Posted by Resource Matters Ltd • £50K/yr to £75K/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 £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.
Established in 2011 as a different player to the corporate data world, our ethos is to do the right thing, even if it's not the easy thing; to build partnerships and relationships based on honesty and transparency; and to prioritise specialist skills and quality above all else.
Posted by Financial Divisions • £28K/yr to £34K/yr
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.
Chartered IFA Firm
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
Flexible working 1 day in the office per week following training.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients