Posted by IDEX Consulting Ltd • £50K/yr to £75K/yr
My client is seeking an IFA 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.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Our client is growing wealth management firm who are looking for an Independent Financial Adviser to join their team.
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.
Key Responsibilities
Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
We are currently looking for a Mortgage and Protection Advisor with previous experience.
Or if are looking to start your career and have recently passed CeMAP level 1 our client will support you in a trainee position while you complete the qualification.
The position will be based in the Lincoln office, working closely with a well-known Independent Estate Agency that will provide strong leads for you.