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 with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k 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.
Posted by Pavilion Recruitment Solutions • £70K/yr
Job Summary
We are seeking a motivated and experienced Academy Manager to lead and manage our aspiring adviser program for Trainee Financial Planners.
The Academy Manager will play a pivotal role in developing and executing structured learning pathways, ensuring trainees gain the knowledge, skills, and qualifications necessary to become successful financial planners.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
Posted by Blakemore Recruitment • £40K/yr to £43K/yr
A Financial Planning firm located in Southampton are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.