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 and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Posted by North Oak Recruitment Ltd • £20K/yr to £25K/yr
My client is an established Independent Financial Adviser company based in South Leicestershire and they have an exciting new opportunity for an experienced administrator to join their team.
Salary to £25,000 per annum dep on exp excellent benefits
Leicestershire (Our Ref AL1313) - office based role
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Our Directly Authorised clients are currently looking for an experienced Self-Employed Mortgage Advisor with their own client bank to join their team who are based in Leicester and operates across the UK.
This will be a remote position and full admin support will be optional.
Salary package on offer for the role of Mortgage Advisor