We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate.
Salary up to £32,000
In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients.
A leading local Financial Advisory Firm who provides bespoke advice to an established high value client base are looking to recruit a career oriented individual into their expanding paraplanning team.
The role would suit someone who is either working towards becoming diploma qualified or has recently completed their exams and is looking for their next career step.
Farnham area - £open experience depending plus package.
My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 200 clients with assets ranging from £100k - £5m, with £500k being their average case.
As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning.
I have placed 3 staff into the team and they are looking to expand their team with a brand new Adviser.
Financial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA
A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and ethos.