Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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.
With previous experience within the Financial Services industry, and a minimum of a Level 4 Diploma PFS, this is a fantastic opportunity to provide a first-class technical and proactive support service to a team of Financial Advisers.
Excellent benefits, including a 3pm finish on Fridays
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you an experienced financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and wider team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis.
The position offers flexibility in terms of location and working hours.
Our clients have a large client bank of leads, offering generous commission splits
Posted by Cooper Lomaz Recruitment • £30K/yr to £40K/yr
They are seeking an experienced and qualified Paraplanner to join their team.
Cooper Lomaz is working with an expanding IFA based in Wymondham.
This is a key role to the business and the successful candidate must be able to provide first class technical support to the Advisers and Directors of the firm.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We specialise in placing candidates within the project sector using our career progression and placement program.