A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices with the addition of a further experienced investment administrator.
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm.
Please note this is a self-employed role.
They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
Financial Adviser - Croydon - Access to 17,000 database of potential clients - Generate new business and earn well from it (OTE £100k)
I have placed 5 staff into the business, and they are looking to expand their team with a brand-new Adviser.
A key client of mine who I have met and worked very closely with over the past 3 years are an award winning Chartered IFA business with a very ethical and values driven culture and ethos.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven 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.