated : 09/03/05 |
| Richmond Vacancy - Job Ref: 1895 | Added / Updated : 27/10/05 |
| Sevenoaks Vacancy - Job Ref: 1894 | Added / Updated : 26/10/05 |
| Sheffield Vacancy - Job Ref: 1457 | Added / Updated : 11/02/05 |
| South Manchester Vacancy - Job Ref: 1440 | Added / Updated : 04/02/05 |
| Stevenage / Baldock Vacancy - Job Ref: 1596 | Added / Updated : 14/06/05 |
| Swansea Vacancy - Job Ref: 1496 | Added / Updated : 09/03/05 |
| Telford Vacancy - Job Ref: 1448 | Added / Updated : 10/02/05 |
| Tonbridge Wells Vacancy - Job Ref: 1781 | Added / Updated : 25/10/05 |
| Warrington Vacancy - Job Ref: 1452 | Added / Updated : 11/02/05 |
| Watford/North West London Vacancy - Job Ref: 1459 | Added / Updated : 11/02/05 |
| Welwyn / Luton Vacancy - Job Ref: 1789 | Added / Updated : 25/10/05 |
| West Sussex Vacancy - Job Ref: 1494 | Added / Updated : 09/03/05 |
| Corporate Bank IFA (OTE circa 50-60k) | Basic 26-39k + car allowance + final salary + bonus etc |
| One of Europe's leading Financial Services groups is looking to expand its face-to-face Independent Financial Services arm. Whilst you will work alongside the tied Bank based sales force where the tied products are not best suited to their clients, you should expect to be more pro-active in gaining referrals and generating new business yourself. Typically you will be covering a larger territory than a tied adviser and in most cases will cover a number of branch locations with the flexibility to see clients on their own premises or out of hours on occasion. The IFA sales force structure their advisers based on the type of client you can expect to deal with and vacancies exist for Personal, Corporate and a mixture of the two. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 3 years Regulated Sales experience -> A minimum of 2 years cumulative post-CAS experience (you do not necessarily have to be CAS currently) -> Stable work history (no more than 3 jobs in the last 5 years - exceptions made for Redundancies etc) PACKAGE: A superb package is on offer with recent changes to the 2004 remuneration scheme introducing a more simplified commission structure with unlimited bonus. Shared targets with Lead providers (Their targets mirror/exceed advisers). The package consists of the following: -> Basic salary £25,700 to £38,600 -> Regional Large Town Allowance up to £3,450 -> Quarterly Sales Bonus -> Annual business quality bonus (up to £10,000) -> Negotiable Guarantees available depending on background -> Car Allowance / Flexible Benefits of £4,600 -> 28 days holiday + 8 bank holidays -> Profit Share (10% for the last several years) -> Non-Contributory 60ths Final Salary Scheme from day one -> 4x DIS -> Mortgage Subsidy -> Share Save Scheme -> Preferential Loans & Product Discounts -> Interest Free Season Ticket loan General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Dundee & Perthshire Vacancy - Job Ref: 1762 | Added / Updated : 24/10/05 |
| Hull / Grimsby Vacancy - Job Ref: 1761 | Added / Updated : 24/10/05 |
| London Vacancy - Job Ref: 1767 | Added / Updated : 24/10/05 |
| North West England Vacancy - Job Ref: 1766 | Added / Updated : 24/10/05 |
| Somerset Vacancy - Job Ref: 1673 | Added / Updated : 08/08/05 |
| Corporate IFA | 20-35k basic + bonus : Average OTEs 45-60k |
| Established Corporate IFA's required to join one of the countries most successful IFA companies. The firm currently advises over 40% of the FTSE 100. Dealing purely with corporate clients you will be providing advice on the full range of products with particular attention to Investment Planning & Employee Benefits. Leads will be provided but it is essential that you are proactive and can generate new leads & professional connections. Ideally you should have an existing client base that you can bring with you. The office will provide comprehensive support with one PA for every two consultants. Package includes the following: basic 25,000 - 50,000, Car, Fringe benefits, PHI, DIS, AFPC programme, laptop, Renewal Commission buyout scheme. You will hold Full FPC along with Competent Adviser Status (CAS) General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Hampshire Vacancy - Job Ref: 447 | Added / Updated : 08/03/04 |
