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.
Reed Specialist Recruitment are proud to be representing a huge National Union, who are looking for driven and skilled Financial Advisers to sell their financial planning proposition.
This is a remote working role, but you would need to be Dorset-based in order to conduct client meetings 4 days a week.
The successful candidate will eager to generate new business by converting leads from the Union's General Insurance team, across the whole Dorset region.
Our client is looking for an experienced IFA Administrator who prides themselves on the ability to support our financial advisors, liaise with providers and third parties.
An excellent opportunity has arisen for a financial planning administrator to work in a growing team.
You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service.