Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
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.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
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?
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.
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.
Posted by Financial Divisions • £28K/yr to £34K/yr
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.
Financial Administrator - Wealth Management - Offices in Newbury - Remote Role - Lots of flexible working - perhaps 1 or 2 days in office - £28k - £34k basic salary
I have met the Directors twice and placed close to 10 staff into the business including administrators, paraplanners, advisers and compliance professionals.
Posted by Janus Financial Consultancy Ltd • £20K/yr to £25K/yr
General
We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK.
The practice has been established for over 20 years with the head office based in West Berkshire.
The Role
General office administration duties such as filing, faxing, photocopying and answering the telephone.
The business is looking to take on mortgage brokers who can bring some clients with them, but also, who are able to self-generate new business opportunities.
If you're keen to take advantage of this opportunity, the business want to help makes things a success for you and will consider financing new business activity that you wish to undertake.
This opportunity is going to appeal to mortgage brokers that are looking to work on a self-employed basis within an established Financial Advisory business.