My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
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.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
This person will be coming in to a successful client book and it's a perfect opportunity for someone fully qualified who's looking to learn from a seasoned Advisor.
I am working with a national client who is seeking a Junior IFA to work alongside an experienced Senior Advisor and take on a proportion of their client base.
You will work closely with a manager who will guide and support you so that you can be responsible for organising and managing accounts and audit jobs, tasks and project components as well as coaching and directing assistants.
As an Accounts & Audit Senior, you will work on a diverse portfolio of clients across a wide range of industries.
General
Ideally, you will have a broad knowledge of all relevant accounts preparation, disclosure and auditing requirements.
Remote home based Diploma level 4 qualified and experienced financial adviser required.
We are a highly respected and well-established wealth management organisation looking for a bright and articulate individual to join our servicing team, where you will be servicing an existing portfolio of clients for all their personal financial planning requirements.
There is no requirement to bring your own business or to generate leads.
Advise on all areas of financial planning from mortgages and protection to investment and pensions.
General
A financial services organisation based in the southwest of England (but offering remote working) is currently recruiting a Financial Advisor to join their team.
Working for a business that has been established for over 25 years' and offering the chance to become self-employed in the future, this an excellent opportunity for anyone looking to further their career within this field.