We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
With a no limits approach, we can rise to any challenge.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by CPS Recruitment Ltd • £35K/yr to £45K/yr
We're seeking a Financial Business Partner to join our dynamic team.
Are you an experienced finance professional looking to make a real impact?
In this role, you'll manage monthly financial reporting, support the completion of management accounts, and assist with budgeting and forecasting processes.