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.
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.
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 trainee 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.
Posted by Cooper Lomaz Recruitment • £50K/yr to £100K/yr
Cooper Lomaz is working with a Chartered Financial Planning institute and they are seeking an experienced Financial Planner or Financial Adviser.
Ideally the successful candidate will have achieved Chartered status but this is not essential, previous experience working either as a Paraplanner or Financial Adviser or Financial Planner is essential.
My client can provide some clients, however, business development, networking and contacting leads and enquiries that come into the business will be essential to the role.
We are currently looking for an experienced and fully qualified Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cambridgeshire working on a remote / work-from-home basis.
Are you an experienced Mortgage Advisor who wants to work from home with leads provided?
This is a fast-paced position with excellent earning potential and strong leads are provided by the Estate Agency team.
Posted by Pure Resourcing Solutions • £35K/yr to £37K/yr
We are recruiting a Peop
Based in Cambridge.
You will join an established HR team, working in partnership with stakeholders to develop people solutions that help them achieve business objectives, also working very closely with the Senior People Advisor to develop the organisational and people capabilities.
We are thrilled to present an exciting new opportunity in the Huntingdon area for a motivated individual to join a highly successful and independent financial advisory firm as a Mortgage Advisor.
They take great pride in fostering a supportive and ethical working culture that prioritises integrity and long-term client relationships.
Our clients are well-regarded as a trusted and reputable practice, known for their unwavering commitment to doing what's right for their clients.