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.
Working closely with the ECO team they are looking for candidates who possess the experience to complete Retrofit Assessments professionally and to a high standard.
An exciting opportunity has arisen for an-experienced Retrofit Assessors to join an exciting and forward thinking business.
Our client based in Yorkshire & Nottinghamshire, operating in the energy efficiency heating and also the home improvements markets.
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 £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
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.
As part of our conservation mission, we are deeply omitted to combating climate change and aim to achieve carbon neutrality by 2030, and we are passionate about safeguarding and enhancing a natural environment under significant pressure.
The National Trust, a leading charity in the UK and Europe's largest conservation body, was established in 1895.
It oversees more than 780 miles of coastline, over 250,000 hectares of land, and over 500 historic houses, castles, ancient monuments, gardens, parks, and nature reserves, all preserved "forever for everyone".
Are you a data-driven leader with a passion for forecasting and portfolio performance?Do you have experience leading a team to deliver accurate and insightful analysis and reporting for household customers in the water or utility sector?
In this role, you will accurately forecast revenue, billing, cash, and debt for household customers and report portfolio performance.
If so, we have an exciting opportunity for you to join our Income department as a Senior Income Assurance Manager.