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.
As part of their growth strategy, they are seeking a motivated & ambitious Junior Financial Adviser to join their team and embark on an exciting career path.
Our client is dedicated to providing comprehensive financial solutions to a diverse client portfolio, including mass affluent individuals and high net worth clients.
Mbf are working with a thriving financial advisory practice with a strong presence across the South West, particularly Devon & Somerset.
The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however, they will not be expected to know the intricacies of financial planning as training and support will be provided.
The Role: I am recruiting an astute Financial Planning Assistant (Financial Planning Administrator) to support with the provision of financial planning and portfolio management services to high-net-worth clients, working for an award winning and highly respected Chartered Financial Planning firm.
They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning and will enjoy a highly varied and responsible role, with the opportunity to progress and study for professional exams if they so choose.