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.
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.
We are seeking a CeMAP (or equivalent) qualified mortgage adviser with a proven track record in mortgage/protection business to work for one of our leading mortgage broker AR's to cover one of the market leading introducer estate agency offices in the WOKINGHAM & surrounding area on a hybrid basis, due to continued growth & expansion.
If you are ambitious, have a desire for personal development, and a team player then we would like to hear from you.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing
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