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.
Manage some client from the Managing Director and generate new business from established Lead mechanism
Financial Planner - Reading, £55k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1.
I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members of staff with.
Our client, a leading engineering and maintenance provider in various industry sectors, is seeking a dedicated HSEQ Advisor to join their team.
With extensive experience in offshore and onshore facilities, our client specialises in asset management services throughout all life cycle phases.
In this role, you will take a leading role in managing multiple site-based teams, providing HSE support and guidance, and driving a positive safety culture.
Our passion lies in development and cultivating a vibrant culture that empowers our colleagues and wows our clients.
At Citation, we're not just a company; we're a movement, a culture, and an opportunity like no other!
We stand out from the crowd by prioritising growth, investment, and service excellence, and we're proud to say that we do it without resorting to cost-cutting or bureaucratic red tape.
I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas.
The role will come with a core book of clients and a regular supply of leads.
The role will give you autonomy to manage your diary and network new clients into the business.
My client is a Chartered Independent Financial advice firm based in Reading.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in financial administration, coupled with an interest in carrying out executive assistant/personal assistant duties.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
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.