As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.
Reed Financial Services are proud to representing a local IFA firm in Cirencester, they have a unique opportunity for IFA to join their business and inherit a client bank.
You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.
Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham.
Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach.
Posted by Capio Recruitment Financial Planning • £50K/yr to £80K/yr
The Company
The opportunity to join an established, Chartered Financial Planning firm with a fantastic reputation who focus on offering their clients an outstanding service.
Development is something they are very passionate about and there is potential progression opportunities into senior roles.
General
This role will be a great opportunity for you to cover all aspects of financial planning, with a varied caseload and some technical and complex cases.
We are recruiting for an experienced Mortgage Advisor to join a flourishing, well established firm that offer holistic advice and are looking for an experienced adviser to join the team, dealing with any cross referrals as well as building on the existing contacts and nurturing relationships to help develop and grow your own client base.
If you have dreamed of the flexibility and earning potential that being a self-employed Mortgage Advisor can offer, but need help making the switch, we have the answer.
With a salaried position for up to the first 12 months, whilst building a pipeline to help you move into self-employment with more security and stability.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.