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 TIME Appointments Ltd • £25K/yr to £30K/yr
Key Duties
Liaise with the Wealth Planning Administrators and Wealth Planners to ensure all information for report production is obtained in a timely manner.
General
We are proud to be working on behalf of a prestigious Financial Services company based in Ipswich, who are currently looking for an experienced Paraplanner to join their team.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Posted by TIME Appointments Ltd • £20K/yr to £25K/yr
General
The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team.
Time Appointments are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich.
Key Duties
Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails.
We have a fantastic vacancy for a Financial Administrator to join our Client in Ipswich.
You will act as the point of contact for client queries with regards to pensions, investments and protection as well as liaising with product providers and covering all aspects within the general office administration to ensure a first-class service is provided to internal and external parties.
This is an integral and varied role and your experience in providing high quality administrative support will be invaluable to the whole team.
We are delighted to be recruiting on behalf of our client, an exciting and expanding firm of Independent Financial Planners based in East Anglia region.
Our client has experienced impressive organic growth over the past few years.
They are now seeking a talented and motivated IFA Administrator to join their team.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Our client, a rapidly growing independent firm with coverage across the South of the UK, is seeking an experienced and driven estate planner to join their team.
In this role, you'll benefit from a strong flow of pre-qualified leads provided by the company's IFA team, allowing you to focus on delivering top-notch service and building client relationships.
Known for its supportive and collaborative culture, this company is also expanding through regular business acquisitions, making it an exciting place for career growth.