A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
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.
This is a growing financial planning practice which specialise in offering tailored Financial Advice to both private individuals and corporate clients.
General
They have achieved Chartered status and pride themselves on offering a bespoke serviced to their varied clients, understanding that everyone will have a different set of requirements.
Our client has gone through an impressive period of growth throughout the last years whilst maintaining their strong reputation within the industry.
Our client is a successful, multi-site company based in Leamington Spa, specialising in the financial planning sector.
Reporting directly to the Financial Services Office Manager, with the role of providing both clerical and administrative support to ensure the smooth running of the business.
They are now looking to acquire the services of a hard-working
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
Are you a highly experienced Financial Advisor in Warwickshire, 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.
NJR are currently working with a market leading Firm of Independent Financial Planners who have strong name and reputation within the market.
Due to a result of their ongoing growth and success they have two excellent openings available for 'Financial Planning Administrators' to join their office in Warwick.