Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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 Premier Jobs UK Limited • £60K/yr to £100K/yr
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
Client Manager Job Vacancy
Would you like to secure a position as a Client Manager at a firm that takes pride in partnering with their clients at every part of their journey and who take the time to offer a loyal and bespoke level of service.
We're seeking an outstanding leader of a junior team, an organised manager who can oversee the workflow for a large client portfolio.
General
This is an exciting opportunity, the rewards on offer are market-beating and the team that you could potentially become a part of are happy, cohesive and motivated to do a great job.
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 support to the Financial Advisers and Paraplanning team.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
Training in London (Travel & Accommodation Provided)
This is an exciting opportunity to join a successful, growing company where you can develop a range of new skills and have the opportunity to earn bonus as a team on top of your salary!
In this role, you'll manage a portfolio of affluent clients with premium levels ranging from £10,000 to £250,000.
Are you passionate about building strong relationships with high-net-worth individuals and crafting bespoke insurance solutions?
Join a thriving global insurance business that seeks a talented High-Net-Worth Account Handler to join their dynamic team of 9 in their beautiful office in Hatton, following the well-deserved retirement of a valued team member.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
Tax Senior Job Vacancy
We're seeking an outstanding leader of a junior team, an organised supervisory who can support the workflow for a large client portfolio.
Would you like to secure a position as a Tax Senior at a firm that takes pride in partnering with their clients at every part of their journey and who take the time to offer a loyal and bespoke level of service.
General
This is an exciting opportunity, the rewards on offer are market-beating and the team that you could potentially become a part of are happy, cohesive and motivated to do a great job.