My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
This role offers home based / remote working with access to office locations if preferred.
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.
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.
To undertake prompt, accurate and timely sales administrative support as part of a team and also specifically to support the International Sales Manager to ensure excellent service levels and opportunities for sales and brand expansion
Your new role
Order Processing.
Code and input all customer orders accurately onto our computer system and liaise with Shipping and Warehouse to ensure follow through in line with customer expectations.
To contribute at a senior level to the delivery of high-quality strategic allocations and new communities including the New Eastern Villages (NEV) and Kingsdown, with responsibility for the determination of complex planning applications for development.