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.
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.
Our client, a global leader in their market is seeking a technical support advisor to join their high performing team.
This is a fantastic opportunity for a technical support advisor with experience in 3D printing and modelling.
They will be responsible for responsible for all customer inquiries including (but not limited to) technical support, general purchase questions, order fulfilment, education, product training and general problem solving across all various product lines.
A key client of mine is a well-established independent firm of Chartered Financial Advisers with offices near Stevenage, have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
As a Senior Advisor, you will assist the SHEQ team to deliver effective SHEQ performance across the framework, ensuring our processes and finished products meet our high Quality standards, whilst also supporting our Digital Delivery team in transposing IMS into the digitized environment (Autodesk tools).
Benefits
Hybrid Working (Jobs needs dependent).
General
You will split your time between home working (2 days/week) and our various site and office locations around the Thames Water region (3 days/week).
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.