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.
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.
As Compliance Officer / Administrator you will be responsible for overseeing directly employed engineers and specialist sub-contractor that are dealing with Planned Preventative Maintenance (PPM) and PPM remedial works documentation to ensure that mechanical and electrical statutory compliance is maintained in line with the requirements of the TFM Contract Estates and Building Services specification.
Are you a Compliance Officer or Administrator working in the compliance or health and safety side of the business.
Do you have a keen eye for detail and the ability to keep on top of documentation and processes to ensure compliance and health and safety are adhered to daily
Our client is recruiting for an experienced financial adviser to join a highly skilled and supportive team to give advice to an existing client bank as well as new incoming enquiries and working with the existing mortgage team to generate referrals.
Are you an experienced financial Adviser
Do you have the skills to not only nurture high-quality leads from an existing client bank but also to build your own network and client bank?
General
Do you dream of working for a thriving firm that values people passion and exceptional service?
Pertemps is looking for a Senior Financial Services Administrator to join one of the South West's leading firms of Independant Financial Planners, carrying out tasks such as diary management, client communication, business processing, ongoing client servicing and mentoring of Administrators.
You must have previous experience in Financial Services and within an Independant Financial Advisory environment (IFA) to qualify for the position.
This is an excellent opportunity to take your financial administrative career to the next level, and you'd be working from their beautiful offices only a stone's throw away from Plymouth Hoe.