Basic Up to £75k Package Paraplanning Full client portfolio
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.
You will provide full holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing branch lead generation.
Basic £60k £5k car Allowance Flex Benefits Full client portfolio 40% Bonus & No Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
We are recruiting for a Chartered Financial Planning firm in Bedfordshire who have a requirement for someone to service an existing client bank.
Their typical client up to £500,000 of investable assets and you must have experience of providing pension and investments advice to high net worth clients.
Your primary responsibilities will be to conduct financial reviews and identify suitable opportunities for new business.
Are a highly experienced Financial Advisor in Edinburgh, seeking an employed job, working from home with quality leads provided?
You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors.
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.
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Senior Financial Services Administrator to provide support to the planning process and corporate team.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offering genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills, have an IFA support background and group risk understanding.
Excellent opportunity to join an established, well respected independent Financial Planning firm where you will be welcomed into this professional and sociable team.
As part of a Paraplanning team you will have the opportunity to gain exposure to a variety of cases acting as a point of contact for many HNW Clients.
Plus great atmosphere, wonderful team, and opportunity for career development
We have an excellent opportunity to contribute and add value in a challenging and constantly evolving area of the business; providing financial support and oversight for one of our key programmes
Dynamic (hybrid) working: 3-4 days per week on-site due to workload classification
Security Clearance: British Citizen or a Dual UK national with British citizenship