Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
As an advisor you can expect to take between 40-50 calls on average per day and will be tasked with understanding the customers needs, closing the sale, building the customers basket (including services) and walking them through the full sales journey.
Inbound Sales Advisors based in Loughborough, taking calls from customers that have been on the website and looking to purchase some amazing tech !
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients' financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals.
General
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you an experienced financial planning administrator, looking for a new role in a dynamic team, with hybrid working with up to 4 days from home.
Your role will include finding new business and cross sell opportunities and maintaining existing client relationships
As a member of the Digital Sales team, you will be in a hardworking, fast-paced environment and have a portfolio of payment products to sell to your prospect customers.
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