We are seeking a dedicated Trainee Financial Advisor to work closely with our advisor, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role.
Are you an experienced paraplanner looking to transition to a Financial Advisor role?
This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE and hybrid working, including the opportunity to work from home.
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.
Provide tailored mortgage advice to clients, ensuring solutions meet their unique financial needs and circumstances.
General
Our client is seeking a highly skilled and experienced Mortgage Advisor to join a prestigious financial services firm based in Coventry.
This role is ideal for a dynamic and motivated professional who thrives in a high-paced environment and has a proven track record in providing bespoke mortgage solutions to clients.
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
This firm provides independent advice across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning as well as also offering Investment Management advice.
A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate.
They have had a strong year within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.