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.
Focusing on growth employment sectors to identify new opportunities, and ensure we understand, and can adapt to changing market demands.
To identify, and develop strategic relationships with regional/key employer partners and organisations, and establish and grow a pipeline of sustainable employment opportunities within the region.
Working in a collaborative manner with both external partners and internal colleagues to minimise duplication of effort, and ensure personal, team and business targets/objectives are met.