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.
Exciting opportunity for a Financial Advisor to join one of UK's leading Wealth Management and Financial Advisory specialists based in Glasgow area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
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.
Our client, one of the UK's largest financial advisory firms, is looking for trainee advisers to join the business; Working predominantly within wealth management, the firm have bases all over the country that are eager to find driven, engaging, and ambitious professionals who wish to begin a career as a financial adviser.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, it is highly important to the firm that their trainee advisers possess honesty, loyalty, integrity, and an excellent work ethic.
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £75k Package Paraplanning Full client portfolio
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.