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 Recruitment Rebellion • £35K/yr to £39K/yr
Ideally three years gained working in finance or in a financial planning firm and we will give you all the training you need so you can take your career to the next level.
Can you bring your positive attitude and willingness to learn to our workplace?
We want the best and we are willing to pay for it!
Posted by Financial Divisions • £65K/yr to £75K/yr
Employed Financial Adviser to manage existing client bank
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
As a member of the paraplanning team, you will work collaboratively with the financial planners.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
This position has become available due to the promotion of the existing member of staff to a Financial Planner role.
The firm is dedicated to providing comprehensive and personalised financial planning solutions to its clients and has a strong commitment to excellence.
An exciting opportunity has arisen for a Paraplanner to join a leading financial services firm based in Welwyn, Hertfordshire.