Basic Up to £75k Package Paraplanning Full client portfolio
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.
Due to recent success, my client a successful independent is looking to expand and recruit an experienced Self-Employed Mortgage Advisor to join their team.
For the successful Advisor, they are offering the successful individual the option to work full-time on a remote basis.
They also provide strong admin support allowing maximum time to write Mortgage and Protection business.
Our client is a trusted and well-established business with over 20 years of experience in the construction industry.
They are committed to delivering high-quality products and services to their clients and take pride in their reputation for excellence and reliability.
The role is also required to cover fundamental needs of the team - adequately oversee, train and motivate the junior members.to continuously improve their team and the efficiency and effectiveness of the reconciliation controls and team they oversee
Supervising custody and cash reconciliations for all invested assets and operational bank accounts providing effective, efficient and scalable reconciliation services to the insurance and investment businesses as well as other group companies and third party clients in respect to Assets Under Administration of c£35bn.
This role also includes effective stakeholder management and the building of effective working relationships with their peers and colleagues across the Finance team.