You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.
Our client is recruiting for an experienced financial adviser to join a highly skilled and supportive team to give advice to an existing client bank as well as new incoming enquiries and working with the existing mortgage team to generate referrals.
Are you an experienced financial Adviser
Do you have the skills to not only nurture high-quality leads from an existing client bank but also to build your own network and client bank?
General
Do you dream of working for a thriving firm that values people passion and exceptional service?
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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.
This individual will not only handle the financial accounting tasks but will also be progressed for future leadership positions within the organisation.
On behalf of our client, Artis seeking a Senior Financial Accountant who will play a pivotal role in our finance department's growth and evolution.
A new opportunity has opened for an experienced Financial Planner to join a reputable company based in Plymouth as they have too many clients between the four IFAs of the business.
As a company they don't advertise, getting all their business through referrals and word of mouth.
They will recommend suitable financial products and assist with financial planning after conducting a detailed review of their financial position, circumstances and attitude towards investment risk.
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives.