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.
Posted by Kings Permanent Recruitment for Estate Agents & Financial Services Professionals • £50K/yr to £100K/yr
Our client, an independent Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team.
They are seeking a Self Employed Mortgage Advisor to support their core brokerage office 1 day per week and their partner businesses 3 days per week, with one day per week working from home.
When supporting the partner businesses, depending on diary commitments, you may have a flexible working pattern and may not need to work full days in each office.
Posted by Kings Permanent Recruitment for Estate Agents & Financial Services Professionals • £50K/yr to £100K/yr
Our client, an independent Financial Services brokerage and forward thinking operation, is seeking an experienced Mortgage Advisor to join their flourishing and expanding team.
They are seeking a Self Employed Mortgage Advisor to support their core brokerage office 1 day per week and their partner businesses 3 days per week, with one day per week working from home.
When supporting the partner businesses, depending on diary commitments, you may have a flexible working pattern and may not need to work full days in each office.
I am recruiting a Financial Planning Administrator to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The Person: We are keen to consider either a highly competent administrator who enjoys working in a varied and involved support role and/or someone who would like to progress within the financial planning industry and work towards becoming Diploma qualified (training and support with exams will be provided).
The Role: Working in a collaborative, fast paced and client focused team, the role of Financial Planning Administrator involves providing administrative support to the Partners, Financial Planners and Paraplanners, working with them to deliver an exceptional financial planning service to their clients.
The Role: I am recruiting a highly experienced and technically proficient Paraplanner to join the team at David Smith Financial Services, a Chartered Financial Planning firm based in Loughton, Essex (IG10).
The successful Paraplanner will ideally be Chartered (Diploma qualified as a minimum) and will become the technical 'go to' in the office, keeping abreast of industry changes and supporting the Partners in delivering an outstanding financial planning service to a wide range of technically complex, high net worth clients.
The successful Paraplanner will be responsible for technical research, cash flow modelling, report writing, producing recommendations and supporting with the building and implementation of the financial planning solutions required to meet a variety of clients' needs and personal goals.
Posted by Kings Permanent Recruitment for Estate Agents & Financial Services Professionals • £25K/yr to £28K/yr
The successful applicant will cover the administration of several Mortgage Brokers.
A high performing independent Mortgage Brokerage is expanding their operation and they require an additional Mortgage Administrator to join their flourishing team, in order to support this exciting period of company growth.
Our client's vision at is to revolutionise the process of buying property, remortgaging/refinancing, moving house,
We are looking for a dynamic and motivated individual who has strong organisational and communication skills.
The successful candidate will provide administration support for Barnardo's Trading - New Goods team.
The role is for 36.25 hours a week and the working pattern is Monday-Friday 9am-5pm, with Tuesdays and Thursdays in Barkingside Barnardo's Head Office.