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Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £90,000 bonuses car package benefits - £100k OTEOur Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They provide tailored holistic financial advice products and services to HNW clients and their success has been recognised through prestigious awards and significant growth.We are interested in hearing from top performing qualified Financial Advisor, Financial Advisors/IFA's/Wealth Managers or Mortgage Advisors who are looking to progress their careers and deal with professional clients. This is a wonderful opportunity for a successful and established Financial Advisor to grow their business with the full support of clients provided, process and systems, research and paraplanning support all in place.The Company offer an excellent package including an excellent basic salary, uncapped bonuses, annual bonuses, laptop, smart phone, full home office set-up, pension scheme, 25 days holiday (excluding bank holidays) and much more.To apply for the Financial Advisor role, you must have:- the legal right to work in the UK- a demonstrable proven track record of consistent success within your current role- full Diploma in financial planning- Evidence of commitment to previous employersPlease send your CV in confidence quoting Ref: 867543

Financial Advisor

Our client is a successful and established IFA firm based in Sussex and Surrey and they are currently looking for an experienced IFA to join their teamThis is for the role of Employed Financial Adviser working with an award winning Sussex based IFA firm with over £2billion FUMWe are looking for an experienced Level 4 Adviser who is used to dealing with HNW clients and therefore the client is happy to offer a base salary up to £65000 plus benefits and bonuses DOEThe role will be a mix of home and office based where you will inherit a strong client portfolioThe role is to manage and service the client baseFor more details call Jason at Astral

Employed IFA required Wealth Management IFA, Client portfolio

A fantastic opportunity has become available for an experienced Financial Adviser to join this award winning IFA firm in SussexWe are looking for an experienced and successful Financial Adviser and there is no need to bring clients with youThis company has a great client base available for the successful candidate servicing HNW clientsFull Paraplanning and Admin help from the startBase £65-75000 plus a fantastic commissions package on topYou should easily earn 6 figuresFor more details call Jason at Astral

Employed Independent Financial Adviser, Great client bank

Basic to £55k + Package + Paraplanning + Full client portfolio with on-going advice fees, £90k OTE Resource Matters have been retained by this prestigeous IFA firm to recruit an experienced Financial Planner. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Financial Planner role comes with full client support, all on-going advice fees, full admin &amp; Paraplanning support and full lead generation. Your Qualifications for the Financial Planner role: <ul> <li>Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning</li><li>Genuine desire to provide a high standard of advice and service to clients</li><li>You are engaging and can connect with a wide array of audiences</li><li>Detailed knowledge of Investments, tax planning and Defined Contribution pensions.</li></ul> Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143

Financial Planner

Mortgage AdvisorLocation: BrightonSalary: £25,000 - £35,000 DOE and client bank + CommissionHours: Full Time (Hybrid working available)Benefits: 5% Pension Private Medical Insurance 3x Death in ServiceAn excellent opportunity has arisen for an experienced and motivated Mortgage Advisor to join a well-established and professional brokerage based in Brighton.This is an employed position offering a competitive basic salary, strong commission potential, and a supportive environment where you can grow your business. The successful candidate will be joining a small, close-knit team consisting of two existing Advisors and a Sales Support Administrator.You will need to generate your own leads or have introducers in place to bring with you, but will benefit from the firm's established reputation, professional infrastructure, and access to high-quality systems and support.Key Responsibilities:<ul><li>Provide professional and compliant mortgage advice to both new and existing clients.</li><li>Build and manage your own client portfolio, maintaining strong long-term relationships.</li><li>Generate new business through existing introducers, referrals, and proactive networking.</li><li>Work closely with the sales support team to ensure a seamless client experience.</li><li>Keep up to date with lender criteria, product changes, and FCA regulations.</li><li>Meet performance and compliance targets while delivering outstanding customer service.</li></ul>Skills &amp; Experience Required:<ul><li>CeMAP (or equivalent) qualified.</li><li>Proven experience as a Mortgage Advisor or Mortgage Broker.</li><li>Ability to generate own business or bring established introducer relationships.</li><li>Strong relationship-building and communication skills.</li><li>Excellent compliance awareness and attention to detail.</li><li>Self-motivated, proactive, and able to work independently as well as part of a team.</li></ul>This is a fantastic opportunity for a driven, self-generating Mortgage Advisor looking to take the next step in their career within a supportive and professional environment offering hybrid flexibility, stability, and strong earning potential.If this sounds like your next move, please send your CV for consideration or get in touch for a confidential discussion.

