Posted by BWD Search & Selection • £55K/yr to £70K/yr
BWD have partnered with a well established advisory firm in their search for an experienced financial adviser.
Benefiting from full back office support you will receive full administration and paraplanning support which will allow you to concentrate on direct client work.
Reporting to a South Yorkshire based office you will be responsible for the management and development of a long established client base requiring advice across the full range of pensions, investments and protection.
Posted by BWD Search & Selection • £55K/yr to £70K/yr
BWD have partnered with a small but well-established advisory business based in the south Yorkshire region who are seeking an experienced financial advisor to support an established book of legacy clients.
You will be responsible for the management and development of an existing client base generating significant revenue and conduct annual reviews with clients in line with their adviser agreements, where possible you will seek out new business opportunities from both within the client base and via way of referrals.
You will be offered some home working flexibility and benefits from full back office support and will be allowed to concentrate fully on adviser work, a transparent bonus scheme accounts for both ongoing fee's and new business which demonstrates the value in place of existing clients relationships.
Posted by Resource Matters Ltd • £55K/yr to £60K/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.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Posted by Lime People Search & Select Ltd • £30K/yr to £37K/yr
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team: