As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.
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.
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.
Meraki Talent is working with a leading wealth management firm seeking a highly skilled Chartered Financial Adviser to join their growing team.
This is an excellent opportunity for an experienced professional who is passionate about providing tailored financial planning solutions and building long-term client relationships.
Key Responsibilities
Provide bespoke financial advice to a portfolio of high-net-worth clients, covering investments, pensions, tax planning, and estate planning.
Our client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
Associate Financial Planner
Salary: Negotiable to around £55,000 Excellent Benefits Bonus.
Posted by THE OPENWORK PARTNERSHIP • £25K/yr to £100K/yr
They are looking for multiple experienced Mortgage & Protection advisers throughout the UK to join their growing business and provide first class mortgage advice to their existing client bank
If you're already working on a self employed basis or have been looking to start self employed, this is an opportunity not to be missed.
One of our largest and most successful practices within our network are recruiting.
Holding DipPFS (or equivalent), you must be able to contribute immediately to the effectiveness of the team and will be involved with:
Due to continued growth and as part of their strategic plans, our client has an immediate requirement for an experienced Paraplanner, to work out of their Newcastle office.
Additional paraplanners will be required soon, therefore, individuals with paraplanning experience and who are close to achieving their Level 4, are encouraged to apply.