My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
We are looking for a Client Advisor to join an award-winning, global insurance business, who will ultimately assist the Account Executives to account handling their clients' needs.
As an experienced insurance professional who delivers first-class support to your clients, you will be now looking to progress your career within commercial insurance.
This a great opportunity for you to develop your commercial career to handle large commercial clients within the public sector.
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.
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.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k 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.
My client is a well-known Wealth management firm in Badbury and seek to grow their back-office support team and are looking to recruit a Client Service Specilaist.
The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients.