A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
A professional financial adviser, who can offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provides a valuable service to work with our established client base.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
My client is a boutique wealth planner, asset manager and employee benefits specialist.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring advisor
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 leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor.
An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in St Albans.
They would like another friendly individual to join them, where you can have fun and grow.
This company prides itself on the amazing culture they have developed over the years.
This role is best suited to those advisers with at least 1 year of providing financial advice, who want to provide whole of market advice, where the processes are streamlined, the set up provides a modern easy to use experience for their clients, providing you with more time to secure higher earnings on a self-employed or AR basis.
This, modern independent Financial advisory firm is a forward-thinking institution with award winning technology for advisors like you.
They are growing year on year, have a number of advisers working with them, where they can work on either an appointed representative and self-employed route (includes leads), either way with great commission packages.