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.
Our client is an established and reputable Independent Financial Advisor (IFA) company committed to providing expert financial guidance and support to their diverse range of clients.
Permanent Paraplanner Location: Liverpool, Salary is up to £40,000
With a strong emphasis on professionalism and integrity, our client fosters a collaborative and inclusive culture where employees are encouraged to develop their skills and thrive in a supportive environment.
This esteemed firm places emphasis on a client-first approach to financial planning.
Recruit UK is delighted to be partnering with a thriving wealth management firm based in Liverpool, presenting an opportunity for experienced paraplanners.
Posted by Acorn insurance & Financial Services LTD • £24K/yr to £28K/yr
What you will be doing
Responding to Customer Queries about their insurance policies via phone, email and webchat.
General
Through full training and continuous coaching inhouse you will be given full in-depth FCA regulated industry knowledge and have all the tools necessary to help you personally grow your career with the business and service our customers with all complex queries.