Provide holistic financial planning to prospective and existing clients.
Job Description
Recruit UK is working with a successful Independent Financial Planning firm which is growing its advice team.
They have opportunities across Hertfordshire, Essex, Suffolk or Cambridgeshire for Financial Advisers who thrive off new client engagement and can demonstrate a proven track record of winning new clients.Key responsibilities include:.
Posted by TIME Appointments Ltd • £20K/yr to £25K/yr
General
We are delighted to be recruiting for a Trainee Paraplanner on behalf of our client, a highly regarded Independent Financial Advisors based in Colchester.
This is a fantastic opportunity for a bright individual who is looking to build a successful career within the Financial Services Industry.
Key Duties & Responsibilities
Providing high quality financial planning support to Financial Advisers in accordance with the FCA while representing the company in a professional manner.
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This programme is open to candidates who are target-driven, with a passion for travel, and have one year's sales or target experience.
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Posted by Financial Divisions • £40K/yr to £45K/yr
As a result of expansion and internal advancement, they are seeking to recruit a Junior Paraplanner to join their team and provide a clear career path.
An exciting opportunity has emerged with a well-established Wealth Management firm located near Colchester in Essex.
With over 20 years of experience, they have been delivering top-tier financial and investment planning services to their clientele.
Are you a skilled Paraplanner ready to excel in a role that allows you to truly focus on delivering top-tier financial solutions?
Join our clients dynamic team in Colchester, where your expertise will be at the forefront of servicing Adviser Clients across the South East and London.
Join an Award-Winning Outsource Service Provider as a Paraplanner in Colchester Focus on What You Do Best!
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.