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.
Financial Planner - Reading, £55k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1.
Manage some client from the Managing Director and generate new business from established Lead mechanism
I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members of staff with.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas.
The role will come with a core book of clients and a regular supply of leads.
The role will give you autonomy to manage your diary and network new clients into the business.
Financial Controller £65,000 - £75,000 plus Bonus.
Wade Macdonald is currently recruiting for a Financial Controller for a rapidly growing £50million t/o Software business based near reading, Berkshire.
Our client is part of a well known and highly respected global software giant.
Undertake allocated supporting CF / TS tasks within supervision.
General
As a Transaction Services Executive you will be responsible for preparation and delivery of FDD reports.
We have partnered with a mid-market boutique located in Thames Valley in their search for an entrepreneurial and ambitious Transaction Services Executive to operate within their Corporate Finance team.
You will be working closely some of the most respected and well established financial institutions in the world.
Our client is an incredibly ambitious recruitment firm, specialising in Investment Banking and Asset Management across London, the Middle East and the US.
With a brand new office in Reading and plans to open offices in Dubai and New York in 2025, they are looking to bring onboard ambitious graduates to help them achieve their growth plans moving forward.