Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring advisor
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 leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor to work with a firm of local accountants.
As Head of Advice, you will lead the team of Financial Advisers and the support team (paraplanners and administrators) to ensure a consistent delivery of compliant, quality, client-focused advice.
We are proud to support this holistic Financial Planning firm in Leeds, built on a reputation of delivering clear, empowering Financial Advice to help its clients reach its goals and financial well-being.
My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.
Record all communication with member firms.
Key Responsibilities
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
The Head of Advice will lead the team of Independent Financial Planners and support the team of Paraplanners and Administrators, ensuring the delivery of high-quality, compliant, and client-focused advice.
My client is a progressive regional firm of Independent Financial Planners in Yorkshire, providing their clients with Independent Financial Advice.
They have been established for over 15 years and despite their expanding size and growth, they are true to their heritage as a family run business.