Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
Currently sourcing a lovely role linked to the Reading area with a wonderful company who are sourcing a skilled IFA FINANCIAL SERVICES ADMINISTRATOR ROLE.
You must have great knowledge linked to the pensions and investments and confident in supporting the Administration linked to the Clients by supporting the IFA Advisers in the company as the Administrator and the Paraplanner on the Administration.
The role requires the skills linked to have done ideally more in a role within a company in an absolutely minimum of 2 years skills.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
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.
Currently sourcing a lovely role linked to the Reading area with a wonderful company who are sourcing a skilled IFA FINANCIAL SERVICES ADMINISTRATOR ROLE.
You must have great knowledge linked to the pensions and investments and confident in supporting the Administration linked to the Clients by supporting the IFA Advisers in the company as the Administrator and the Paraplanner on the Administration.
The role requires the skills linked to have done ideally more in a role within a company in an absolutely minimum of 2 years skills.