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.
My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion.
Plus Bonus, Pension, Study, career development
Job highlights
Business has been in operation for over 2 decades across wealth and mortgage matters.
Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry?
Exciting Opportunity: Paraplanning Team Manager at growing IFA firm
A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of operations in developing the process so they can achieve double digit growth over the next 24 months.
Undertake allocated supporting CF / TS tasks within supervision.
General
We have partnered with a mid-market boutique located in Thames Valley in their search for an entrepreneurial and ambitious Transaction Services Executive to operate within their Corporate Finance team.
As a Transaction Services Executive you will be responsible for preparation and delivery of FDD reports.
Financial Controller £65,000 - £75,000 plus Bonus.
Wade Macdonald is currently recruiting for a Financial Controller for a rapidly growing £50million t/o Software business based near reading, Berkshire.
Our client is part of a well known and highly respected global software giant.