Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k 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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Premier Jobs UK Limited • £40K/yr to £75K/yr
Are you an experienced Financial Advisor near Newbury / Andover / Basingstoke, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
Posted by Financial Divisions • £28K/yr to £34K/yr
Chartered IFA Firm
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
Flexible working 1 day in the office per week following training.
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.