Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring advisor
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 leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
A Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
With offices in Uxbridge, my client is a reputable Independent Financial Advice firm.
They provide rich clients in the London and home counties region with whole of market advice on pensions, investments, tax planning, IHT, mortgages, and certain protections.
Additionally, they provide estate planning services, wills, and trusts to assist clients with their multigenerational planning.
My client is a dynamic, fast forward-thinking Accountancy firm of the future and are currently looking for a Personal Tax Client Manager to support the Directors with managing a portfolio of Personal Tax clients.
This role has the opportunity for a 30% Accounts split, if the candidate also has experience of FRS 105 / FRS 102 1A accounts.
The role offers good future career opportunities and development.
Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits.
They require additional support in the Capacity of IFA Client Support Administrator
Our Clients, Wealth Managers based in Buckinghamshire, in beautiful surroundings, provide friendly and highly professional financial advice to HNW Private Clients and business in the local area.
An exciting opportunity for an experienced Financial Adviser to join a successful business, who will have the opportunity to move into directorship as the company grows.
Company Overview
Our client was originally established in 1983 and has since grown into a successful and client orientated firm.
Based in Gerrards Cross, they look after individuals, families and businesses in London, the Home Counties and the local area.
A fantastic company based in High Wycombe are looking for a Customer Advisor to join their team.
The Customer Account Advisor is also responsible for identifying up-sell/cross-sell opportunities and achieving them by working towards a monthly sales target.
Your main responsibility will be to manage customer queries, place orders and process escalations across a number of communication channels.
A fantastic company based in High Wycombe are looking for a Customer Advisor to join their team.
The Customer Account Advisor is also responsible for identifying up-sell/cross-sell opportunities and achieving them by working towards a monthly sales target.
Your main responsibility will be to manage customer queries, place orders and process escalations across a number of communication channels.
My client is a well-established Independent Financial Advice firm with offices based in Uxbridge.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and home counties region.
The advisers within the business are well supported, with paraplanning, and administration support to allow you to focus on your clients.
This role is best suited to those advisers with 7 years' experience as a Financial Advisor, who are ideally chartered and who are looking for a very competitive salary (tailored to the individual) where they will be handed over a high-net-worth client bank to manager and should you wish a route to becoming a director in the short term.
The Independent Financial advisory firm based just outside London, in the Buckinghamshire area, have been providing holistic advice for over 30 years and specialise in providing advice to high-net-worth individuals.