Posted by Cavendish Maine Recruitment • £35K/yr to £40K/yr
My client are a renowned Financial Planning firm operating across the UK and are on the lookout for a trainee Financial Advisor to join their office on the outskirts of Bristol.
This is a rare opportunity for a Trainee Advisor or Paraplanner to step into an employed Advisory role with an established client book, with a company that can offer ongoing training and development.
In this role, you will service an established client bank and conduct annual reviews as well as actively pursuing new business opportunities.
Posted by IDEX Consulting Ltd • £40K/yr to £50K/yr
Are you a newly qualified Financial Advisor looking for your next long term career option?
Perhaps you have come through one of the many Advisor Academies but now feel slightly adrift with no real guidance, plan or structure to ensure the success your hard work deserves?
Do you want the security of a salary, and guaranteed additional bonus via the client book you will inherit from a retiring advisor.
Posted by Cavendish Maine Recruitment • £35K/yr to £40K/yr
Role and Responsibilities
Build sustainable relationships with clients.
Complete annual reviews within required timescales.
General
This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an experienced Advisor to join their Wandsworth office and service an existing client bank.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Financial support with exams; Future career progression
This opportunity has arisen due to internal career progressiona paraplanner transitioning to a trainee advisor roleand the addition of a seasoned financial advisor to the firm.
Fram is collaborating with a well-established, directly authorised financial planning firm in Norwich, currently seeking a Paraplanner to join their growing team.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.