Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k 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.
Posted by Financial Divisions • £28K/yr to £34K/yr
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.
Chartered IFA Firm
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
Flexible working 1 day in the office per week following training.
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 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.