Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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 £60k 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.
Posted by Austyn Smith Associates Limited • £27K/yr to £32K/yr
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Are you looking for a challenging role that allows you to take ownership of your workload?
Are you a team player who can multitask and help us coordinate and develop our office support?
This role is with an organisation in the Education sector, providing high-quality education and care across multiple sites.
They are dedicated to improving the lives of students with varying needs, especially in behaviour and autism, and fostering long-term success through education.
Posted by Financial Divisions • £32K/yr to £38K/yr
Junior Paraplanner / Senior IFA administrator (career leading to Advisor)
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in Gerrards Cross, Buckinghamshire.
Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers.