As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients.
By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
Our client, a national wealth management firm, are looking for a Paraplanner to work closely with the Paraplanning Manager and established team of Paraplanners to provide an integral function to the wider team.
Key Responsibilities
Providing accurate, timely and compliant suitability reports from template format.
Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
Client Manager Job Vacancy
Are you an experienced Client Manager who would love to work with a highly regarded firm in Newcastle upon Tyne?
General
Enjoying stable growth, this reputable firm is looking for a hands-on candidate who can hit the ground running to support a diverse, loyal, and growing client portfolio.
We're looking for someone who is ACCA qualified or equivalent, with a minimum of three years' experience in UK practice.
Posted by THE OPENWORK PARTNERSHIP • £25K/yr to £100K/yr
They are looking for multiple experienced Mortgage & Protection advisers throughout the UK to join their growing business and provide first class mortgage advice to their existing client bank
If you're already working on a self employed basis or have been looking to start self employed, this is an opportunity not to be missed.
One of our largest and most successful practices within our network are recruiting.