My client are a fast-growing Independent Financial Advisory firm based in Solihull.
Over the past couple of years, the firm has seen significant growth in the number of families they look after and subsequently the funds they manage, now having £140 million of Funds Under Management.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven trainee financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
This established financial planning firm based in Doncaster, part of a national Chartered IFA practice is currently seeking a trainee independent financial adviser to join its expanding team.
In this role you will take over an established client bank and be responsible for undertaking annual reviews of existing financial planning advice.
You will benefit from the support of a local administration team and also the training and technical support of being part of a larger Chartered IFA practice and working closely with the practice principal.
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.