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.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits.
NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester.
In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
An Independent and Chartered Financial Advisers in Manchester are seeking additional support.
As Adviser Support your role will includes processing new business applications, handling fund switches, surrenders, and withdrawals.
They're a company who will pay for and support you in completing industry relevant qualifications, that also have areas of the business you can progress into.
Posted by Ernest Gordon Recruitment Limited • £27K/yr to £31K/yr
IFA Admin (Progression to Advisor)
Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career?
£27,000 - £31,000 Training Progression Supported Study Company Benefits
Working closely with the Advisers to provide technical support within their Adviser Support Team.
Industry: Financial Services
Job Description
Recruit UK are working on an excellent opportunity for a Technical Adviser Support in Manchester to join a well established Chartered Independent Financial Advice firm.