My client is seeking a Financial Advisor to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
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.
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
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
We have an excellent opportunity for an Independent Financial Advisory firm based in Borehamwood.
This unique role provides a broad and varied range of responsibilities and offers a particularly valuable combination of communication, collaboration and progression.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic £60k £5k car Allowance Flex Benefits Full client portfolio 40% Bonus & No Validation
You will provide full holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing branch lead generation.
My client is an independent financial advisory company that has established a solid reputation for offering clients throughout Hertfordshire offering the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and certain protections.
The company employs ten people in total, including three advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.