Posted by In-pact accountancy Ltd • £60K/yr to £70K/yr
Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
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.
The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards.
This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity.
They will support your personal development, pay bonuses and have a whole range of additional benefits.
Posted by Blakemore Recruitment • £60K/yr to £80K/yr
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
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.