An exciting opportunity for an experienced Financial Adviser to join a successful business, who will have the opportunity to move into directorship as the company grows.
Company Overview
Our client was originally established in 1983 and has since grown into a successful and client orientated firm.
Based in Gerrards Cross, they look after individuals, families and businesses in London, the Home Counties and the local area.
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.
My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
We are seeking a highly motivated experienced Financial Adviser to join our growing business.
We are now looking to expand our wealth management advisory service, so this is an exciting time to join us.
The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Your responsibilities will include, but are not limited to: