Posted by Resource Matters Ltd • £50K/yr to £75K/yr
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.
To coordinate Education Health and Care (EHC) Assessments for a caseload of children with SEN and disabilities, leading to high quality outcome focused EHC Plans, working in close partnership with families and professionals.
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:
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
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
Flexible working 1 day in the office per week following training.
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
We are searching for an experienced Consultant with M&A experience to join a newly created Corporate Finance Advisory team in the Berkshire area (hybrid basis).
As a trusted advisor, you will guide company owners on a journey towards a potential sale, often over a 2-3-year period, helping them to navigate any changes as required.
You will play a pivotal role in helping them build value and will utilise your strong financial grounding, data analysis expertise, and commercial insight to provide actionable strategies that optimise a company's value and position it for a successful sale.
You will be responsible for running a caseload of Private Client work, wide ranging from Probate, Wills, Court of Protection matters both Lasting Powers of Attorney and Deputyship and Estate Administration.
Our client are a well respected Law firm looking for a Private Client fee earner to join the busy department.
Excellent salary and working conditions for successful candidate.
We are seeking an Employee Relations Advisor to provide expert support and guidance on people policies and procedures, ensuring a consistent and professional approach to line managers and employees for a large complex organisation based in Berkshire.
Lead end-to-end case management for employee relations cases across all levels.
Key Responsibilities
Deliver professional advice and guidance to line managers and employees on all employment matters, including performance, grievance, attendance, and absence management.