Independent Financial Adviser - Individual Wealth Advice
£75k - £100k per yearEmployment Specialists Ltd
We're working with a respected and well established, growing Financial Planning business in East Anglia looking to recruit an experienced Financial Adviser to join their Wealth Advisory team. You'll inherit a loyal client base and be fully supported by strong paraplanning and administration, giving you the space to focus on advice and client relationships. What you’ll be doing as Financial Adviser Providing holistic Financial Planning advice to an existing bank of clients and developing new relationships Preparing and presenting tailored recommendations across pensions, investments, protection and estate planning Working closely with in‑house technical and compliance support to maintain high professional standards Identifying new advice opportunities through referrals, networking and professional connections What we’re looking for as Financial Adviser Proven experience providing regulated advice in a client‑facing role (ideally 5+ years) Strong technical knowledge across pensions, investments and tax‑efficient planning A confident relationship‑builder with a client‑first mindset Proactive and commercially driven, comfortable generating new business through connections and referrals What’s on offer Salary £75,000-£100,000 (depending on experience) + discretionary annual bonus Pension scheme, life assurance and a strong benefits package Full paraplanning and admin support An existing book of contacts as well as superb warm leads and introductions Genuine long‑term career development in a professional, supportive environment Apply Now Fill in the form and attach your CV below #J-18808-Ljbffr Employment Specialists Ltd
- ...Senior Wealth Advisor (High-Net-Worth Focus... ...high-net-worth individuals and families, managing... ...Deliver holistic financial planning across:... ...comprehensive advice Partner with... ...Active Investment Adviser Representative credentials... ...relationships independently ~...Suggested
$70k
...Citi Global Wealth brings together the full power of Citi to serve the entire... ...business supports ultra-high-net-worth individuals and family offices through Citi... ...Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold® Private...SuggestedFull timeWork at office- ...LPL Financial collaborates with banks to provide a... ...advisor model as a Wealth Advisor affiliated with... ...advisor to provide an advice-based approach to... ...designed to meet the individualized needs of each customer... ...and ability to work independently Excellent verbal,...SuggestedWork at officeLocal area
- ...Senior Wealth Advisor SAFE Act - Suffolk County Working at Citi... ...decisions through advice, counsel and/or facilitating... ...affected by the performance of the individual. Responsibilities: Build... ...Retail bank through the use of financial planning and excellent...SuggestedWork at office
- ...investment solutions to meet their financial needs. As a Private Client... ...Associate in J.P. Morgan Wealth Management, you will provide... ...equity, awarded in recognition of individual achievements and... ..., auto financing, investment advice, small business loans and payment...Suggested
$97k - $127k
...ultra-high-net-worth individuals and families to... ...to preserve their wealth for future generations... ...worth clients and advise them in all areas of their financial lives. Associate... ...to greater independence related to client... ...creativity and objective advice with the extensive...Permanent employmentTemporary workWork at officeFlexible hours$70k
Citi Global Wealth brings together the full power of Citi to serve the entire continuum... ...supports ultra-high-net-worth individuals and family offices through Citi... ...Wealth Advisor will offer comprehensive financial and investment advice to our Citigold® and Citigold®...Full timeWork at office£75k - £100k per year
A leading financial planning firm in East Anglia is seeking an experienced Financial Adviser to join their Wealth Advisory team. In this role, you will provide comprehensive financial advice to a loyal client base while also developing new relationships. The position offers...$115k - $180k
Wealth Advisor Our client is widely recognized for its... ...platform-offering advice that truly makes a difference... ...Advisors serve as financial confidantes, initially... ...Comfortable interacting with individuals of significant wealth Experience advising clients and being...Flexible hours$100k - $200k
Financial Services Team Associate Blue Ocean Wealth Solutions, LLC Position Overview Blue Ocean Wealth... ...Solutions, LLC helps individuals and families achieve... ...development Ability to work independently while contributing... ...investment or insurance advice require appropriate licensing...Full timeContract workFor contractorsWork at officeWork visa- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...
