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 an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?
We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding independent financial planning organisation, currently seeking a talented Paraplanner to join their team in Fareham.
About the Role
As a Paraplanner, you will be an integral part of a growing team, working closely with a highly successful group of Financial Planners and their clients.
Mbf are working with a privately owned Independent Financial Planning & Investment Management organisation.
The business has offices across the South/South West & London, they are a well-established and reputable company that have grown progressively over the past few years.
We are seeking a talented and ambitious Paraplanner Team Leader to join the team and play a pivotal role in helping to lead the paraplanning function.
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.
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.
Posted by SNG Formerly Sovereign Housing Association • £30K/yr to £35K/yr
As part of SNG's commitment to build Thriving Communities, our brand-new DebtAdviceService sits alongside an array of othersupport services including Employment, Energy, Job Coaching, Money Coaching and Money and Debtadvice.
We're pleased to have an opportunity to join our brand-new DebtAdvice Team on a full-time permanent basis.
You'll have the opportunity to join a business that puts customers at the heart of all we do and shape one of the largest programmes being delivered to support people through the cost-of-living crisis.