| HNW Bank IFA (OTE 60-70k) | Basic 26-39k + car allowance + final salary + bonus etc |
| One of Europe's leading Financial Services groups is looking to expand its face-to-face Independent Financial Services arm. Whilst you will work alongside the tied Bank based sales force where the tied products are not best suited to their clients, you should expect to be more pro-active in gaining referrals and generating new business yourself. Typically you will be covering a larger territory than a tied adviser and in most cases will cover a number of branch locations with the flexibility to see clients on their own premises or out of hours on occasion. The IFA sales force structure their advisers based on the type of client you can expect to deal with and vacancies exist for Personal, Corporate and a mixture of the two. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 3 years Regulated Sales experience -> A minimum of 2 years cumulative post-CAS experience (you do not necessarily have to be CAS currently) -> Stable work history (no more than 3 jobs in the last 5 years - exceptions made for Redundancies etc) PACKAGE: A superb package is on offer with recent changes to the 2004 remuneration scheme introducing a more simplified commission structure with unlimited bonus. Shared targets with Lead providers (Their targets mirror/exceed advisers). The package consists of the following: -> Basic salary £25,700 to £38,600 -> Regional Large Town Allowance up to £3,450 -> Quarterly Sales Bonus -> Annual business quality bonus (up to £10,000) -> Negotiable Guarantees available depending on background -> Car Allowance / Flexible Benefits of £4,600 -> 28 days holiday + 8 bank holidays -> Profit Share (10% for the last several years) -> Non-Contributory 60ths Final Salary Scheme from day one -> 4x DIS -> Mortgage Subsidy -> Share Save Scheme -> Preferential Loans & Product Discounts -> Interest Free Season Ticket loan General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Bradford / Halifax Vacancy - Job Ref: 1768 | Added / Updated : 24/10/05 |
| Glasgow Vacancy - Job Ref: 1763 | Added / Updated : 24/10/05 |
| Luton Vacancy - Job Ref: 1660 | Added / Updated : 05/08/05 |
| Malverns Vacancy - Job Ref: 1670 | Added / Updated : 08/08/05 |
| Moray Vacancy - Job Ref: 1764 | Added / Updated : 24/10/05 |
| Perth & Tayside Vacancy - Job Ref: 1765 | Added / Updated : 24/10/05 |
| South Manchester / Stockport Vacancy - Job Ref: 86 | Added / Updated : 22/02/04 |
| Teesside Vacancy - Job Ref: 1769 | Added / Updated : 24/10/05 |
| HNW IFA - South East | 25-50k basic + car allowance + pension + bonus : OTE 45-90k+ |
| Established Financial Advisers required to join one of the countries most successful National IFA companies. Dealing with A&B customers you will be providing advice on the full range of products with particular attention to IHT, Long Term Care & Investment Planning. The South East region is where this company started and where they have the strongest name awareness and brand loyalty amongst clients and introducers. This is the top performing region in the country and despite only having 35 RI's, their production alone in 2003 puts them in the top 30 nationally of IFA companies with £6.5 million in fee & commission income and £1.75 million in profit. Unlike the rest of the country, the SE Region has over 9000 unallocated HNW clients and as such, there is no specific requirement for you to have an existing client bank. The company sits on the Solicitors & Accountancy panel and have a good source of professional introducers. In addition to this there is a wide range of sales support and expertise to fall back on. The company firmly believes in Financial Advice rather than product sales - and as such you will need to have evidence of achievement with a holistic approach. The main office is in Bracknell - although the company is fully geared towards field-based consultants and you have the option of working from the offices if you are within commuting distance. