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.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser, you will come into an established group of clients, and working with the managing director as they consistently develop business going forward.
Are you an experienced Financial Planner, looking for an employed role with an enviable client bank provided?
This role would suit a (preferably) chartered individual, committed to lifestyle financial planning and looking to build a career in a progressive boutique financial planning firm.
This is an excellent opportunity for an IFA Administrator, or similar, to join a prestigious financial planning practice and be a part of a great team and work culture.
Job Description
Recruit UK arerecruiting for a Client Services Manager to join a boutique and successful financial planning practice in Staffordshire.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle Under Lyme offices.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
We provide specialist mortgage advice to clients directly over the telephone on a national basis and package for brokers where they choose to provide the advice.
Salary £30,000 to £35,000 basic depending on experience.
We are excited to be working with an established brokerage and mortgage packager.
Posted by Capio Recruitment Financial Planning • £28K/yr to £30K/yr
The Company
The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals.
Their friendly and helpful approach is highlighted by their outstanding client retention rate.
General
With over 1 billion Assets Under Management this company is really taking a positive step within the wealth management space and is an excellent time for someone looking to join an expanding business.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cannock.
We are looking for someone Fully CeMAP qualified with 2 years of mortgage broking experience.
With leads provided by the Estate Agency team, this is a fast-paced office with excellent earning potential.