The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.
You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.
My client is seeking a Financial Advisor to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
Are a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
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
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
You will provide full holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing branch lead generation.
Basic £60k £5k car Allowance Flex Benefits Full client portfolio 40% Bonus & No Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Rickmansworth offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.