Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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.
This position has become available due to the promotion of the existing member of staff to a Financial Planner role.
The firm is dedicated to providing comprehensive and personalised financial planning solutions to its clients and has a strong commitment to excellence.
An exciting opportunity has arisen for a Paraplanner to join a leading financial services firm based in Welwyn, Hertfordshire.
Our Client is a well-established firm of experienced Chartered Financial Planners and Independent Financial Advisers (IFAs).
About the Firm
They offer extensive market knowledge and provide independent financial advice, planning, and guidance to both individuals and corporate clients seeking employee benefits solutions and company-specific financial advice.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £55K/yr
We are recruiting an experienced financial adviser to join a well-established firm on an employed contract.
Offering both full or part time positions.
With an uncapped commission structure, full admin and paraplanning support and individual career progression tracks you will be fully supported to provide exceptional advice.
We are currently working with an award-winning, established Financial Planning business based in Hertfordshire to recruit a Financial Planning Assistant to join their growing team.
They are a dynamic, forward thinking and highly professional practice that has experienced consistent growth through client recommendations since their founding.
The firm have been serving the community in Berkhamsted, Hertfordshire for many years.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Cameron James is working with a successful IFA Practice based in Hertfordshire, in the recruitment of an experienced IFA Administrator to join their growing team.
These main tasks will be the responsibility of the Paraplanning team.