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.
We are looking to speak to experienced Advisors who have delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting, although those with experience within a restricted environment would also be welcomed.
NJR Recruitment is delighted to be working with a well-established , award winning, national firm of Financial Planners who are looking to expand their advising team to support clients in the Warwickshire region.
The role includes generating new business as well as maintaining a bank of provided clients, producing reports using the company templates and ensuring the company works to regulatory standards.
NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market.
Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to join their office in Warwick.
Are you a CTA qualified Tax Senior looking to take your career to the next level in an advisory focused role?
Due to a forthcoming retirement of the current Tax Senior, a Firm of Chartered Accountants based in Stratford Upon Avon are now looking to recruit for a replacement Tax Senior within their advisory team.
The firm work with a diverse mix of clients and can offer a breadth of complex mixed tax advisory work.