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.
A fantastic opportunity has arisen with a well-established IFA practice for an ambitious individual looking to pursue career either as a Paraplanner or IFA in the future
CMA Executive are exclusively partnering an exciting high growth, market leading, rental business based in the outskirts of Reading, in their search for a dynamic CFO to assist the business with its development and expansion goals.
Reporting to the Managing Director the CFO will actively engage in all financial decisions across the business to drive efficiencies and improve operational performance.
Entrepreneurial and innovative, and entering their second round of Private Equity investment, they have plans to achieve significant growth over the next few years both organically and through M&A.
We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK.
The practice has been established for over 20 years with the head office based in West Berkshire.
The Role
General office administration duties such as filing, faxing, photocopying and answering the telephone.
I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice.
As they grow and evolve further, they are now seeking Quality Assurance/Complaints Analysts who will be responsible for handling and analysing complaints and errors identified within the Operational teams, as well as providing expert advice and lead on improvement activities by identifying technical issues and learning from areas of good practice.
As an organisation they have grown consistently over the last couple of years in terms of new business acquisitions and new business wins.
Are you experienced in maintaining fixed asset registers and looking for a new challenge?
Keen to secure a role that boasts exceptional employee culture and benefits, whilst offering the opportunity to build up the skill set of your own team?
Are you excited about the prospect of contributing to the future growth of an organisation who has recently been through an exciting period of change?