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.
Posted by Financial Divisions • £50K/yr to £60K/yr
Paraplanner to Advisor opportunity - progression to Supervisor Plus benefits
Are you looking for a stable Paraplanner opportunity with a firm who truly puts the client first?
Our client, an esteemed and well-established chartered financial practice with clients, who have high net worth AUM, are looking for a committed and client centric Paraplanner.
Posted by The Workplace Consultancy • £25K/yr to £30K/yr
General
They are looking for a payroll advisor to join their team.
My client is an award-winning advisory providing centralised management and advice with their own technology platforms for HR, Payroll, employee benefit and wellbeing.
Job Description
To work collaboratively with the team of payroll advisers, processing payrolls for clients, keeping accurate employee records and handling general office administration.
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 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 Blakemore Recruitment • £60K/yr to £80K/yr
We are recruiting for a Chartered Financial Planning firm in Kent who have a requirement for someone to service an existing client bank.
Their typical client up to £1,000,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.