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 2 years Regulated Sales experience PACKAGE: This company is one of the few to provide a Renewal Buy-Out scheme. The package consists of the following: -> Basic £25,000 - £50,000 (depending on experience, qualifications & clients) -> Quarterly Bonus -> Car Allowance (approx £5k depending on grade) + expenses -> 10% non-contributory GPP -> PHI -> DIS -> Renewal Buyout scheme -> State of the art Laptop and all home-office technology (regardless of whether you are home of office based) -> Sales support (normally 1 PA / Paraplanner for every 4 consultants. Where a consultant produces more than £200k then they will get their own PA) General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Bournemouth Vacancy - Job Ref: 282 | Added / Updated : 22/02/04 |
| Brighton Vacancy - Job Ref: 281 | Added / Updated : 22/02/04 |
| Cornwall Vacancy - Job Ref: 438 | Added / Updated : 25/02/04 |
| Croydon Vacancy - Job Ref: 283 | Added / Updated : 22/02/04 |
| Devon Vacancy - Job Ref: 439 | Added / Updated : 25/02/04 |
| Guildford Vacancy - Job Ref: 288 | Added / Updated : 22/02/04 |
| Hemel Hempstead Vacancy - Job Ref: 290 | Added / Updated : 22/02/04 |
| High Wycombe Vacancy - Job Ref: 289 | Added / Updated : 22/02/04 |
| Kingston-upon-Thames Vacancy - Job Ref: 284 | Added / Updated : 22/02/04 |
| Oxford Vacancy - Job Ref: 291 | Added / Updated : 22/02/04 |
| Portsmouth Vacancy - Job Ref: 285 | Added / Updated : 22/02/04 |
| Reading Vacancy - Job Ref: 292 | Added / Updated : 22/02/04 |
| Redhill Vacancy - Job Ref: 286 | Added / Updated : 22/02/04 |
| Salisbury Vacancy - Job Ref: 295 | Added / Updated : 22/02/04 |
| Slough Vacancy - Job Ref: 293 | Added / Updated : 22/02/04 |
| Southampton Vacancy - Job Ref: 287 | Added / Updated : 22/02/04 |
| Swindon Vacancy - Job Ref: 294 | Added / Updated : 22/02/04 |
| Twickenham Vacancy - Job Ref: 296 | Added / Updated : 22/02/04 |
| Uxbridge Vacancy - Job Ref: 297 | Added / Updated : 22/02/04 |
| Watford Vacancy - Job Ref: 298 | Added / Updated : 22/02/04 |
| worthing Vacancy - Job Ref: 367 | Added / Updated : 22/02/04 |
| HNW Personal IFA - OTE 60k+ | 25-50k basic + car allowance + pension + bonus : OTE 45-90k+ |
| Established Financial Advisers required to join one of the countries most successful National IFA companies. Dealing with A&B customers you will be providing advice on the full range of products with particular attention to IHT, Long Term Care & Investment Planning. The company sits on the Solicitors & Accountancy panel and have a good source of professional introducers. In addition to this there is a wide range of sales support and expertise to fall back on. The company firmly believes in Financial Advice rather than product sales - and as such you will need to have evidence of achievement with a holistic approach. The company is fully geared towards field-based consultants and you have the option of working from the offices if you are within commuting distance. The availability of a client bank to work from varies with each location so you do not necessarily need an existing bank of clients to work from. We will be able to advise you of the local support available when we speak to you. REQUIREMENTS: -> Full FPC or CeFA -> A minimum of 2 years Regulated Sales experience -> Ideally IFA experience but not essential if you have the right aptitude to HNW / Investment advice PACKAGE: This company is one of the few to provide a Renewal Buy-Out scheme. The package consists of the following: -> Basic £25,000 - £50,000 (depending on experience, qualifications & clients) -> Quarterly Bonus -> Car Allowance (approx £5k depending on grade) + expenses -> 10% non-contributory GPP -> PHI -> DIS -> Renewal Buyout scheme -> State of the art Laptop and all home-office technology (regardless of whether you are home of office based) -> Sales support (normally 1 PA / Paraplanner for every 4 consultants. Where a consultant produces more than £200k then they will get their own PA) General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Gloucester Vacancy - Job Ref: 442 | Added / Updated : 25/02/04 |
