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.
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.
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 £65k Package Paraplanning Full client portfolio with £150k 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 a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Are you a recently qualified Junior Financial Advisor in Devon/Somerset, seeking an employed job, where you can work alongside a well-established Financial Advisor?
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.