They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial planning administration role.
Meraki Talent is working with an established financial planning/wealth management firm located in Glasgow.
As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
Our client is looking for like-minded financial advisers to join them.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
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.
My client is one of Scotland's most well-known Independent Financial Adviser firm's and they are looking for a Financial Adviser Administrator to provide support to a team of Chartered Financial Advisers in their Glasgow office.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.
The organisation help people with a wide variety of support needs including (but not limited to), people with learning disabilities, physical and mental ill-health, addiction issues and homelessness.
This organisation provides care and developmental support to a large variety of individuals of all ages in their own homes or in our homeless accommodations.