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.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
We support all of our team in their own journey both professionally and on a more personal level.
This opportunity is going to appeal to mortgage brokers that are looking to work on a self-employed basis within an established Financial Advisory business.
The business is looking to take on mortgage brokers who can bring some clients with them, but also, who are able to self-generate new business opportunities.
If you're keen to take advantage of this opportunity, the business want to help makes things a success for you and will consider financing new business activity that you wish to undertake.
Posted by PRIMIS Mortgage Network • £80K/yr to £100K/yr
Mortgage Advisor - Reading and surrounds
PRIMIS Mortgage Network are seeking an experienced CAS status Mortgage Advisor to join an ELITE Primis Mortgage Network partner firm to join their Mortgage Advisory operation as a Mortgage and Protection advisor supporting a brilliant local estate agency group with multiple locations to include Henley, Reading and Abingdon.
The partner firm contracted to support the David Tate Estate Agency group are the largest Mortgage and Protection partner businesses within the vast PRIMIS Mortgage Network and a business we are proud to be in partnership with.
As you advance in your career and consistently achieve excellent customer outcomes while meeting your KPIs, you'll have the chance to be promoted to Senior Mortgage Advisor and beyond.
We are excited to offer an exceptional opportunity to join a leading mortgage provider, where you can enjoy the flexibility of working from home with adaptable hours!
Starting with a guaranteed minimum salary of up to £50,000 for the first 12 months, you'll have the potential to increase your earnings year after year.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
Are you looking to join a network that puts the results of their Mortgage Advisers first by ensuring they have all the tools available to succeed?
This financial services network has built an excellent team of 50 Financial Advisers and Mortgage Advisers by ensuring everything they do is in the interests of their Advisers.
This Mortgage Adviser job has full autonomy for you to manage your own diary and balance your work and family life.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job near Reading is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.
Posted by Cranleigh Personnel • £25K/yr to £30K/yr
Our client, a Chartered and independent financial planning firm, is offering an exceptional opportunity for ambitious individuals to begin their journey as a Trainee Financial Planner.
Are you a driven graduate eager to build a successful career in financial services?Or perhaps you are early on in your financial planning career and looking for a company that not only offers clear career progression but also provides a supportive, goal-oriented environment?
This role is perfect for someone who is ready to immerse themselves in the world of holistic financial planning, with the full backing of a company passionate about nurturing future talent.