My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
My client is a boutique wealth planner, asset manager and employee benefits specialist.
As they are independent, this allows them to provide objective advice that is aligned to a client's best interests, delivered by teams steeped in financial services knowledge and experience.
They have built their Company on integrity and trust, because doing what is right for their clients is best for their business.
This is an exciting opportunity for an experienced Financial Advisor, to work as part of a team of highly trained and experienced finance professionals, for an organisation who are driven to go better than traditional financial institutions are willing to offer.
They are highly committed to offering high quality financial advice and superior products to everyone - not just too institutions and the select few.
They have developed some of the most exciting financial services products in the UK by putting the investor at the heart of everything they do.
As a Paraplanner, you will play a pivotal role in supporting our team of experienced financial advisers in providing top-notch financial planning services to our clients.
Research and Analysis: Conduct thorough research and analysis of financial products and services to support the creation of tailored financial plans.
Your responsibilities will include, but are not limited to:
This role is best suited to those advisers with at least 1 year of providing financial advice, who want to provide whole of market advice, where the processes are streamlined, the set up provides a modern easy to use experience for their clients, providing you with more time to secure higher earnings on a self-employed or AR basis.
This, modern independent Financial advisory firm is a forward-thinking institution with award winning technology for advisors like you.
They are growing year on year, have a number of advisers working with them, where they can work on either an appointed representative and self-employed route (includes leads), either way with great commission packages.
Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Self Employed Financial Advisors across the UK.
Our clients are fully independent and offer whole of market advice in a variety of services including Wealth, Mortgages, Commercial Finance, Employee Benefits and Protection.
Due to the size of the business they offer exceptional job security and growth, with a dedicated business development team as well as a strong administrative support team.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.
Supporting a high achieving adviser, they are looking for a talented, ambitious IFA Administrator to provide support and fully develop their career, moving into Paraplanning and then with the support of the business becoming a trusted adviser in the business.
A genuine, progressive opportunity has arisen within our client, a highly regarded IFA and Investment Management practice offering Independent whole of market advice to private clients and their families, as well as to charities and businesses.