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.
Posted by Prospero Health & Social Care • £14/hr to £20/hr
We aim to empower families by providing comprehensive support services that promote well-being, strengthen relationships, and encourage positive development.
If you are passionate about making a real difference in the lives of families, we'd love for you to join our team.
Prospero Health & Social Care is a dedicated community-focused organisation committed to improving the lives of families and children.
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 Premier Jobs UK Limited • £28K/yr to £32K/yr
As a Financial Advisor, you will be reviewing their life insurance, savings, retirement and investment plans and helping to identify their suitable options to meet their financial goals and protect their families.
This employed, Sales Advisor in Swindon and Hungerford is an exciting opportunity to build a career as a Financial Advisor, helping families save, invest and protect their finances.
You will be provided with a portfolio of existing policyholders, plus new customer enquiries.
Posted by Financial Divisions • £28K/yr to £34K/yr
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.
Chartered IFA Firm
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
Flexible working 1 day in the office per week following training.
This opportunity is going to appeal to mortgage brokers that are looking to work on a self-employed basis within an established Financial Advisory business.
The business is looking to take on mortgage brokers who can bring some clients with them, but also, who are able to self-generate new business opportunities.
If you're keen to take advantage of this opportunity, the business want to help makes things a success for you and will consider financing new business activity that you wish to undertake.