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 £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.
We are seeking a Contract Services Advisor to join our team, offering technical advice and support to new and existing AR's and Partners.
The ideal candidate will have a strong background in relationship management, technical expertise in contracts and be adept at managing practice succession planning and business restructures.
This role requires a balance of providing high-quality service while achieving the right commercial outcomes.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
My client are a modern and progressive firm with an enviable reputation.
The Private Client team in particular have grown to a very good size and the work they do is on an upward trajectory with HNW estates and trust work and alongside typical Wills and LPA's, more complex wealth planning.
They have a network of offices around Hampshire and Wiltshire which offer a full service offering to the local communities they serve and nationally, utilising the latest technology to deliver first class legal services.
This varied role will be part of our clients front-line team, responsible for handling phone calls & emails from advisers and customers on our clients products.
This business truly put the needs of their customers first, that's why we need Customer Champions who love going above and beyond!
This is a very exciting opportunity to join a well-known business with plenty of opportunities to build on your skills & your career!
The successful candidate will work in a team that deals with client queries relating to life assurance, pensions and investments as well as liaising with product providers and covering all aspects within the general office administration to ensure a first class service is provided to internal and external parties.
Our Client is looking for a full time Financial Services Administrator to join their friendly and enthusiastic team in Marlborough.