Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
If you are a qualified Financial Advisor who prefers the flexibility of home working?
And would benefit from being passed business to help build your pipeline, including an existing client bank and referrals from a team of mortgage advisers.
Posted by Resource Matters Ltd • £55K/yr to £60K/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 £60k 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.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs).
They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice.
Posted by Financial Divisions • £65K/yr to £75K/yr
Employed Financial Adviser to manage existing client bank
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Posted by Financial Divisions • £65K/yr to £75K/yr
My client based in St Albans is a well-established independent firm of Chartered Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
I have personally just come back from a meeting with the founding Partner, where they gave me this new role, for an experienced Financial Adviser, who can work closely with one of their most Senior Financial Advisers, as they will be retiring in the next year.
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Posted by Financial Divisions • £45K/yr to £55K/yr
My client based in Hitchin is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.