Posted by Resource Matters Ltd • £55K/yr to £90K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Basic Up to £60k Package Paraplanning Clients & Lead Generation
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
Join an award-winning Chartered Financial Planning firm that excels in holistic financial planning for clients with complex needs.
This firm is consistently recognized among the Top 100 UK financial planning firms and provides an exceptional opportunity to work in a dynamic and supportive environment.
Key Responsibilities
Process authority letters and gather financial data.
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 Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
We are seeking a meticulous and dedicated Financial Administrative Specialist to join our client's dynamic team.
In this vital role, you will be instrumental in supporting their financial planners and paraplanners by managing various administrative tasks essential for delivering top-tier financial services to their clients.
Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning.
An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham.
With excellent staff retention and very little need to recruit, this is a rare & exciting opportunity.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
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 business support to Financial Advisers, working within the agreed business objectives.