My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an 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.
This role offers home based / remote working with access to office locations if preferred.
Working in a friendly and busy Finance time you will assist with the following duties:.
General
Cash Flow projection support - Vendor payout analysis.
Thrive Group are delighted to be working with our company based in Swindon who are actively looking to recruit a Finance Assistant to join the team on a temporary basis.
My client is a well-known Wealth management firm in Badbury and seek to grow their back-office support team and are looking to recruit a Client Service Specilaist.
Full time/permanent position
The CSS will provide a full and high level of administrative support to Advisers whilst maintaining an excellent level of customer service to all clients.
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.
Basic Up to £75k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
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.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
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.