As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
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 THE OPENWORK PARTNERSHIP • £23K/yr to £100K/yr
We are hiring for a firm who take pride in providing honest, simple and trustworthy advice to clients in and around the Bristol area and beyond.
They are now looking to take on a like minded adviser, supporting you with leads, great commission splits and giving you the autonomy over your diary to deliver outstanding advice and service.
Having been established for over 10 years, they have extensive industry experience and a wealth of 5 reviews, that are testament to their customer service.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Our client is a well respected International private client discretionary investment manager, privately owned and an independent investment management company.
They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.
They attract individual investors through their extensive marketing activity and a warm database, so provide you with quality leads
Posted by Alexander Mae (Bristol) Ltd • £32K/yr to £40K/yr
The Company
With our client, their customers have their own dedicated property lawyer to guide them every step of the way to ensure everything runs as smoothly as possible.
Our client knows that purchasing or selling a house can be a major life event.
Their mission is to transform the conveyancing industry so that buying or selling a home is a smooth and enjoyable experience.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.