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 with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
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 Newcastle Under Lyme offices.
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.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
Company Overview
A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team.
They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have good reputation in the market as a growing finanical planning practice.
General
They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.
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.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Posted by Capio Recruitment Financial Planning • £28K/yr to £30K/yr
The Company
The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals.
Their friendly and helpful approach is highlighted by their outstanding client retention rate.
General
With over 1 billion Assets Under Management this company is really taking a positive step within the wealth management space and is an excellent time for someone looking to join an expanding business.
This role requires a detail-oriented individual who can manage varied business types, including investments, pensions, protection, and sometimes mortgages
We are looking for a dedicated IFA Administrator to join our team.
The successful candidate will be responsible for obtaining provider information, processing new business, and ensuring compliance with our New Business Process.