Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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 £60k 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.
The role of Framework Manager is overall responsibility for successful delivery of projects under the framework against specific KPI's in line with performance, safety, budget and programme.
Whilst making sure that the Clients expectations are always met.
You will have key direct reports of Project Managers and Site Managers to ensure effective delivery of each project.
As an Advisor you'll be trained in person, with continuous in-house courses following a programme, also you'll be given the opportunity to take a qualification, which is nationally recognised.
We are currently working with a very successful company who are keen to find a strong customer orientated person.
Working closely with customers in person and over the phone you'll enjoy problem solving and finding solutions.
Reassured Ltd is the largest non-advised life insurance intermediary in the UK with established locations in Basingstoke, Portsmouth, Southampton, Manchester, Bristol and Chester.
Conduct relevant financial/scenario modelling to aid decision making or influence further financial transactions eg recharge distribution Forecasting and Budgeting:.
General
My client, a fast growing industry leader based in the Basingstoke areaare currently recruiting for a dynamic Junior Finance Business Partner on a permanent basis.
Full time, office based (hybrid option after probation)
£22,000 - £26,000 basic salary bonus
Reassured Ltd is the largest non-advised life insurance intermediary in the UK with established locations in Basingstoke, Portsmouth, Southampton, Manchester, Bristol and Chester.