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.
Our client is recruiting for an experienced financial adviser to join a highly skilled and supportive team to give advice to an existing client bank as well as new incoming enquiries and working with the existing mortgage team to generate referrals.
Are you an experienced financial Adviser
Do you have the skills to not only nurture high-quality leads from an existing client bank but also to build your own network and client bank?
General
Do you dream of working for a thriving firm that values people passion and exceptional service?
A new opportunity has opened for an experienced Financial Planner to join a reputable company based in Plymouth as they have too many clients between the four IFAs of the business.
As a company they don't advertise, getting all their business through referrals and word of mouth.
A leading financial services firm dedicated to providing tailored and comprehensive wealth management solutions is looking to hire a Financial Adviser to inherit a client book.
As part of the growth strategy, they are seeking an experienced and dynamic Financial Advisor to inherit a client book and contribute to its ongoing development.
With a commitment to excellence, integrity, and client-centricity, the team have established a strong reputation in the industry.
As an Accounts & Audit Senior, you will work on a diverse portfolio of clients across a wide range of industries.
You will work closely with a manager who will guide and support you so that you can be responsible for organising and managing accounts and audit jobs, tasks and project components as well as coaching and directing assistants.
General
Ideally, you will have a broad knowledge of all relevant accounts preparation, disclosure and auditing requirements.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?