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.
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 £60k 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.
A well established and growing financial planning organisation with offices near to Swindon are looking to add a Trainee Paraplanner/Report Writer to their highly impressive team.
You will be responsible for creating financial planning recommendations in a way that is understood by our clients whilst meeting regulatory requirements all from a busy and dynamic office.
You will work with the Financial Planners to provide and produce regulated financial advice reports to clients on all areas of advice and predominantly across investments and pensions.
Robert Half are thrilled to be working with a business in Swindon that are looking for a full-time Finance Assistant to join the team ASAP until end of April/May 2024.