You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.
The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Looking to embarking on their next phase of growth, the business are seeking to recruit a Senior Financial Controller for a key role in finance.
Investigo are delighted to be supporting a well recognised, multinational brand with an outstanding reputation.
Offering a supportive, well rounded culture, they are one of the fastest growing companies of it's kind, building a strong industry reputation over many years.