Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Are You Ready to Elevate Your Financial Advisory Career
Join our dynamic and client-focused team as an Employed Financial Adviser.
This is more than just a jobit's your gateway to a rewarding and prosperous future.
You'll work directly with the Managing Director to expand the firm's client portfolio, leveraging a robust lead-generation platform developed by our Marketing Director.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Reading, these are newly created roles to boost additional headcount due to recent acquisitions.
Recruit Wealth are delighted to be representing our well known national Financial Planning client with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
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 Hays Specialist Recruitment Limited • £350/day to £400/day
The Finance & Planning Manager provides support to the business to deliver the organisation's strategic objectives, with a focus on delivery of service targets, productivity, efficiency and innovation.
Develop plans that focus on productivity, efficiency and innovation and provide input into the planning, budgeting and forecasting cycles.
The candidate will need to understand the drivers of performance, be knowledgeable about past performance versus targets, and work with management to improve performance costs effectively in the future.Main Responsibilities