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.
About Us: We are a dynamic and customer-focused company seeking an enthusiastic Inbound Customer Service Advisor to join our team.
Inbound Customer Service AdvisorLocation: ThealeType: Full-time, PermanentSalary: £26,000 - £27,000 per annum during probation, increasing to £29,000 per annum after successful completion of probation.
As an integral part of our call centre, you'll handle incoming calls and emails from our valued customers.
Benefits: 25 days annual leave plus bank holidays, life assurance, pension scheme, wellbeing support, employee discount for servicing and popular retailers, as well as a purchase discount scheme
Bonus & Commission: Includes a uncapped OTE and Bonus Scheme
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future