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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We are currently seeking a passionate and experienced Disability Advisor to join our Client's multidisciplinary team.
Job Purpose
Working with private sector clients, the advisor will provide assessments and actions plans to help remove disability related barriers.
The post will involve intensive case management to resolve issues for customers and will do this by liaising with stakeholders including the employee, line manager and wider client.
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
The business has a significant level of existing HNW and complex cases and needs to recruit an additional Financial Advisor capable of advising on these cases.
This Financial Advisor job in North Warwickshire is ideal for an individual motivated by achieving great client outcomes, rather than driven by sales
The business is continuing to grow at a healthy rate, with no signs of slowing down.
Are you an experienced Mortgage Advisor who is looking to work on a hybrid basis?
We have a new opportunity with our clients, a highly successful and expanding Mortgage Business, that is looking for an experienced Mortgage Advisor to join their team in the Coventry area.
This is a great opportunity offering hybrid working, a strong basic salary, a commission structure and excellent earning potential.
This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate.
They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.