Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k 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.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
We support all of our team in their own journey both professionally and on a more personal level.
Posted by Cranleigh Personnel • £25K/yr to £30K/yr
Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment?
Our client, a Chartered and independent financial planning firm, is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner.
This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job near Reading is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.
Posted by Resource Matters Ltd • £48K/yr to £60K/yr
The Financial Planning Presenter will deliver financial education programmes to employees of corporate and public sector companies across the UK.
You will also engage with employees during the delivery of online and face-to-face seminars, webinars, webcasts and to introduce the other services of the company, including financial guidance and advice.
The successful candidate will represent the company in a helpful, friendly and professional manner with all corporate client employees, whilst supporting new business as well as existing client relationships.