Having the skills and experience to be successful in a consultancy role requires confidence that what you promise to clients, can be delivered.
Due to retirement, this role is available with an established Compliance consultancy firm which has many years' experience in this arena, with a very stable and yet, still growing, client base.
This is why this role is a great opportunity for you as the supporting departments covering technical content and compliance checking are tried, tested and established which means that you can consult with the clients, manage expectations and be confident of delivery, leading to further opportunities and growth.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Glasgow offices.
This is a 100% office based opportunity, designed for serious individuals, looking for a clear path to Chartered Adviser Status.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Employed Financial Planner - HNW Client base provided - Glasgow and other locations in Scotland
Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
This role offers home based / remote working with access to office locations if preferred.
As our client's company continues to grow, a requirement has arisen for a Financial Coach to join its rapidly expanding team of Advisers and Educators.
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
The Financial Coach role is predominantly home-based, with the remit to deliver financial education programmes to employees at corporate and public sector companies across Scotland.
Exciting opportunity for a Financial Advisor to join one of UK's leading Wealth Management and Financial Advisory specialists based in Glasgow area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.