Posted by AFH Wealth Management • £50K/yr to £75K/yr
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
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.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
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 Financial Divisions • £28K/yr to £34K/yr
Financial Administrator - Wealth Management - Offices in Newbury - Remote Role - Lots of flexible working - perhaps 1 or 2 days in office - £28k - £34k basic salary
My client is a Chartered boutique wealth planning business with offices across the Southeast who have been operating for many years with significant financial backing.
I have met the Directors twice and placed close to 10 staff into the business including administrators, paraplanners, advisers and compliance professionals.
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor near Newbury, seeking an employed job, based from home with quality leads and existing clients provided?
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.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Posted by CMA Recruitment Group • £70K/yr to £80K/yr
CMA Recruitment Group is partnering with a dynamic SME in Newbury to recruit an accomplished Financial Controller.
Day to day responsibilities will include management of all budgets/reforecast, monthly MI and commercial analysis as well as all external audits and statutory reporting.
This key role is integral to the company's ongoing growth, offering a unique opportunity to work closely with the CFO and senior leadership team in shaping the strategic direction of the business