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.
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.
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.
They are now seeking a driven and experienced HR Advisor to join their passionate team, supporting managers and teams through a hands-on approach in coaching, development, and a building a robust HR presence.
In this pivotal HR Advisor role, you will act as a trusted partner to senior stakeholders and employees across all levels, guiding them through HR best practices and complex employee relations cases.
We are working with a fast-growing, dynamic business who have recently gone through a major and exciting acquisition.
As the Financial Adviser Team Leader, you will be responsible for:.
General
We are currently recruiting on behalf of one of the UK's largest and most successful financial planning organisations for a Financial Adviser Team Leader.
This is a fantastic opportunity to lead a high-performing team while managing your own portfolio of clients and contributing to the growth of the business.
This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.
We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients.
As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.