Posted by Financial Divisions • £60K/yr to £75K/yr
We are looking for the right candidate to join a small director led team providing highly personalised advice on a long-term basis with an aim of increasing opportunities for management responsibilities towards succession planning within the firm.
An opportunity has arisen for an experienced Financial Advisor to join this long-established professional practice, non-sales driven wealth management and tax planning services to a high-net-worth clientele.
We are thrilled to have partnered with a leading independent financial advice firm in St Albans, who are actively looking for a IFA Administrator to join their team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Cameron James is working with a successful IFA Practice based in Hertfordshire, in the recruitment of an experienced IFA Administrator to join their growing team.
These main tasks will be the responsibility of the Paraplanning team.
If you are a skilled and self-driven financial adviser with a talent for building client relationships, a passion for networking, and a commitment to providing outstanding service, this role could be your perfect match.
We are partnering with our client to find an experienced Financial Adviser to join their rapidly expanding team in Bishop's Stortford.
This position offers a competitive salary and bonus structure, along with the opportunity to manage an existing client portfolio, presenting a unique chance to make a substantial impact.