Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
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.
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.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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.
As the Financial Adviser Team Leader, you will be responsible for:.
General
We are currently recruiting on behalf of one of the UK's largest and most successful financial planning organisations for a Financial Adviser Team Leader.
This is a fantastic opportunity to lead a high-performing team while managing your own portfolio of clients and contributing to the growth of the business.
Are you passionate about financial services and thrive in a dynamic, collaborative environment?
We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.
We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients.
As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you'll have the chance to be promoted to Senior Mortgage Advisor and beyond.
We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours!
Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you'll have the potential to increase your earnings year after year.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit a Junior Paraplanner.
They are dedicated to providing first class financial planning & investment management services to clients across the UK.
Our client is one of the foremost names in the industry, they are a reputable business who are at an exciting stage of growth.
Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients.