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.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to the Financial Advisers and Paraplanning team.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team.
They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can demonstrate a proven track record of winning new clients.
They will provide a consistent flow of client leads across the UK with your role being focused engaging and converting clients.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee-based advice to HNW clients, this successful practice requires a professional and proactive Financial Services Administrator to provide support to the planning process.
Are you interested in developing within financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.