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.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
Posted by Blakemore Recruitment • £40K/yr to £43K/yr
A Financial Planning firm located in Southampton are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Posted by Pavilion Recruitment Solutions • £70K/yr
Job Summary
We are seeking a motivated and experienced Academy Manager to lead and manage our aspiring adviser program for Trainee Financial Planners.
The Academy Manager will play a pivotal role in developing and executing structured learning pathways, ensuring trainees gain the knowledge, skills, and qualifications necessary to become successful financial planners.
Posted by NELSON SCOTT RECRUITMENT SERVICES • £28K/yr to £32K/yr
This a financial planning and discretionary investment management house who are dedicated to provide a high-quality service for private clients, trusts, and smaller institutions.
Originally the business started out as an investment manager and has now developed the financial planning side of the offering, putting this at the forefront of the client relationship.
Founded 20 years ago this Wealth and Investment Manager has grown organically and through a small number of carefully integrated acquisitions.
They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They will provide a consistent flow of client leads across the UK with your role being focused engaging and converting clients.
A leading UK Private Client Investment Management Company who have won numerous industry awards for excellence are looking to recruit a highly competent individual.
Working in their growing Investment Portfolio Support function you will be joining a highly professional team who pride themselves creating a positive working environment that is enjoyable and very personable.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.