| Hereford Vacancy - Job Ref: 440 | Added / Updated : 25/02/04 |
| Norwich Vacancy - Job Ref: 366 | Added / Updated : 22/02/04 |
| Worcester Vacancy - Job Ref: 441 | Added / Updated : 25/02/04 |
| Home-Based Bank IFA | £25-30k basic + car + unlimited bonus + final salary pension |
| According to the Financial Times, our client is one of the top 50 companies to work for in 2005. The sales force currently stands at 90 IFA's nationally with plans to grow this to 110 in the short term future. There are developments on the horizon which would require rapid expansion to 250 IFAs although there is no firm timescale at this stage. We are looking for driven applicants with the motivation and potential to develop themselves personally and technically with AFPC qualifications. You will be set up to work from home and will be given a teritory to manage. The current set up does not provide warm leads so you should have a pro-active approach to prospecting from an existing client bank and gaining referrals. There may be developments in the future that mean you will receive a medium to high level of branch leads but this cannot be guaranteed. Therefore the role is probably best suited to those with an IFA, Direct Sales or Home Service background. The business is main personal planning with the main focus in Portfolio Reconstruction, IHT Planning and Specialist Pensions. There is also some scope for corporate advice. Package (average earnings of £40,000 - top consultant on £100,000) -> Basic of £25-30,000 + £2,000 on completion of AFPC -> Contributory Final Salary Pension -> Uncapped Bonus scheme -> 28 days holiday + bank holidays -> Work/Life balance policy (enhanced maternity leave, compressed hours, career break, etc) -> Preferential rates on loans and other banking benefits |
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| Bath Vacancy - Job Ref: 1419 | Added / Updated : 02/02/05 |
| Birmingham North East Vacancy - Job Ref: 1416 | Added / Updated : 02/02/05 |
| Bridgend / Valleys Vacancy - Job Ref: 1638 | Added / Updated : 29/06/05 |
| Cambridge Vacancy - Job Ref: 1414 | Added / Updated : 02/02/05 |
| Cambridge Vacancy - Job Ref: 1641 | Added / Updated : 04/07/05 |
| Cwmbran Vacancy - Job Ref: 1639 | Added / Updated : 29/06/05 |
| Dudley Vacancy - Job Ref: 1415 | Added / Updated : 02/02/05 |
| Ferryhill Vacancy - Job Ref: 1406 | Added / Updated : 02/02/05 |
| Ipswich Vacancy - Job Ref: 1412 | Added / Updated : 02/02/05 |
| London W & NW Vacancy - Job Ref: 1422 | Added / Updated : 02/02/05 |
| Manchester Vacancy - Job Ref: 1365 | Added / Updated : 28/01/05 |
| Merthyr Tydfil Vacancy - Job Ref: 1421 | Added / Updated : 02/02/05 |
| Milton Keynes Vacancy - Job Ref: 1413 | Added / Updated : 02/02/05 |
| Norwich Vacancy - Job Ref: 1407 | Added / Updated : 02/02/05 |
| Sheffield Vacancy - Job Ref: 1362 | Added / Updated : 28/01/05 |
| Stafford Vacancy - Job Ref: 1636 | Added / Updated : 27/06/05 |
| Stroud Vacancy - Job Ref: 1418 | Added / Updated : 02/02/05 |
| Swansea Vacancy - Job Ref: 1637 | Added / Updated : 29/06/05 |
| Swindon Vacancy - Job Ref: 1420 | Added / Updated : 02/02/05 |
| Weston Super Mare Vacancy - Job Ref: 1417 | Added / Updated : 02/02/05 |
| IFA | Self-Employed with option to take £1500 pcm draw. |
| Established partnership of a national IFA practice are looking to recruit in a number of locations where they have an excess of leads. Consultants will be home-based. They are looking for existing IFA's or tied people who want to become IFA's, with at least FPC 3 ( but they don't nee to be CAS), they would also prefer them to have MAQ/CEMAP. They will pay an agreed % of Gross commission, this figure will be agreed at outset, and is usually around the 60% mark. They will pay a guaranteed draw of up to £1,500 usually paid per month, but paid as £750.00 fortnightly. (which is a draw against future commissions). This is a schedule D, contract and is therefore paid Gross. General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Bristol Vacancy - Job Ref: 667 | Added / Updated : 24/05/04 |
