Posted by Financial Divisions • £30K/yr to £35K/yr
We are delighted to be working in partnership with one of the leading Financial Planning businesses in West Berkshire.
This role is a great opportunity to work with a well-run, professional Financial Advice business, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
They are based in plush modern offices based in the rural outskirts of Newbury and are looking to recruit an experienced Financial Planning Administrator to join their hugely social team.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Financial Divisions • £50K/yr to £55K/yr
My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
Clients have varying levels of asset to invest but the top case has over £1m to invest.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.
Positive Employment is currently recruiting for an Insurance Manager for our client local government organisation based in West Berkshire.
The successful candidate will lead and manage the Insurance Team and develop and promote a strategic, long term, approach to the management of Insurance appropriate for the organisation.
This is a 3 month starting contract with the possibility to extend.