Salary: Negotiable to around £55,000 Excellent Benefits Bonus.
Location: Newcastle.
General
Our client are one of the leading wealth management and professional services groups in the UK, with experience helping generations of individuals and businesses with tailored financial solutions.
Posted by Broster Buchanan Ltd • £28K/yr to £30K/yr
You can expect to be involved in a broad range of tasks which might include bank reconciliations, processing of outgoing electronic payments, preparation of trust accounts and tax returns for review, dealing with the day to day affairs of your client portfolio, ensuring that engagement letters are in place for clients, and that fees are agreed and billed accordingly.
Reporting to a Trust Accounts Manager, you will provide general support to other members of the team.
You'll also assist other members of the team in the overall management of client affairs.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients.
As part of their succession planning, our Client in the North East of England, is looking to appoint 2 additional Financial Advisers.
The business has a family feel, an excellent reputation and truly values employees.
General
This is an exceptional opportunity, as the roles will be on an employed basis with clients provided (circa 150), along with full administration and paraplanning support, to allow you to focus on your clients.