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 THE OPENWORK PARTNERSHIP • £20K/yr to £75K/yr
Protection Advisor Roles and Responsibilities
Work closely with mortgage advisers to generate appointments for protection.
General
We are recruiting for a well-established and successful brokerage in Bromley, London, seekinga talented and very experienced protection advisor to join the team.
If you are looking for unlimited leads, passed over from highly successful and proactive mortgage advisers, with full admin support to keep you doing what you do best, offering outstanding advice to clients, then we have the firm for you!
Our client is a successful local Financial Advice business and they are currently looking for an experienced report writing FS Administrator or Junior Paraplanner to join their team based in Sevenoaks
The client is looking for office based however they will allow a day from home working
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Blackheath area.
The successful candidate will provide excellent customer service with the ability to hit targets.
This is an extremely fast-paced position with excellent earning potential and leads will be provided by the Estate Agency team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.