Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.
This advisory role (newly created) is located out of their Leeds offices and wider West Yorkshire areas (one of 42 national hubs and still acquiring) servicing existing clients as well as building on new client activity.
Join an exciting journey with a pioneering start-up business as their Finance Manager playing a pivotal role in establishing and enhancing financial processes, controls, and systems and overseeing / developing the finance function.
This diverse position offers a unique opportunity to contribute to the growth of a purpose-led organisation from the outset committed to making a positive impact.
Assist in the development and execution of strategic financial plans.
General
I am delighted to be partnering with a household name in the Financial Services Industry who have a large market share and are award winning for their performance and modern ways of working.
They have a large team and presence in Leeds and across the UK and continue to grow their high performing team.
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.