A wonderful and very successful Financial Services business is Looking to recruit an experienced, enthusiastic, and driven qualified Independent Financial Adviser to complement the existing team.
The successful candidate will be hugely skilled in Pensions and Investments on the Advisor side & confident in their ability to create new opportunities and service existing clients to assist with the firms' future development plans also.
Ideally but not essential, the successful candidate will be a Chartered Financial Planner.
Our client is a professional Central Berkshire based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region.
Following a promotion of the existing assistant to a paraplanning position, they are now hiring a Financial Planning Assistant to provide close administrative support to two of their highest performing advisors.
They also offer advice on Wills, trusts and Estate planning to help with inter-generational planning.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
Are you an experienced Mortgage Advisor looking for a self employed work from home position... with all leads provided?
You will help clients secure the best mortgage product to suit their needs, providing expert advice and guidance to clients on their mortgage options and help them navigate the mortgage application process.
As a Self employed Mortgage Broker for the company, you will handle a varied range of mortgages cases, it is important that you have a broad knowledge and in depth understanding of the UK mortgage market.
Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office.
We are currently recruiting for a Financial Planning practice based in Gerrards Cross who are looking for an experienced IFA administrator to join their team.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
This Graduate Administrator job in Gerrards Cross provides opportunity for a career minded individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business.