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.
Managing a portfolio of self-assessment tax clients including personal tax clients, partnerships and trusts: preparing their annual tax returns and providing tax advice as required.
General
Reed Practice are supporting a progressive firm of Chartered Accountants based in Reading town centre who are looking for a Private Client Tax Senior.
This role has come about as one of their long standing staff are due to retire.
This is for you if you are an experienced mortgage broker, with CAS, who can bring a client bank with you to the business.
You can benefit from the freedom to work how and where you want, have administration support and no fixed monthly costs, and where you can also receive infrequent leads.
Business
This wealth advisory firm is directly authorised, has been running for over 10 years, is based in the South East, and is a small to medium-sized firm with over 10 advisers working with them.
I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas.
The role will come with a core book of clients and a regular supply of leads.
The role will give you autonomy to manage your diary and network new clients into the business.
Manage some client from the Managing Director and generate new business from established Lead mechanism
I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members of staff with.
Financial Planner - Reading, £55k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1.
Established for 30 years, our client is a growing 5-Partner private practice law firm based in central Berkshire and is well known in the area for providing quality legal advice to both commercial and private clients throughout the Thames Valley and beyond.
Central Reading law firm; Fantastic career progression
The Private Client department is the largest department within the firm and is thriving, with quality and high value work being generated by the firm and its existing clients.