Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k 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 Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor near Newbury, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
The Client Manager Accountant will be responsible for reviewing financial accounts, management accounts, bookkeeping and vat returns prepared by more junior members of the team.
They are currently looking to add a client manager into their team based in Newbury.
REED Practice are working with a team of established Accountants who have been in operation for over 40 years.
Posted by Financial Divisions • £28K/yr to £34K/yr
This boutique business, backed by significant financial support, provides whole-of-market advice to a diverse client base including City professionals, business owners, families, retirees, and high-net-worth individuals with assets exceeding £2 million.
We are recruiting for a Financial Administrator to join a highly reputable, chartered wealth planning firm with offices across the Southeast.
The firm has a close-knit team of around 20 staff, including 5 advisers and a dedicated administrative and paraplanning team that works collaboratively to ensure a smooth advice process.
Ensure completeness and accuracy of client information and make enquiries as appropriate.
This role will entail preparing self assessment returns from documentation provide by clients.
REED PRACTICE are currently supporting a small highly successful, growing accountancy practice based in Newbury to recruit a Personal Tax Senior on a permanent basis.
Posted by Financial Divisions • £28K/yr to £34K/yr
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.
Chartered IFA Firm
Flexible working 1 day in the office per week following training.
Benefits: Pension Scheme, Group Life Cover, Medical Plan.