Posted by Pavilion Recruitment Solutions • £50K/yr to £75K/yr
Job Overview
As a Financial Planner, you will provide expert financial advice to clients, helping them achieve their financial goals and ensuring their long-term financial security.
You will be responsible for understanding clients' financial needs, creating tailored financial plans, and recommending appropriate financial products.
General
Position Type: Full-Time/Permanent - Employed and Self Employed opportunities available
An independent Wealth Management firm is looking to take on Self Employed Advisers from across the UK and is able to provide whole of market access to Investments, Pensions and Mortgages.
The team thrive on providing a relationship-based service to investors looking for a reliable, personal approach to financial planning.
It is fundamental to their philosophy to be accessible and approachable to all their clients with the same high level of service.
Our client holds an excellent reputation within the industry and provides Independent Wealth Management advice to both private clients and business owners.
Due to internal progression, an exciting, and newly created opportunity is now available to join their client services team as an IFA Administrator
NJR Recruitment is pleased to be representing a highly regarded Wealth Management organisation that is based in the Eastleigh area.
Our client is a successful IFA business and they are currently looking for an experienced Paraplanner to join their team working mainly in a Remote capacity
Thsi is a successful IFA fim with around 100 employees
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.