Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
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.
Are you a driven and ambitious Financial Planner looking to take your career to the next level?
Financial Planner Join a Dynamic, Growing Team in Surrey
We're offering a unique opportunity to join a leading Financial Planning firm in Surrey, where you'll step into an established client bank and have the chance to grow your portfolio in a supportive, forward-thinking environment.
My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.
Posted by Financial Divisions • £30K/yr to £35K/yr
Our client is a financial advice business who have been operating for 20 years and have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across Hampshire, Surrey, Berkshire and Wiltshire.
The minimum capital requirement for a client is £500k and the top clients have over £5m to invest.
The business has 4 Advisers and a full team of admins and paraplanners who work with c.170 HNW retirees, City professionals, families with varying levels of assets.