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.
My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion.
Job highlights
Business has been in operation for over 2 decades across wealth and mortgage matters.
This is a great opportuinity to join an exciting long term role in Reading - Outside IR 35 paying CIS
Key Responsibilities
Establish and maintain an efficient document control system, ensuring that all documents are properly identified, categorised, and stored for easy retrieval.
Manage and control all project documentation, including drawings, specifications, permits, and correspondence, in accordance with company procedures and industry standards.
Are you looking to join a network that puts the results of their Mortgage Advisers first by ensuring they have all the tools available to succeed?
This Mortgage Adviser job has full autonomy for you to manage your own diary and balance your work and family life.
This financial services network has built an excellent team of 50 Financial Advisers and Mortgage Advisers by ensuring everything they do is in the interests of their Advisers.
This role presents an exciting opportunity to work closely with clients, advising on tax matters related to mergers, acquisitions, and other strategic transactions.
M&A TAX ASSISTANT MANAGER - Reading
I am seeking a dynamic and experienced M&A Tax Assistant Manager to join a fantastic firm in their Reading office.