Posted by Financial Divisions • £40K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Plus competitive bonus and excellent benefits package with hybrid working
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.
Financial support with exams; Future career progression
This opportunity has arisen due to internal career progressiona paraplanner transitioning to a trainee advisor roleand the addition of a seasoned financial advisor to the firm.
Fram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team.
Posted by Financial Divisions • £25K/yr to £30K/yr
My client, a leading firm of Financial Planners in London, offers an exciting opportunity for a motivated individual to develop their career within wealth management.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £80K/yr
Founded in 2000, they are a reputable firm of highly qualified advisers specialising in Mortgages, Protection, and all aspects of Financial Planning including Pensions and Investments.
If you are looking for better commission splits, the flexibility of working remotely with no micromanagement but still want to feel supported and empowered to take your Mortgage Advising to the next step, we have the firm to help you.
With an unwavering commitment to service standards and client satisfaction.
Posted by Financial Divisions • £25K/yr to £30K/yr
My Client is a leading London based firm of Financial Planners who like to create organic growth offering their existing staff the opportunity to excel and to explore personal development, whether this be within Admin support, Paraplanning, Compliance or Investment.
£30k, great benefits package listed below
They are now in a position to offer this opportunity to a talented individual interested in pursuing a career within wealth management.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.