Mortgage Advisor

Harris Hill is delighted to partner exclusively with Turning Tides to recruit their new Finance Director. LOCATION: <ul> <li>Worthing Town Hall and occasionally to visit services across West Sussex.</li> </ul> CONTRACT: <ul> <li>Permanent, 37.5 hours per week. Flexible working patterns are available.</li> </ul> HYBRID WORKING: <ul> <li>2/3 Days a week is required in the office.</li> </ul> SALARY: <ul> <li>£70,000 per annum</li> </ul> CLOSING DATE: <ul> <li>Thursday 6th November at 12pm</li> </ul> INTERVIEW DATES: <ul> <li>First stage interviews: Tuesday 18th November (on -site)</li> <li>Second stage interviews: Monday 24th November (on-site)</li> </ul> Turning Tides provides a range of homelessness services to around 1000 people a year in West Sussex and has a turnover of £8m. This includes community hubs, outreach services and supported housing. We have a fantastic opportunity for a Finance Director to join our senior management team and shape the charity's strategic future and ensure it is financially secure and well managed. This comes at an exciting time as we are in the process of registering as a Housing Association. <ul> <li>Reporting to the Chief Executive, and additional responsibilities to the Finance and Audit Committee, and Board of Trustees.</li> <li>Overall responsibility and accountability for Turning Tides' finances, ensuring accurate and timely financial reporting and risk management that is compliant with all relevant accounting standards.</li> <li>Key SMT member, working collaboratively to ensure accurate forecasting and value for money is achieved, and provide review and challenge on expenditure, efficiency and effectiveness.</li> <li>Leadership of a well established finance team to include management of payroll, procurement, and companywide insurances.</li> <li>Ensuring that Turning Tides is compliant with financial aspects of the Regulatory Code for Social Housing providers and Housing SORP</li> <li>Continual process improvement and change management to create a cost-effective finance function to support the Charity.</li> <li>Oversee IT and risk management</li> </ul> About You <ul> <li>Qualified Accountant (ACCA, CIMA, ACA or CIPFA)</li> <li>Have a breadth of finance experience, including good working knowledge of creating strategic financial strategy and business plans</li> <li>Have a proven track record of effective leadership, including experience of managing small finance teams with turnover of around £8m</li> <li>Have experience of influencing and building strong relationships with senior stakeholders to include working with Board and Finance and Audit Committee</li> <li>Possess excellent IT skills and utilisation of Microsoft 365 applications, including Advanced Excel</li> <li>Strong analytical skills with proven experience of using data to support decisions, identify trends and challenge</li> </ul> Benefits <ul> <li>Flexible Working Considered: We recognise the importance of work-life balance and are committed to considering flexible working arrangements that suit your needs.</li> <li>Health Cash Plan: Gain access to a comprehensive health cash plan for contracted employees, ensuring you have the support you need for your healthcare expenses.</li> <li>Community Impact: Play a pivotal role in a community-led organisation with a profound mission, contributing to positive change and making a meaningful impact.</li> <li>Stakeholder Pension Scheme: Participate in our stakeholder pension scheme, securing your financial future with a valuable retirement savings plan.</li> <li>Healthcare and Life Assurance: Enjoy the security of a healthcare cash plan and life assurance, providing you and your loved ones with peace of mind.</li> <li>24/7 Wellbeing Support: Support for your wellbeing, offering valuable advice and money-saving resources.</li> <li>Local Discounts: Benefit from local discounts, including exclusive offers on gym memberships, promoting your physical and mental well-being.</li> <li>Generous Annual Leave: Enjoy up to 25 days of annual leave, with the potential for increases based on your service with us, providing you with the time to recharge and pursue personal interests.</li> </ul>

Finance Director

Trainee Mortgage Advisor Connells in Crawley offers structured and transparent progression opportunities - Competitive basic salary - OTE year one £40,000 realistic and achievable - Warm leads - Industry leading training - Agile and nimble IT systems What's in it for you as our Trainee Mortgage Advisor? <ul> <li>Full support and training provided to become CF1&amp;CF6 qualified and achieve CAS/RMA status.</li> <li>Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.</li> <li> Transparent and fair progression structure allowing you to forge a true career</li> <li>Highly skilled and experienced management team</li> <li>Competitive basic salary with a realistic year one OTE of £40k </li> <li>Central Admin Support and agile IT tools to help you succeed</li> <li> Supportive encouraging and rewarding environmen t - We invest in you!</li> <li>All expense paid trips for top achievers</li> </ul> Key responsibilities of a Trainee Mortgage Advisor: <ul> <li>Building relationships with the Estate Agency team through training and support</li> <li>Take part in regular team meetings to discuss best practice and build relationships</li> <li>You will conduct 2 to 3 appointments a day </li> <li>Providing advice on a range of products and services to meet your customers' needs</li> <li>You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment </li> </ul> Skills and experience required to be a successful Trainee Mortgage Advisor: <ul> <li> Resilient, positive and a friendly can do attitude</li> <li> Strong track record in generating new sale s and following through to completion</li> <li>Motivated to be successful</li> <li> Always doing the right thing by the customer </li> <li>Able to work under pressure and build strong alliances</li> <li> Attention to detail </li> <li>Good customer services skills</li> <li> Full UK driving licence </li> </ul> Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. MS02889

Trainee Mortgage Advisor

Our client is one of the leading National IFA firms in the country and they are looking for a number of office based IFA's to join the team The client will consider inexperienced Financial Advisers but you will need CAS status ideally or very close to it The client is ready to pay up to £60000 base plus comms with no validation. This salary would be for an experienced CAS adviser however they pay extremely competitively for the right people We will not take anyone who hasn't been a Financial Adviser so you must ne Level 4 Dip with experience although that experience could be limited We will consider advisers from banks and tied companies Ote £80000 All leads and clients provided No hunting for business This is your chance to join one of the largest Chartered IFA firms in the country

Financial Adviser, Office based will consider inexperienced, base to £60000

Our client is a major National IFA firm and they are currently in need of an employed IFA to join their team This is an office based role in Hove dealing with all clients both on the telephone and via video All leads and clients provided offering full financial planning and servicing to the client base Any necessary training will be provided however we are looking for competent individuals to join the team Base to £55000 plus a commissions package and great benefits OTE £70000+ You must be Level 4 Diploma qualified and hold CAS status We will consider St James's Place advisers or other Financial Planners

105 Retail Banking Jobs in Worthing, UK