Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Clients & Lead Generation
Due to considerable growth and expansion plans this large Accountancy firm are looking to recruit a Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division.
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.
Posted by Elite Recruitment Limited • £75K/yr to £100K/yr
With a strong focus on personalized service and customized financial strategies, they are dedicated to helping clients achieve their economic ambitions.
Are you looking for a competitive and flexible hybrid role with a distinguished financial services firm in Bristol?
Celebrated for its unwavering commitment to providing outstanding financial planning solutions for high-net-worth individuals (HNW) and long-term private clients.
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.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
They are currently seeking an experienced Paraplanner / Trainee Financial Adviser to join their team.
Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals.
The firm has seen significant growth in recent years, driven both by organic expansion and strategic acquisitions.
To build and develop trusted relationships with all historical and potential clients, servicing an existing client bank of profitable households the maximum number to be agreed by your Managing Director.
Basic salary between £75,000 and £90,000 - Bonus, electric car, and full corporate benefits including: Private medical insurance, Group Income Protection, Life Assurance, Cost Saving & Discount Schemes and Employee Wellbeing Benefits.
Ideally Bristol based if possible, but would look at people across the Severn Bridges into South Wales.
Posted by Financial Divisions • £40K/yr to £45K/yr
We are actively looking to recruit an experienced wealth planning paraplanner for one of our clients based in Bristol.
We have worked with this firm for nearly a decade and we have we have seen them grow both organically and via the acquisition of local financial planning businesses.
During that that time and have placed a significant number of people with them.
Reed Financial Services are proud to represent a national IFA firm, in looking to recruit a Financial Planner to deliver excellent financial planning, advice, and service to clients via a desk-based service model.
This is a golden opportunity to progress your career in Financial Planning working for a well-established firm offering a great support network and employee benefits.
The role is fully remote, but quarterly travel to Bristol for team meetings is required.