Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Are you an experienced financial adviser seeking your next career move?
Our client is a well-established financial advisory business in the Leamington Spa area, committed to prioritizing their clients' needs above all else.
Reporting to the Marketing Manager, you will assist with all marketing activity, both digital and print, to build brand awareness to engage and attract both new and existing clients.
A forward thinking professional service business are expanding and looking to recruit an experienced Marketing and Communications Executive to join a well-established team.