Posted by Resource Matters Ltd • £50K/yr to £75K/yr
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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Are you an experienced Credit Control/ Accounts Receivable Clerk who is looking for a new challenge?
Sheridan Maine are recruiting a temporary to permanent position for an international client based in Newbury who require an individual who will take responsibility for their end to end sales ledger function.
The role will be responsible for the following key duties
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
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:
Preparing meeting packs and client engagement letters for new clients
Acting as a first point of contact for clients and product providers
Posted by Sheridan Maine South • £25K/yr to £30K/yr
Raising and processing invoices
Sheridan Maine are working with a global business based in Newbury who are currently seeking an Accounts Assistant to join their small and friendly finance team.
Reporting to the Finance Controller, primary duties of the role include:
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor near Newbury / Andover / Basingstoke, 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.