Posted by Pavilion Recruitment Solutions • £50K/yr to £60K/yr
As an Employed Financial Adviser, your day-to-day responsibilities will include
Investment and Wealth Management: Advise clients on investment strategies, asset allocation, retirement planning, tax strategies, and wealth protection.
Provide tailored financial advice that aligns with clients' financial goals, values, and objectives.
Client Relationship Management: Develop and maintain strong relationships with an established book of high-net-worth individuals, families, and institutions.
Posted by Resource Matters Ltd • £45K/yr to £90K/yr
Basic to £55k Package Paraplanning Full client portfolio with on-going advice fees, £90k OTE
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 prestigeous IFA firm to recruit an experienced Financial Planner.
Posted by Resource Matters Ltd • £45K/yr to £90K/yr
Basic to £55k Package Paraplanning Full client portfolio with on-going advice fees, £90k OTE
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 prestigeous IFA firm to recruit an experienced Financial Planner.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support.
You will speak with prospective clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
If you're a qualified and client-focused Financial Planner ready to take the next step in your career, this is a unique opportunity to join a long-standing, independently owned firm.
The Partners are looking to hire a Financial Planner to look after an existing portfolio of HNW clients with typically over £500,000 AUM.
Join One of the UK's Most Respected Financial Planning Firms Chartered, Award-Winning, and Built Around People.