My client is seeking a Financial Advisor 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.
The company's main aim is to provide the best and most impartial advice available to its clientele.
My client is an exciting, successful, Independent Mortgage Brokerage who are currently experiencing large growth.
Due to business expansion and high demand the company are currently looking for three additional Mortgage and Protection Advisor's (handling mainly Residential and BTL cases initially at least) to join their team.
Basic Up to £75k Package Paraplanning Full client portfolio
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.
The Mortgage Advisor will be to taking new enquiries from a variety sources, identify the requirements and place with the correct lender, underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner and consistently process pipeline business, ensuring an efficient and satisfactory outcome for the borrower.
Over the last 20 years our client has grown to become the UK's leading specialist finance broker, providing fast, flexible unrivalled access to the UK's specialist finance marketplace.
The continuous growth has created new roles within the residential mortgage team.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Borehamwood, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
We have an excellent opportunity for an Independent Financial Advisory firm based in Borehamwood.
This unique role provides a broad and varied range of responsibilities and offers a particularly valuable combination of communication, collaboration and progression.
A key client of mine is a well-established independent firm of Chartered Financial Advisers with offices near Stevenage, have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Overseeing a portfolio of predominantly owner managed businesses.
General
Here at Every Step Recruitment, Finance & Accountancy, we are actively recruiting for a Client Manager on behalf of a highly successful Accountancy practice in St. Albans.
This is a full-time, permanent opportunity offering hybrid working.