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.
You'll have the opportunity to deliver high-quality, tailored wealth management services.
Benefits include 26 days of annual leave, flexible working, a contributory pension scheme, private healthcare, extensive learning and development opportunities, career coaching, and a comprehensive employee assistance program.
Enjoy a supportive work environment that values your hard work and offers opportunities for personal growth, career development, and recognition.
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
In addition, they regularly provide cashflow modelling to their clients.
We are currently recruiting for a Paraplanner that has circa 1 years plus experience in a similar role, for a long-standing Tyne and Wear based client.
They have provided straightforward independent financial advice for many years in the Tyne and Wear area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.