Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; 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.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
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.
Supporting a lovely company for FINANCIAL ADVISOR IN CAMBRIDGE.
Who Reports to the Head of Financial Planning / Director in Charge of Financial Planning Location: The job holder is based at the office close and after around 6 months you may be allowed 2 remote days but also other steps to link to in the business and Clients support.
Posted by Capio Recruitment Financial Planning • £45K/yr to £70K/yr
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are Cambridge-based and specialises in providing a tailored solution to their clientele across a range of advice areas.
They are looking for a personable and enthusiastic individual to join the advisory team to provide tailored financial advice across a range of advice areas.
They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.
During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business.
The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments.
If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum.
Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
A Chartered Financial Planning firm offering a comprehensive financial advice service including, Pensions, Investment, IHT and Discretionary Investment Management services are on the lookout for an experienced Paraplanner to join their growing team.
The role would include paraplanning across a range of cases and being involved with the clients, managing and developing relationships whilst working closely with the firm's financial planners.
They pride themselves on their technical, professional service which is tailored to each client's needs.