A well-respected Chartered Financial Planning firm with a very good reputation are looking for an experienced Financial Planner to come and join their growing advisory team and work with nourishing and developing existing clients within the firm.
They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection and tax planning.
They take pride in their work and place an emphasis on client care and providing a tailored solution.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
Solely independent financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Junior Paraplanner.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
Our client is preparing for the future and they are actively working on their succession plan.
To that end, we are delighted to be recruiting for a senior Chartered Financial Advisor who has the potential to become the business' next owner/Director once the current owner retires.
There is a 5 year plan in place, part of which is focused on hiring a successor to the director now.
Reed Specialist Recruitment are proud to be representing a huge National Union, who are looking for driven and skilled Financial Advisers to sell their financial planning proposition.
This is a remote working role, but you would need to be Dorset-based in order to conduct client meetings 4 days a week.
The successful candidate will eager to generate new business by converting leads from the Union's General Insurance team, across the whole Dorset region.