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, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Posted by Blakemore Recruitment • £60K/yr to £80K/yr
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank.
Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
Posted by Financial Divisions • £50K/yr to £60K/yr
Paraplanner to Advisor opportunity - progression to Supervisor Plus benefits
Are you looking for a stable Paraplanner opportunity with a firm who truly puts the client first?
Our client, an esteemed and well-established chartered financial practice with clients, who have high net worth AUM, are looking for a committed and client centric Paraplanner.
TPF Recruitment, Kent's leading accountancy practice recruitment agency is recruiting for a fantastic firm of chartered accountants who are looking to strengthen their tax offering across Kent, Sussex, London and the Southeast with a Tax Advisor (Trusts, Estates & IHT).
This highly reputable and growing firm of chartered accountants advises a diverse range of clients across the UK and international.
The practice is forward-thinking and offers an excellent working environment where you can enjoy the challenge of working with complex clients and building rewarding relationships, combined with flexibility, generous pay, an amazing team culture and a fantastic work-life balance.
Posted by Robinson Financial Careers • £26K/yr to £38K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
This role offers a structured pathway to becoming a successful independent financial adviser.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.