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 and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by North Oak Recruitment Ltd • £20K/yr to £25K/yr
My client is an established Independent Financial Adviser company based in South Leicestershire and they have an exciting new opportunity for an experienced administrator to join their team.
Salary to £25,000 per annum dep on exp excellent benefits
Leicestershire (Our Ref AL1313) - office based role
Posted by Premier Jobs UK Limited • £30K/yr to £35K/yr
As T&C Supervisor, you will be assisting their Senior Compliance Manager by providing training and competence support to their small team of Independent Financial Advisors and work on compliance projects.
This T&C Supervisor / Compliance Support job in South Leicester provides opportunity to join a local Financial Services firm.
You will be required to support new and existing IFAs on ensuring they adhere to the company and FCA guidelines, through role-plays, 1:1s, observations etc.