Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £60k 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.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Milton Keynes area.
Are you looking to start a career as a Business Consultant and need tailored recruitment support and the right qualifications to secure your career?
If you enjoy problem solving and analysing, have good admin skills and communicate well, then a career as a Business Consultant is an ideal fit for you.
A business consultant helps a business analyse problems and helps provide a business with solutions by investigating issues or areas of weakness and helps facilitate the change that is needed.
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
General
Taylors in Stony Stratford offers structured and transparent progression opportunities Competitive basic salary OTE year one £25k-£30k realistic and achievable Warm leads Industry leading training Agile and nimble IT systems
What's in it for you as our Trainee Mortgage Advisor
Full support and training provided to become CF1&CF6 qualified and achieve CAS/RMA status.
Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.
General
Taylors in Milton Keynes offers structured and transparent progression opportunities Competitive basic salary OTE year one £25,000 - £30,000 realistic and achievable Warm leads Industry leading training Agile and nimble IT systems
Posted by Financial Divisions • £23K/yr to £28K/yr
An exciting position has risen with my client who is an independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and some Protections to clients across Berkshire and Wiltshire.
Basic salary Full study support to level 4 diploma, hybrid working
The business has 3 Advisers and overall, 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.