$70k - $120k
Citi is looking for a Wealth Relationship Advisor in Huntington, New York, to build and deepen... ...their expertise to provide investment advice and ensure compliance with regulatory... ...should have 5-8 years of sales experience in financial services, strong analytical skills, and...$70k - $120k
Overview The Wealth Relationship Advisor SAFE Act is a seasoned professional role that applies... ...clients in PWM and Retail bank through financial planning and discovery/profiling skills.... ...recommendations and provide investment advice to clients through a select number of solutions...Work at office$70k - $120k
Citigroup Inc. is hiring a Wealth Relationship Advisor in Huntington, New York. This is a... ...professionals with 5-8 years of experience in financial services, strong analytical and... ...client relationships, providing investment advice, and ensuring compliance with regulatory...Full time- ...networks and collaboration across departments to maximize service delivery and increase client satisfaction. A Bachelor's degree, 7+ years of experience in wealth management, and relevant licenses are required to fulfill this key role. #J-18808-Ljbffr Avior Executive Search
- Charles Schwab is seeking a Financial Consultant Partner (FCP) to support Sr. Financial Consultants and their affluent wealth management practice. You will deepen client relationships... ...while providing exceptional service and advice. The role requires valid Series 7 and...
$60k - $100k
...to help clients obtain their financial goals and plan for the future... ..., and gather information for wealth planning. At RBC Wealth Management... ...together to deliver trusted advice to help our clients thrive... ...targets and you meet your individual goals. RBC’s...Full timeFlexible hours- ...exceptionally talented individuals who are collaborative,... ..., providing targeted advice, developing thoughtful... ...new client acquisition Advise clients on their... ...investment management, wealth planning, credit and banking... ...in Private Banking or Financial Services Bachelor’s...Temporary workWork experience placement
$78.52k - $117.52k
...role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year... ...needs analysis to provide goals-based advice, an introduction to the... ...Small Business staff Contributes individually, as a team member and as a mentor...Work at officeLocal areaWork from homeFlexible hours$66.56k - $99.32k
...Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA)... ...goals, educate and advise prospects and clients regarding... ...of each client's individual circumstances and a lasting... ...ongoing objective financial advice, long-term retirement...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$32k
...LPL Financial Advisor Job Category: Investment Location: Bethpage... ...education to provide optimal advice and guidance, preserving... ...post-retirement planning and wealth transfer strategies, that include... ...the various account types, Individual, Joint, TOD, Custodial, Guardianship...Base plus commissionFlexible hours- ...The Organization: The Wealth Alliance is an SEC-registered... ...professionals, including Certified Financial Planners, public accountants,... ...holistic financial advice while also contributing to the... ...plans tailored to each client's individual needs and objectives. Deliver...
$72.28k - $108.16k
...role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year... ...needs analysis to provide goals-based advice, an introduction to the... ...Small Business staff Contributes individually, as a team member and as a mentor...Work at officeLocal areaWork from homeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...Job Description: Merrill Wealth Management is a leading... ...investment products and services for individuals, companies, and institutions.... ...goals through investment advice and guidance. Merrill's...Work at officeShift workDay shift
- ...SimpleWEALTH is a growing private wealth advisory firm, based in... ..., SEC-registered investment adviser and are seeking experienced... ...experience as a wealth advisor, financial advisor, or private wealth... ...~ Ability to manage a book independently while coordinating with...Work at officeImmediate start
$125k
...mission is to provide financial security and peace of... ...professional who can offer our wealth of financial products... ...Registered Investment Adviser. Registered... ...any time. 2- Source: Individual Third Party Ratings Reports... ...to providing financial advice and strategies based...Full timePart timeImmediate start- ...mission is to provide financial security and peace of... ...professional who can offer our wealth of financial products... ...Registered Investment Adviser. Registered... ...any time. 2- Source: Individual Third Party Ratings Reports... ...providing financial advice and strategies based on...Full timePart timeImmediate start
- ...Why Join the Center for Wealth Preservation (CWP)? Because high performers... ...months, not years * Unmatched Support- Financial planningwithexpert case designfromourattorney... ...who wait to be told what to do. It's for individuals who see an issue, take ownership, and move...Shift work
$57.72k - $86.32k
...Line of Business: TD Wealth Job Description: The Financial Advisor Trainee (FA... ...financial goals, educate and advise prospects and clients... ...understanding of each client's individual circumstances and a... ...objective financial advice, long-term retirement planning...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours$100k
...Merrill Financial Solutions Advisor (Partially Licensed... ...: Merrill Wealth Management is a leading... ...products and services for individuals, companies, and institutions... ...through investment advice and guidance. Merrill... ...a successful and independent financial advisor. You...Work at officeShift workDay shift
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