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 to work with a firm of local accountants.
My client is a progressive regional firm of Independent Financial Planners in Yorkshire, providing their clients with Independent Financial Advice.
The Head of Advice will lead the team of Independent Financial Planners and support the team of Paraplanners and Administrators, ensuring the delivery of high-quality, compliant, and client-focused advice.
They have been established for over 15 years and despite their expanding size and growth, they are true to their heritage as a family run business.
The Company: A Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their office-based adviser support team.