| Buckinghamshire Vacancy - Job Ref: 280 | Added / Updated : 22/02/04 |
| East Anglia Vacancy - Job Ref: 663 | Added / Updated : 24/05/04 |
| Essex Vacancy - Job Ref: 664 | Added / Updated : 24/05/04 |
| Harrogate Vacancy - Job Ref: 1331 | Added / Updated : 12/01/05 |
| Hertfordshire Vacancy - Job Ref: 666 | Added / Updated : 24/05/04 |
| North London Vacancy - Job Ref: 665 | Added / Updated : 24/05/04 |
| Somerset Vacancy - Job Ref: 668 | Added / Updated : 24/05/04 |
| South Yorkshire Vacancy - Job Ref: 669 | Added / Updated : 24/05/04 |
| West Yorkshire Vacancy - Job Ref: 670 | Added / Updated : 24/05/04 |
| IFA (Employed & Self-Employed) | Basic up to 40k + benefits or Self-Employed |
| Our client has been established in the UK for over 30 years and has over 300 IFAs working from home and from 24 regional offices. One of the leading IFA groups they are one of the three IFA firms recommended by the Law Society to its members and it's clientele falls into the A&B demographics. They are part of a larger European IFA Group with over 5,500 IFAs and 1.25 million private clients. The Group has a holistic and lifetime approach to advisory services. Currently 64% of group revenue comes from long-term asset formation and retirement planning although their advisers do also get involved in Corporate and other areas. They are looking for technically strong consultants - ideally demonstrated by AFPC qualifications or CFP status. However, you must also be able to demonstrate consistent production levels of at least £100,000 Gross Commission / Fees. They are able to discuss both Schedule D&E contracts. General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Birmingham Vacancy - Job Ref: 1534 | Added / Updated : 29/03/05 |
| Bristol Vacancy - Job Ref: 1535 | Added / Updated : 29/03/05 |
| Cambridge Vacancy - Job Ref: 1536 | Added / Updated : 29/03/05 |
| Cardiff Vacancy - Job Ref: 1537 | Added / Updated : 29/03/05 |
| Cheltenham Vacancy - Job Ref: 1539 | Added / Updated : 29/03/05 |
| Edinburgh Vacancy - Job Ref: 1540 | Added / Updated : 29/03/05 |
| Exeter Vacancy - Job Ref: 1538 | Added / Updated : 29/03/05 |
| Glasgow Vacancy - Job Ref: 1541 | Added / Updated : 29/03/05 |
| Godalming Vacancy - Job Ref: 1542 | Added / Updated : 29/03/05 |
| Inverness Vacancy - Job Ref: 1544 | Added / Updated : 29/03/05 |
| Iver Vacancy - Job Ref: 1543 | Added / Updated : 29/03/05 |
| Leeds Vacancy - Job Ref: 1545 | Added / Updated : 29/03/05 |
| Leicester Vacancy - Job Ref: 1546 | Added / Updated : 29/03/05 |
| London Vacancy - Job Ref: 1547 | Added / Updated : 29/03/05 |
| Manchester Vacancy - Job Ref: 1548 | Added / Updated : 29/03/05 |
| Newcastle-upon-Tyne Vacancy - Job Ref: 1549 | Added / Updated : 29/03/05 |
| Salisbury Vacancy - Job Ref: 1550 | Added / Updated : 29/03/05 |
| Stockton on Tees Vacancy - Job Ref: 1551 | Added / Updated : 29/03/05 |
| Tunbridge Wells Vacancy - Job Ref: 1552 | Added / Updated : 29/03/05 |
| Walton-on-Thames Vacancy - Job Ref: 1553 | Added / Updated : 29/03/05 |
| Wilmslow Vacancy - Job Ref: 1554 | Added / Updated : 29/03/05 |
| IFA Financial Planner | Self Employed |
| Highly successful Midlands, East Anglia and Home Counties IFA Group are looking to recruit additional IFA Consultants who are looking for support to improve their business and to continue to develop their knowledge. Applicants will be existing IFAs or top producers in a Tied environment looking for support to make the transition to an IFA role. You will have an existing client base or introducer source to work from and must be focussed on developing your business, benefiting from the experience and support of this established firm. They will work with you to achieve your goals, assisting in setting up the infrastructure of your business, providing stationary, product research and client management software and helping you with marketing and business development ideas. Generous commission structures and share options are on offer. | |
