We are currently seeking a skilled and motivated Financial Advisor to join our team in the United Kingdom.
The successful candidate will be responsible for providing expert financial advice to clients, managing and growing their portfolios, and contributing to the overall success of our financial services division.
Responsibilities
Conduct comprehensive financial assessments for clients to understand their needs, goals, and risk tolerance.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
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.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
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.
A truly fantastic opportunity has arisen for a leading law firm in Birmingham who is looking for a permanent Client Care Advisor to join their team and champion a client feedback project.
This project is a great initiative that promotes fearless feedback' from the firm's clients and will collect data and feedback, which then can be used for continuous improvement across the business.
So this is your chance to work for an award winning firm that has a great reputation for how well their treat their staff.
The successful candidate will be required to provide technical support to advisers in the client advice process in accordance with compliance procedures and regulatory requirements.
A rare and exciting opportunity is now available for an Advice Support to join a growing Firm of Independent Financial Planners who are based in the Birmingham area.
Our Client offers a boutique Wealth Management proposition service and provide bespoke Financial Advice to High Net Worth individuals and businesses.
A truly fantastic opportunity has arisen for a leading law firm in Birmingham who is looking for a permanent Client Care Advisor to join their team and champion a client feedback project.
This project is a great initiative that promotes fearless feedback' from the firm's clients and will collect data and feedback, which then can be used for continuous improvement across the business.
So this is your chance to work for an award winning firm that has a great reputation for how well their treat their staff.
Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.