The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions.
General
This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Are you an experienced IFA Administrator looking to take the next step?
Financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Paraplanner.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
Red Recruitment is recruiting a Mortgage Advisor in Fareham, Hampshire to join an established and successful team in an award-winning mortgage brokerage.
This is an exciting opportunity for a Mortgage Advisor who wishes to further their career in the financial services industry.
The salary is up to £33,000 per annum with an OTE of £65,000.
Are you an experienced Financial Planning professional with a passion for coaching and developing others?
We are working with a highly successful Financial Advisory organisation that is renowned in the industry and across the local area for its exceptional reputation and client service.
This well-established firm is currently experiencing a period of sustained growth, creating an exciting opportunity for an Adviser Development Manager to join their team.
Posted by Blakemore Recruitment • £70K/yr to £90K/yr
We are currently recruiting for a Wealth Management company in Whiteley, Hampshire who are looking to recruit an Adviser Development Manager to coach, manage and support a team of financial in their efforts to maximise their own skills and business performance.
Lead a team of advisers to build and deliver plans to attract new clients, service existing clients, grow revenues in line with company objectives and ensure client satisfaction and outcomes.
The role will primarily focus on developing new advisers and building on the experience they have gained externally or during the in-house academy.
Supporting a team of financial planners with whole of market IFA administration.
Dealing with client technical queries in a efficient and professional manner.
General
Due to a exciting recent acquisition my client who are a Fareham based whole of market financial planning practice are expanding their team with opportunities for a experienced IFA administrator who is ambitious to train as a Paraplanner, or a experienced Paraplanner looking to train as a IFA and shadow a highly experienced adviser possessing many years of financial planning knowledge.