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.
Posted by Additional Resources Ltd • £35K/yr to £45K/yr
General
As a Client Manager, you'll support client partners, liaise with clients, deliver excellent service daily, and drive the firm's growth and success.
An exciting opportunity has arisen for a Client Manager with 3 years of accounting experience to join a well-established accountancy firm, offering excellent benefits.
You will be responsible for
Communicate with a varied client base, including local businesses and high-net-worth individuals.
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
They are looking for a personable and enthusiastic individual to join the advisory team to provide tailored financial advice across a range of advice areas.
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based near Chippenham and specialise in providing a tailored solution to their clientele across a range of advice areas.
They have a niche client area and are experiencing a period of growth following a healthy phase for the business.