A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a new financial planner to work hybrid from their Inverness office due to ongoing growth.
Chartered preferred (or close to completing) but not a pre requisite. This is a truly rare opportunity to join an industry leader with an outstanding reputation in the market, who pride themselves in client service and company ethics.
The vacancy is due to growth of the firm, increasing new business and to ensure they maintain client standards and retention.
Their advisers are some of the best in the industry with a first-class team culture.
In the role due to their approach to clients, you would be servicing, retaining and developing relationships through a genuine care for providing exceptional advice and gaining referrals to grow further in due course.
Whilst not a requirement for this position, they could also provide a safe home for any transferrable business when restrictive covenants allow.
The right individual would be an adviser with several years' experience having worked with medium-high net worth clients - whether at a reputable IFA or investment manager / other practise.
Ideally the successful candidate will be Chartered or at least close to obtaining having exams scheduled / recently passed to complete this status.
Pension transfer / cashflow experience would be an additional benefit but not a prerequisite.
In return they are offering a highly attractive basic salary (heavily depending on experience and qualifications), leading benefits, some of the best admin / paraplanner support available and a chance to be a part of their continued never mind further anticipated further growth.
A truly rare opportunity for a first-class financial adviser who is interested in a change.
Any enquiries treated in the absolute strictest of confidence and only taken further if of interest.
Financial Adviser
A multiple award winning Chartered Financial Adviser firm with offices across Scotland require a new financial planner to work hybrid from their Inverness office due to ongoing growth. A truly rare opportunity for a first-class financial adviser who is interested in a change. Their advisers are some...
Financial Advisor
The ideal candidate will deliver personalized investment and financial planning solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Provide financial planning su...
Financial Representative/ Financial Advisor - Austin, TX
Financial Representative/ Financial Advisor - Northwestern Mutual Wealth Management Company. Our advisors help their clients live more and worry less through our personalized approach to financial planning. As a Northwestern Mutual Financial Advisor:. As a business owner, they spend their days acqui...
Financial Advisor
While our competitors value their profits over their advisors, our mission is to put the education of our advisors first. At many financial services firms, the advisor’s only job is to grow the amount of assets under management. Is the financial advisor role for everybody? Absolutely not. The Fitzpa...
Financial Advisor / Insurance Sales / Financial Services Associate
The Financial Advisor will be responsible for growing a client base through financial planning, retirement planning, business strategies, asset protection, and providing investment advice. Austin, TX, is committed to providing innovative financial strategies that empower clients to take control of t...
Private Wealth Advisor
As a seasoned financial professional, you possess a deep understanding of financial markets and excel in simplifying complex concepts for clients. Our client, a national leader in the broker dealer space, seeking Private Wealth Advisors to join their branches throughout the. No longer spending count...
Tax and Financial Analyst
TTA Advisors is seeking a highly motivated and detail-oriented Tax and Financial Analyst to join our team. This role requires a strong understanding of accounting principles, tax regulations, and financial analysis, as well as proficiency with tools such as Excel. Manage accounting projects for clie...
Entry Level – Financial Advisor
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to...
Medical Receptionist
Team1Medical is teaming up with an accredited podiatry clinic in seeking a Medical Receptionist to join their Tomball team! As the Medical Receptionist, you will be responsible for greeting the patients as they check-in/out, arranging schedules, and verifying insurance information. One (1) year of e...
Receptionist
The front desk receptionist must be enthusiastic and a quick learner. ...