| Home Counties Vacancy - Job Ref: 1131 | Added / Updated : 28/09/04 |
| London Vacancy - Job Ref: 1224 | Added / Updated : 02/11/04 |
| Independent Financial Adviser | Self-employed with commission split up to 75% |
| Regional practice of this National IFA are looking to expand by recruiting a hungry and experienced adviser. This is a relatively young practice but the principle has over 14 years Financial Services experience. You could be from either a Tied or IFA background but must have sufficient clients to support yourself initially. Full admin support is available and a marketing budget is available which will increase with your production levels. You should be producing the equivalent of at least 70-80k Gross Commission currently. Commission levels are negotiable but a guide is 55-75% which is dependent on production levels. There is the potential to take an equity share in the practice for the right person. |
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| Docklands Vacancy - Job Ref: 1239 | Added / Updated : 10/11/04 |
| Potters Bar Vacancy - Job Ref: 1240 | Added / Updated : 10/11/04 |
| Independent Financial Planners - avg OTE 40-60k+ | 25k basic + car or allowance + pensions + BUPA + banking benefits |
| Leading regional Building Society Group are looking to expand their IFA financial services arm with a new policy to place a Financial Adviser in every branch. They have a highly succesful sales force and as such, they are looking to continue their success by recruiting the right people. Some of these branches will not currently be fully supporting 5 days a week but you will have full access to the client database so candidates with direct sales or home service history would be well suited to 'hunt' from this source in addition to branch leads. You will need to have at least 3 years relevent experience along with Full FPC and Competent Adviser Status. Your persistency should be at least 90% and your current production should be the equivalent of at least £75,000 gross commission with a reasonably high level of appointments (8-10 1st / 4-5 2nds per week). AFPC is highly desirable although not essential. You should have reasonably competent IT skills as you will be using a laptop to run the electronic fact-find and product selection software. On offer is a 25k basic + car or allowance + pensions + BUPA + banking benefits. Realistic 1st year earnings would depend on your experience of IFA advice and how quickly you can pick it up - a minimum of circa £33k, average of £40k and as much as £50-60k for the strongest candidates. Once you reach a certain level of production you will receive dedicated paraplanner support. General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Arundel Vacancy - Job Ref: 1218 | Added / Updated : 01/11/04 |
| Boston Vacancy - Job Ref: 1213 | Added / Updated : 29/10/04 |
| Bury St Edmunds Vacancy - Job Ref: 1220 | Added / Updated : 01/11/04 |
| Cambridge Vacancy - Job Ref: 1221 | Added / Updated : 01/11/04 |
| Clacton Vacancy - Job Ref: 1219 | Added / Updated : 01/11/04 |
| Gt Yarmouth Vacancy - Job Ref: 1172 | Added / Updated : 26/10/04 |
| Huntingdon Vacancy - Job Ref: 1222 | Added / Updated : 01/11/04 |
| Peterborough Vacancy - Job Ref: 1178 | Added / Updated : 27/10/04 |
| Spalding Vacancy - Job Ref: 1214 | Added / Updated : 29/10/04 |
| Whittlesea Vacancy - Job Ref: 1223 | Added / Updated : 01/11/04 |
| Telephone Based Pensions Transfer Consutlant | 25-30k + branch bonus |
