In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
Due to the nature of the role, you will receive a high volume of clients straight away.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Paraplanner you will support the delivery of the financial planning and advice process to clients by providing technical research, analysis and report writing services to Financial Advisers.
This is a perfect opportunity to join an independent Wealth Management firm who are growing through acquisitions and are looking for a Paraplanner to grow with them.
They will support your personal development, pay bonuses up to 15% of your salary and have a whole range of additional benefits, including REMOTE WORKING.