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.
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.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Milton Keynes area.
This role is best suited to those with IFA Administration experience.
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
Posted by Financial Divisions • £25K/yr to £32K/yr
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management.
Plus Excellent Benefits including Private Medical Insurance, pension and DIS.
This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.
My client is a growing Regional Construction organisation seeking an experienced Finance Controller to join the team, in an all-encompassing role.
You will have full visibility of the company's financial position and proactively manage risk.
Overseeing the company accounts, you will be hands-on, from creating monthly and annual reports and investigating variances, to managing payroll and submitting VAT returns.
Posted by The New Homes Group • £25K/yr to £50K/yr
Fast Track Mortgage Adviser Academy: (16 Month Salary Guarantee now included)
An outstanding opportunity to commence a long-term career in Financial Services becoming a full time, fully employed, home based CeMAP qualified Mortgage Adviser working for one of the UK'S leading mortgage providers, with home-based working once you have completed your first 16 weeks of office-based training.
(Home based after 16 weeks of compulsory office-based training.)