Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful financial planning firm, are looking for an administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial planning as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's consultants.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.
We are currently seeking to recruit for a Senior Financial Planner to join our client, covering the East Anglia region.
Our client has recently made an acquisition in the Cambridge area and this particular hire will be to advise clients introduced by the Cambridge office, across the East Anglia region.
Our client is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.
You will provide full holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing branch lead generation.
Basic £60k £5k car Allowance Flex Benefits Full client portfolio 40% Bonus & No Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
As the Trainee Paraplanner/Financial Planning Administrator, you will work closely with the Financial Planners and Advisors to provide administrative support.
We are presenting an exciting opportunity for a meticulous Financial Administrator/Trainee Paraplanner to join the friendly and supportive team based in Peterborough.
About the opportunity
We are working as an internal recruitment partner for an established and reputable firm within the financial services sector.