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 Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Posted by Ernest Gordon Recruitment Limited • £27K/yr to £31K/yr
IFA Admin (Progression to Advisor)
Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career?
£27,000 - £31,000 Training Progression Supported Study Company Benefits
Posted by Graduate financial recruitment • £30K/yr to £34K/yr
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
Are you passionate about sustainable investing and looking to start your career in finance?
With offices located nationwide, we're looking for enthusiastic individuals who are eager to make an impact in the world of Environmental, Social, and Governance (ESG) investing.
As a Mortgage Advisor, you will provide comprehensive mortgage advice to clients, ensuring they receive guidance tailored to their needs and priorities.
Your role will involve client interviews, market research, and producing written recommendations, all while maintaining the highest standards of honesty, integrity, and compliance.
Key Responsibilities
Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
Marks Sattin are delighted to be partnered with a rapidly growing finance advisory firm based in Manchester for the recruitment of a Qualified Accountant with PQE to operate as a Financial Advisory Manager / Senior Manager within the team.
The role will include providing hands on finance and commercial expertise, and to provide support to finance directors and senior teams to assist them through demanding and often unusual periods of change.
Typically, you will work with clients during transactions (mergers, acquisitions, disposals, refinancing), also with operational improvement activities (cash flow modelling, forecasting, reporting and KPIs, finance function review and improvement) and to deliver commercial initiatives (costing, procurement, contracting and negotiations).
Posted by Financial Divisions • £20K/yr to £24K/yr
General
My Client is a highly successful and rapidly growing independent firm of Advisers with an excellent reputation and would like to offer this role to an individual looking to carve their career within wealth management
Wonderful opportunity for a talented individual with recent A Levels/Degree ( Maths, Economics, Business Administration, Finance) looking to join a fast-growing wealth management firm in Stockport.
Opportunity Highlights
Exciting opening to join a small friendly team focussing on the Annual review process.