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.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
Embark on a rewarding Mortgage Advising career at Connells Group, where you'll gain access to all the tools, knowledge, and training necessary to excel in financial services.
Eager for change
Ready to fuel your ambitions and propel your career to new heights?
We are looking for a Client Advisor to join an award-winning, global insurance business, who will ultimately assist the Account Executives to account handling their clients' needs.
As an experienced insurance professional who delivers first-class support to your clients, you will be now looking to progress your career within commercial insurance.
This a great opportunity for you to develop your commercial career to handle large commercial clients within the public sector.