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.
Are you an experienced financial adviser seeking your next career move?
Our client is a well-established financial advisory business in the Leamington Spa area, committed to prioritizing their clients' needs above all else.
Are you a highly experienced Financial Advisor in Warwickshire, seeking an employed job, working from home with quality leads provided?
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.