Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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.
Posted by Public Practice Recruitment Ltd • £40K/yr to £55K/yr
Client Manager Job Vacancy What we're looking for
We represent a thriving, independent firm of accountants in Liverpool tasked with finding a talented Client Manager to manage a diverse portfolio of clients and to oversee the workflow of the busy team.
The successful candidate will also enjoy working closely alongside the Partners feeding in to the strategic and operational direction of travel for the firm and there is room for professional development and career progression at this firm for the right person.
Are you an enthusiastic finance professional with a passion for deliver world class customer service?
Would you like to be part of an award-winning finance lender that prioritises exceptional service whilst working in a supportive and dynamic work environment?