Posted by Resource Matters Ltd • £50K/yr to £75K/yr
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 with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Financial Divisions • £28K/yr to £34K/yr
We are recruiting for a Financial Administrator to join a highly reputable, chartered wealth planning firm with offices across the Southeast.
This boutique business, backed by significant financial support, provides whole-of-market advice to a diverse client base including City professionals, business owners, families, retirees, and high-net-worth individuals with assets exceeding £2 million.
The firm has a close-knit team of around 20 staff, including 5 advisers and a dedicated administrative and paraplanning team that works collaboratively to ensure a smooth advice process.
Posted by Financial Divisions • £28K/yr to £34K/yr
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.
Chartered IFA Firm
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
Flexible working 1 day in the office per week following training.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
Posted by Financial Divisions • £28K/yr to £34K/yr
An exciting opportunity has arisen for an experienced Financial Administrator to join a well-established Chartered wealth planning business with offices across the Southeast.
This boutique firm, backed by significant financial support, has a reputation for delivering comprehensive whole-of-market advice to a wide range of private clients, including City professionals, families, business owners, retirees, and accumulators.