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.
Our client prides themselves on helping people and businesses achieve their goals.
You will manage a team of approximately 15 staff and ensure clients reporting is timely and accurate.
We are seeking an ambitious mangers or assistant manager to help deliver cloud-accounting, management report and whole finance services to their diverse range of clients.
Our client is a leading provider of Unified Communications, Audio Visual and UV Solutions and collaboration solutions, in their mission to empower partners across Europe.
They prioritise diversity and inclusion, creating a workplace where every voice matters.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Established in 2011 as a different player to the corporate data world, our ethos is to do the right thing, even if it's not the easy thing; to build partnerships and relationships based on honesty and transparency; and to prioritise specialist skills and quality above all else.