Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser, you will come into an established group of clients, and working with the managing director as they consistently develop business going forward.
Are you an experienced Financial Planner, looking for an employed role with an enviable client bank provided?
This role would suit a (preferably) chartered individual, committed to lifestyle financial planning and looking to build a career in a progressive boutique financial planning firm.
Our client is a growing wealth management firm who are looking for an experienced Independent Financial Adviser to join the team.
The role will involve taking responsibility for the following
Provide fully holistic independent whole of market advice to customers.
Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice.
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand
They are currently looking for an experienced level 4 Diploma qualified Paraplanner to join the team
This role is based in Wolverhampton therefore we are looking for some within a commutable distance to the office, however the client will allow 2 days working from home if required
They are currently looking for an experienced Financial Services Paraplanner to join the team
Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand
This role is office based in Wolverhampton therefore we are looking for someone within a commutable distance to the office, however they will allow 2 days from home
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
Our clients are a well-established independent firm.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.