Posted by Resource Matters Ltd • £50K/yr to £75K/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 £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Posted by IDEX Consulting Ltd • £50K/yr to £75K/yr
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
Our client is growing wealth management firm who are looking for an Independent Financial Adviser to join their team.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Key Responsibilities
Reviewing and responding to Clients' changing needs and financial circumstances, keeping Introducers and Clients up to date with new financial products, or changes to legislation that may affect their Clients' pensions, savings, investments and financial plans.
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.
Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Posted by Premier Jobs UK Limited • £50K/yr to £70K/yr
Are you an experienced Financial Advisor near Lincoln, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Posted by Macildowie Recruitment and Retention • £80K/yr
Chief Finance Officer (CFO) - Harbour Learning Trust - Lincolnshire - c£80,000Macildowie is delighted to be partnering with Harbour Learning Trust in the appointment of their Chief Finance Officer (CFO) to lead the Finance, IT and Estates function and deliver a financial strategy that realises the trust's priorities and future plans.
Harbour Learning Trust is a Lincolnshire based multi-academy trust that overseas a family of seven primaries and one secondary school.
The trust was established in 2014, initially with two academies and now has eight schools across Lincolnshire serving over 3000 children.