Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring advisor
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 leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor to work with a firm of local accountants.
As Head of Advice, you will lead the team of Financial Advisers and the support team (paraplanners and administrators) to ensure a consistent delivery of compliant, quality, client-focused advice.
We are proud to support this holistic Financial Planning firm in Leeds, built on a reputation of delivering clear, empowering Financial Advice to help its clients reach its goals and financial well-being.
This role is for you if you are a Financial adviser with at least 2 years' experience of providing advice, where you are looking to join an established business where you can make the most out of leads, referrals, and receive support from the business to allow you to hit the ground running.
The business is a small to medium well established Financial Advisory practice in the middle of Leeds with a large focus on making things as simple and convenient as possible for their clients.
You will also command a generous salary with the opportunity to earn an uncapped quarterly bonus.
You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients.
We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices.
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.