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.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £55K/yr
We are recruiting an experienced financial adviser to join a well-established firm on an employed contract.
Offering both full or part time positions.
With an uncapped commission structure, full admin and paraplanning support and individual career progression tracks you will be fully supported to provide exceptional advice.
Posted by Financial Divisions • £45K/yr to £55K/yr
My client based in Hitchin 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
Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs).
They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice.
Posted by Clear IT Recruitment Limited • £35K/yr to £55K/yr
Duties & Responsibilities
- Maintaining relationships with clients, working closely with them to obtain relief from inheritance tax as well as mitigating any increased exposure to inheritance tax going forward.
General
A fantastic opportunity has arisen for an experienced Tax Advisory Manager or Consultant to join my clients team in their Hertford offices on a hybrid basis.
My client is a multi award winning, top 100 national chartered accountancy & business advisory firm with national expertise offering a full range of services.