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.
Posted by Pavilion Recruitment Solutions • £45K/yr to £50K/yr
My client is a Chartered Independent Financial Planning firm who specialises in providing bespoke face to face financial planning solutions to their HNW client base.
Offering a great representation, hybrid working, benefits and support to grow within.
My name is Eric, I specialise in recruiting within the Regulated Wealth Management market here at Pavilion Recruitment.
Posted by Artemis Recruitment Consultants Ltd • £28K/yr to £32K/yr
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
We are seeking a client services administrator to join a well-established financial services firm based near to Bath.
Joining the client services team, you will be given full training to understand how the firm works and the ongoing requirements of its client bank.