Posted by Resource Matters Ltd • £55K/yr to £60K/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 £60k 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 Psixty Recruitment Ltd • £40K/yr to £50K/yr
The Mortgage Advisor will be to taking new enquiries from a variety sources, identify the requirements and place with the correct lender, underwrite new applications and package them with care, skill, and diligence to present a perfectly packaged case to a lending partner and consistently process pipeline business, ensuring an efficient and satisfactory outcome for the borrower.
Over the last 20 years our client has grown to become the UK's leading specialist finance broker, providing fast, flexible unrivalled access to the UK's specialist finance marketplace.
The continuous growth has created new roles within the residential mortgage team.
Posted by Financial Divisions • £30K/yr to £35K/yr
My client is a well - established and highly successful Wealth Management firm with offices based near Watford in Hertfordshire and are looking to take on a versatile IFA Administrator (Wealth Management)who is looking for a new opportunity in Wealth Management.
You will be supporting an Advisor with administration at a technical level, dealing with UHNW and complex cases across pensions, investments, IHT, estate planning, and protection.
Company offers flexible core working hours and has fantastic benefits
Posted by Financial Divisions • £25K/yr to £34K/yr
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to Watford , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management.
Excellent Benefits including Private Medical Insurance, pension and DIS.
This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Working for a growing & dynamic wealth management firm you will be responsible for ensuring that the firm operate within the guidelines of the Financial Conduct Authority by implementing and overseeing company compliance policies and procedures.
Compliance Officer: Basic To £60k Package & Bonuses, working for a Dynamic IFA & Wealth Manager, Hybrid role
The firm promote a fun and collaborative environment, where the whole team really enjoy working together.