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 with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Are you an experienced financial adviser seeking your next career move?
Our client is a well-established financial advisory business in the Leamington Spa area, committed to prioritizing their clients' needs above all else.
We are recruiting for one of our partnership business who are looking for a Financial Advice Administrator to join their offices based in Leamington Spa.
The small but strong team works in unison with our personalities as well our individual skills.
This is a well-established family run business that has a caring and friendly approach to both their clients and staff.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or 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.
At AFH, as we grow, we're looking for like-minded financial advisers to join us supporting clients across the West Midlands.