Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Reed Financial Services are seeking a Chartered Paraplanner to be part of a fast-moving start-up that's set to make waves in the Financial Services industry.
The ideal candidate will have aspirations to become an adviser, manage clients, or lead a paraplanning team.
With a team that's passionate about client acquisition and growth, we're looking for an individual who is eager to take on a challenge and grow with us.
Are you an experienced financial planning administrator, looking for a new role in a dynamic team, with hybrid working with up to 4 days from home.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients' financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals.
During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
The opportunity for a Financial Services Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.
Financial Services Administrator - Market Harborough - up to £30,000