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.
The business is looking to take on mortgage brokers who can bring some clients with them, but also, who are able to self-generate new business opportunities.
If you're keen to take advantage of this opportunity, the business want to help makes things a success for you and will consider financing new business activity that you wish to undertake.
This opportunity is going to appeal to mortgage brokers that are looking to work on a self-employed basis within an established Financial Advisory business.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.