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.
Our client are looking for a charismatic and driven financial planner to join their team.
The firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided.
Key Responsibilities
You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Are you an experienced Financial Planner looking for an exciting new opportunity to advance your career?
Join our thriving, forward-thinking firm in Birmingham, where you'll be part of a culture-centric business that prioritizes career progression, development, and outstanding client service.
Posted by IDEX Consulting Ltd • £45K/yr to £55K/yr
An expanding boutique financial planning business with an opportunity for an Associate Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
An established, multi-office Wealth Management firm with offices across the UK, is seeking a Financial Planning Administrator to join their team, supporting Financial Planners and Office Managers.
Do you have a strong eye for detail, a knack for organization, and a commitment to delivering exceptional client service?