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 Support 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.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Senior Administrator to join their team based in Plymouth.
Salary up to £34k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and have an exciting opportunity for a like minded individual to join their team.
Our client, one of the South West's leading firms of Independent Financial Planners is seeking a Financial Support Administrator to join their team based in Plymouth.
Salary up to £30k DOE Plymouth Office Based
Their experienced team are united by a shared belief in the value of simplicity, transparency, and openness and has an exciting opportunity for a like-minded individual to join their team.