Posted by Austyn Smith Associates Limited • £60K/yr to £80K/yr
Are you an experienced financial adviser ready to elevate your career in a supportive and professional environment?
Austyn Smith Associates Ltd, are an award-winning independent financial advisory firm, offering a fantastic opportunity to take control of your career.
Offering responsibility for servicing and developing both new and established clients, we offer the opportunity to work closely with our founder as the number two, assuming more day-to-day management responsibilities and assisting in growing the business further.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k 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.
Join a team where your expertise shapes the future of financial advice.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning?
We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions.
Posted by Austyn Smith Associates Limited • £27K/yr to £32K/yr
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Are you a team player who can multitask and help us coordinate and develop our office support?
Are you looking for a challenging role that allows you to take ownership of your workload?
This is an exceptional opportunity to join a reputable firm who believe in putting the client experience and outstanding service at the forefront of our proposition, they are looking for a techsavvy and hard-working administrator, who wants to learn and develop in a financial services environment.
Fantastic opportunity to building a career in Wealth Management with the support of a close-knit team in well established financial planning firm.
Duties for this role after training
Issue signed letters of authority (LOA) and transfer of agency (TOA) to providers and obtain standard policy information.
The Directors of this directly authorised mortgage brokerage are keen to grow their team by recruiting Mortgage & Protection Advisors and Protection Specialist Advisors capable of writing in excess of £40,000 gross income pa (no cap!
This home based Protection Advisor job is with a directly authorised firm who are happy to consider Advisors who have struggled to be authorised by other networks
You will receive tiered commission splits on self-generated business.