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.
As a trusted advisor, you will guide company owners on a journey towards a potential sale, often over a 2-3-year period, helping them to navigate any changes as required.
We are searching for an experienced Consultant with M&A experience to join a newly created Corporate Finance Advisory team in the Berkshire area (hybrid basis).
You will play a pivotal role in helping them build value and will utilise your strong financial grounding, data analysis expertise, and commercial insight to provide actionable strategies that optimise a company's value and position it for a successful sale.
Are you an experienced Mortgage Advisor or Broker with a passion for working with high-net-worth (HNW) clients?
Launch Your Rewarding Career as a Remote HNW Mortgage Advisor dealing with Central London introducers
Do you dream of managing your own schedule while advising affluent clients on securing mortgages for luxury London propertiesall from the comfort of your home?
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor near Newbury, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Our client are a well respected Law firm looking for a Private Client fee earner to join the busy department.
You will be responsible for running a caseload of Private Client work, wide ranging from Probate, Wills, Court of Protection matters both Lasting Powers of Attorney and Deputyship and Estate Administration.
Excellent salary and working conditions for successful candidate.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
The Client Manager Accountant will be responsible for reviewing financial accounts, management accounts, bookkeeping and vat returns prepared by more junior members of the team.
They are currently looking to add a client manager into their team based in Newbury.
REED Practice are working with a team of established Accountants who have been in operation for over 40 years.