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 looking to recruit a Treasury Manager to join their team.
In addition to this, they also operate about 800 bank accounts for the sites.
The Treasury department manages over 100 company bank accounts with over 4000 transactions going through them and about 1000 of them are urgent payments being made on a daily basis.