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 • £25K/yr to £30K/yr
We are proud to be working with an established IFA with offices near Watford seeking a Graduates Financial Administrator or candidates seeking a career in financial advice/wealth management.
They have been operating for 30 plus years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hertfordshire and London.
Offices near Watford - Full training, study support, structured career plan - £25,000 - £30,000 (DOE) basic salary, flexible working pattern plus excellent benefits
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