We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Full study support for ATT or STEP or part qualified candidates will be considered
You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.
We are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team.
Full study support for ATT or STEP or part qualified candidates will be considered
You will be supporting the managers and directors with their portfolio of Trusts, and personal tax clients, in carrying out trust administration duties, helping with the preparation of trust accounts and tax returns to ensure all compliance work is completed on time, accurately and efficiently.
We are seeking enthusiastic graduate seeking a career in our clients Private Client Trusts Tax Team.
Joining us as a Customer Advisor is a great opportunity, whether it's your first job and you're looking to gain some valuable experience, or you have experience with retail and you're looking for a new challenge, this could be the start of a new career with us.
The hourly rate will increase after 6 months in role.
The hourly rate for this role is £11.44 and up to £12.02 across selected locations within London.