We are seeking a highly motivated experienced Financial Adviser to join our growing business.
We are now looking to expand our wealth management advisory service, so this is an exciting time to join us.
The business was established over a decade ago and has specialist expertise in providing full financial services solutions from financial planning to property lending.
Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients are fully independent and offer whole of market advice in a variety of services.
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 £75k Package Paraplanning Full client portfolio
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
My client, is a reputable IFA and Chartered Accountants, is seeking an experienced Independent Financial Adviser to join their dynamic team.
The ideal candidate should possess a minimum of 5 years of proven experience in financial advising, have fantastic client relationship, with minimum client following of £10M AUM and be a strong business developer.
While being Chartered is preferred, it is not essential, level 4 diploma qualifications are required.
A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an Employed or Self-Employed basis.
Transferable clients advantageous, good quality leads provided.
This role can be either office based (free onsite parking available) or fully home based or hybrid.
Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic.
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.