Reporting directly to the Financial Services Office Manager, with the role of providing both clerical and administrative support to ensure the smooth running of the business.
Our client is a successful, multi-site company based in Leamington Spa, specialising in the financial planning sector.
They are now looking to acquire the services of a hard-working
Are you an experienced financial adviser seeking your next career move?
Our client is a well-established financial advisory business in the Leamington Spa area, committed to prioritizing their clients' needs above all else.
Basic Up to £75k 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.
We are recruiting for one of our partnership business who are looking for a Financial Advice Administrator to join their offices based in Leamington Spa.
This is a well-established family run business that has a caring and friendly approach to both their clients and staff.
The small but strong team works in unison with our personalities as well our individual skills.
You will be joining a Client-Centric IFA firm that is dedicated to providing personalised solutions that align with each client's unique financial dreams.
A leading financial services firm is on the hunt for an exceptional IFA Administrator to their growing support team.
The salary for an Administrator within the support team is up to £30,000 and offers hybrid working.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
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.
At AFH, as we grow, we're looking for like-minded financial advisers to join us supporting clients across the West Midlands.
A leading Wealth Management Company are looking to recruit an experienced individual who enjoys working with Financial Services and would relish working in a friendly supportive office environment.
Leamington Spa - £open depending on experience.
The company who are part of a larger group have a positive office culture which encourages personal development, initiatives to ensure good work / life balance and a profit share scheme.