| Our client has been established in the UK for over 30 years and has over 300 IFAs working from home and from 24 regional offices. One of the leading IFA groups they are one of the three IFA firms recommended by the Law Society to its members and it's clientel falls into the A&B demographics. They are part of a larger European IFA Group with over 5,500 IFAs and 1.25 million private clients. The Group has a holistic and lifetime appoach to advisory services. Currently 64% of group revenue comes from long-term asset formation and retirement planning although their advisers do also get involved in Corporate and other areas. They have recently aquired a specialist IFA dealing soley with Pensions Transfer business entirely over the phone. There is a high level of activity so we are looking for someone ideally with telephone advice experience and experience or an aptitude towards Pensions Transfer work. G60 is not an essential requriement as training will be provided to the right person. General Eligibility Note: Financial Services is a highly regulated industry and most Financial Adviser, Mortgage Adviser and Sales Manager jobs require applicants to have the relevant qualifications and FSA authorisations. Financial Advisors / Consultants all require the Full FPC (Financial Planning Certificate) and CAS (Competent Adviser Status). Most Mortgage Advice roles require CeMAP or MAQ along with RMA Status (Registered Mortgage Adviser). Please ensure that you have any of the essential items stated in the advert copy before applying as we are generally unable to help unqualified applicants |
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| Iver Vacancy - Job Ref: 1589 | Added / Updated : 29/04/05 |
| Ultra HNW IFA for Stockbroking Firm | 40k basic + £6500 car allowance + 20% pension + bonus + benefits |
| Our client has been established for over 160 years as one of London's leading Stockbroking firms. In the 2002 they launched a Financial Services team to work closely with the stockbrokers throughout their 18 regional offices. This is primarily an office based role and you will be sitting with the stockbrokers and form part of the team - you will be involved with the team meetings and form part of the team bonus. The firm is part of a multi-national Banking group and they currently take 5% (20,000) of the bank's premier clients based on income/assets along with 100,000 of their own clients. The majority of the clients are 'Old Money' and rarely receive financial advice. Due to the nature of this role it is essential that you are not fazed by sitting in front of a client earning £2 million pa. All of your clients earn at least £300k pa or have non-property assets of £250k+. To this end there is a strong focus on IHT planning but this is fully holistic advice role with 25% of clients opting for a fee-based service. It is essential that you are able to integrate with the stockbrokers and your HNW technical expertise will probably be evidenced by G10. Your current earnings must be at least £50k and should have experience working with high net worth introducers within a structured, managed environment. An exceptional package is on offer to the illusive 'right candidate' to include: -> 40k basic -> £6500 car allowance -> 20% company contribution to money-purchase pension -> Bonus -> Full banking benefits ESSENTIAL REQUIREMENTS The minimum Group HR requirements for ALL applicants are as follows: 1. Full FPC / CeFA or Equivalent 2. Current total earnings at or above the level of the basic salary for the role you are applying 3. Stable work history (no more than 3 moves in 5 years) The group can consider applicants from those currently or recently working as Financial Advisers as well as those working in roles related to Regulates Sales such as: Broker Consultant, Sales Trainer, Paraplanner, Sales Manager, General Insurance sales, Mortgage consultant, Stockbroker, Senior Retail Banking staff. |
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| Birmingham Vacancy - Job Ref: 1656 | Added / Updated : 02/08/05 |
| Bristol Vacancy - Job Ref: 1657 | Added / Updated : 02/08/05 |
| Glasgow Vacancy - Job Ref: 1652 | Added / Updated : 02/08/05 |
| Leeds Vacancy - Job Ref: 1654 | Added / Updated : 02/08/05 |
| London Vacancy - Job Ref: 1658 | Added / Updated : 02/08/05 |
| Manchester Vacancy - Job Ref: 1653 | Added / Updated : 02/08/05 |
| South East Vacancy - Job Ref: 1659 | Added / Updated : 02/08/05 |