Our client is seeking a Financial Planner to join their growing team in their Hertfordshire branch
The successful candidate will collaborate with a supportive team, including advisers, paraplanners, administrators, and a client relationship manager, to enhance the client experience and develop the companies advice and investment strategies.
The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company.
Are you an experienced Financial Planner looking to join a dynamic, fast-growing Financial Planning group?
Book Size: £20-30M FUM
This is a unique opportunity to take ownership of a substantial client book valued at £20-30M FUM in the Buckinghamshire area, with the support and flexibility to excel both in client service and new business development.
Posted by Recruitment Rebellion • £35K/yr to £39K/yr
Ideally three years gained working in finance or in a financial planning firm and we will give you all the training you need so you can take your career to the next level.
We want the best and we are willing to pay for it!
Can you bring your positive attitude and willingness to learn to our workplace?
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.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm in Berkhamstead who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
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.