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.
We represent a thriving, independent firm of accountants in Coventry tasked with finding a talented Client Manager to manage a diverse portfolio of clients and to oversee the workflow of the busy team.
The successful candidate will also enjoy working closely alongside the Partners feeding in to the strategic and operational direction of travel for the firm and there is room for professional development and career progression at this firm for the right person.
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.
GRG are seeking a proactive and personable Customer Service Advisor to join our client's team.
As a Customer Service Advisor, you will be the first point of contact for their customers, providing assistance, resolving inquiries, and ensuring exceptional service delivery.
You will play a crucial role in maintaining customer satisfaction and fostering positive relationships with their clientele.
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.