Whether you are experienced, new to financial services or a recent graduate, you can take your career to the next level with us with full support and training.
Excellent opportunity to take on a newly created role in a growing local company.
Basic Up to £75k Package Paraplanning Full client portfolio
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.
Job Overview: Provide comprehensive financial planning support to advisers, para planners, and the practice to ensure clients receive high-quality financial advice.
Opportunities for career progression to Para planner or Senior Administrator roles.
Manage and process all aspects of pre-sale and post-sale administration efficiently.