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.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
This role offers a structured pathway to becoming a successful independent financial adviser.
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
Posted by Financial Divisions • £60K/yr to £65K/yr
One of the long-standing Advisers in the firm is looking to retire shortly, so my client is looking for an experienced Financial Adviser that can take over this retiring Advisers book of business.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for an additional Financial Adviser.
This highly successful Chartered firm of Wealth Managers have grown both organically and via acquisition over the last few years.
Posted by Dynamite Recruitment Solutions Ltd • £28K/yr to £36K/yr
Dynamite Recruitment are proud to be recruiting in partnership with a Investment management firm on the recruit of an Investment Administrator to join their team.
This role will be to support customers with their enquiries regarding their investments and carry out Administration tasks to support the sales process.
Assisting the sales team with all administration tasks.
Posted by Financial Divisions • £30K/yr to £38K/yr
My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private individuals.
IFA Administrator - Godalming - Wealth Management Firm - Up to £38k full study support and benefits package
I have met the Directors and been to the offices and placed 5 staff into the business.
We are looking for a Protection Advisor who wants to spread their wings and grow, not just their income, but also their knowledge, relating to specialist areas ranging from handling complex health conditions to optimising cover across a portfolio, for a limited company.
Are you a Protection Advisor looking to develop your knowledge of specialist and complex insurance?
Perhaps you're currently working in a non-advised capacity with experience, looking to take the next step and start fully advising?
A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.