Financial Planner - Reading, £55k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1.
Manage some client from the Managing Director and generate new business from established Lead mechanism
I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members of staff with.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
Basic Up to £75k 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.
I am working exclusively with a national client who are seeking a Financial Planner to join the business covering Reading, Maidenhead and Wokingham and surrounding areas.
The role will come with a core book of clients and a regular supply of leads.
The role will give you autonomy to manage your diary and network new clients into the business.
As Financial Planning Systems Manager you will lead our clients financial planning and forecasting processes .
This is a pivotal role, where you will be responsible for the development and maintenance of the Anaplan financial planning system, supporting the Director of Finance Operations by providing both the Executive Board and Senior Leadership team with robust financial models and analysis to aid decision making.
Wade Macdonald is currently recruiting for a Financial Planning Systems Manager for a well-known and highly successful online educational company based in Reading, Berkshire.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.