Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
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.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Posted by TIME Appointments Ltd • £23K/yr to £30K/yr
A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm's Financial Consultants.
This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
Posted by TIME Appointments Ltd • £25K/yr to £30K/yr
Skills & Experience Required
Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor's in a technical administration capacity.
General
We are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Join the Customer Service team and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall well-being: