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.
Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks
The client is looking for office based however they will allow a day from home working
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Posted by Financial Divisions • £33K/yr to £38K/yr
Excellent Bonus Structure - Office Based
This very well-established client of ours has an excellent reputation for providing high quality advice and an exceptionally professional and friendly service to their client base.
As a business they are committed to quality and delivering exceptional client outcomes and demonstrate the highest standards and ethics throughout all aspects of the company.
With a focus on integrity and attention to detail, you will be responsible for safeguarding the interests of our clients by ensuring we deliver the best possible outcomes through the delivery of quality advice.
You will play a key role in ensuring we meet regulatory requirements relating to mortgage and protection advice.