Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Preparing meeting packs and client engagement letters for new clients
Acting as a first point of contact for clients and product providers
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 with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Financial Divisions • £28K/yr to £34K/yr
We are recruiting for a Financial Administrator to join a highly reputable, chartered wealth planning firm with offices across the Southeast.
This boutique business, backed by significant financial support, provides whole-of-market advice to a diverse client base including City professionals, business owners, families, retirees, and high-net-worth individuals with assets exceeding £2 million.
The firm has a close-knit team of around 20 staff, including 5 advisers and a dedicated administrative and paraplanning team that works collaboratively to ensure a smooth advice process.
Posted by Service Care Solutions - Legal • £439.94/day to £500/day
Candidate Criteria
CCAB/CIMA Qualified Accountant or Equivalent.
General
The role will also coordinate financial monitoring and reporting processes across the Council ensuring regular reporting to the council's leadership, improving current processes and ensuring that they are fit for purpose and provide information that aligns financial and service delivery, providing insights to decision-makers, working closely with Finance Business Partners, and coordinating processes for development of financial mitigations.
The key aim is delivery of longer-term financial sustainability in a complex and financially challenged authority.
Posted by Resource Matters Ltd • £48K/yr to £60K/yr
The Financial Planning Presenter will deliver financial education programmes to employees of corporate and public sector companies across the UK.
You will also engage with employees during the delivery of online and face-to-face seminars, webinars, webcasts and to introduce the other services of the company, including financial guidance and advice.
The successful candidate will represent the company in a helpful, friendly and professional manner with all corporate client employees, whilst supporting new business as well as existing client relationships.