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.
We are looking for Customer Service Advisors to join our call centre team in Lytham on a long term, temporary ongoing basis.
Starting hourly rate of £11.44 which increases to £12.30 after 12 weeks worked, with Immediate start dates available!
Full training will be provided for the role; however, a customer service background or call centre experience is extremely beneficial to excel in this role.
£28,000 - £35,000 (Flexible depending on experience)
As the HR Advisor, you will be at the heart of the People Team, playing a crucial role in ensuring the smooth and efficient operation of our clients' functions.
Your primary responsibility will be to provide comprehensive support that underpins all HR activities, from recruitment and onboarding to employee relations and compliance.
Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.
Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.