You're desperate for a new challenge but I'd be surprised if you wanted to start from scratch again, you've done that before - how nice would it be to take over a book of business and organically grow it!
The options out there are endless at the moment.
Every Broker is looking to grow and as an Account Executive you need to know that the options you're looking at are the right ones.
If you are curious and self-motivated, with experience of creating investment research for global equities, this is a great opportunity.
We are seeking to hire a Research Analyst into our Leeds-based investment team.
Our Research Analysts conduct detailed fundamental research on companies in global equity sectors within the research team, which sits within the wider investment function.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
The Company: Highly successful, regionally sized IFA firm based in Sheffield - Looking to recruit an Employed Financial Planner into a service orientated role, inheriting a full client bank to manage/oversee:
We are working with a scaling Financial Advisory firm that is looking to take on 2 Financial Advisers to service inbound leads generated from their Whitelabel products.
The firm in question is passionate about making financial planning accessible to everyone.
Before the leads are sent through to you each lead will be pre-screened by an appointment makeer to ensure that you are spending time with a potential client who needs help planning for their future.
My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.
Record all communication with member firms.
Key Responsibilities
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.
Operating across the globe they offer state of the art offices, with a number of on-site facilities.
Within easy commute from the M65, they are a business who strive on quality and actively seek to promote from within.
Based on the outskirts of Blackburn, this fast paced, highly successful group boast a number of industry awards and are one of the fastest growth business units in the UK.
Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring 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 leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor to work with a firm of local accountants.