We are working with a chartered financial Planning firm in Bristol who are looking develop an ambitious IFA Administrator or Paraplanner over the next 12 - 18 months to become a fully qualified IFA.
The other 2 days will be spent studying towards qualifications and in advisor training to develop your skills.
This opportunity will see you working closely with the Chartered Financial Planner, 3 days per week will be spent supporting with technical administration, and sitting in on client meetings to get to know the systems and clients.
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 £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Support the team with the Investments Advice Guidance Framework.
Provide technical support to the business regarding the different products on offer.
General
We are looking for a Level 4 QCF (or equivalent) advisor to give support within the Tax, Protection, Investments and Trusts space, for a national wealth client.
Coach, train, and develop Financial Advisers to ensure high-quality client service and compliance with all regulatory requirements.
General
My client is a thriving National IFA who is seeking a dynamic and experienced Training and Competence Manager, to lead the development and performance management of our Financial Advisers.
The successful candidate will ensure the team delivers exceptional service to clients while adhering to regulatory standards and maintaining professional competencies in line with the Training and Competence programme and TCF strategy.