Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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.
This role is for you if you are looking to become a financial advisor.
The firm are looking for those who have either achieved, or are part way through their level four diploma, and have experience in financial service to train up and develop into financial advisors.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
Protection Advisor Roles and Responsibilities
Work closely with mortgage advisers to generate appointments for protection.
General
We are recruiting for a well-established and successful brokerage in Bromley, London, seeking a talented and very experienced protection advisor to join the team.
If you are looking for unlimited leads, passed over from highly successful and proactive mortgage advisers, with full admin support to keep you doing what you do best, offering outstanding advice to clients, then we have the firm for you!
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
This role is for you if you are an experienced, driven financial advisor.
The firm are looking for those who have a financial drive and are looking to grow their experience, provide their clients with excellent advice and earn well.
This role is for you if you are an experienced, driven financial advisor.
Up to £60k salary, OTE £100k
The firm are looking for those with a financial drive who are looking to grow their experience, provide their clients with excellent advice and earn well.