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.
This role is best suited to those advisers with 7 years' experience as a Financial Advisor, who are ideally chartered and who are looking for a very competitive salary (tailored to the individual) where they will be handed over a high-net-worth client bank to manager and should you wish a route to becoming a director in the short term.
The advisers within the business are well supported, with paraplanning, and administration support to allow you to focus on your clients.
The Independent Financial advisory firm based just outside London, in the Buckinghamshire area, have been providing holistic advice for over 30 years and specialise in providing advice to high-net-worth individuals.
We are seeking an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement our existing team.
My client is searching for a Financial Adviser to join their growing firm based in Gerrards Cross, Buckinghamshire on a hybrid basis.
The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans
A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team.
The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent ideally CHARTERED Financial Adviser to complement the existing team.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
The successful candidate will be confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.
This Financial Advisor job in the Harrow area has clients provided and opportunity to build on your career
You will be provided with a book of existing clients plus new enquiries for you to proactively engage with and provide financial planning advice.
In addition, you should look to grow your client bank through obtaining referrals, generating clients through your network, and building introducer relationships.
My client (an independent firm of Financial Advisers) provides a financial planning and discretionary investment management service to both corporate and private clients from their boutique office in Gerrards Cross, Buckinghamshire.
Due to an increase in Business, they are looking to strengthen their Client Support team by bringing in a new Paraplanner to support both the client administrator team and one of the Financial Advisers.
They are looking to hire an individual who has aspirations to become a fully qualified paraplanner within the next 24 months.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.