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 Premier Jobs UK Limited • £60K/yr to £100K/yr
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
My client is currently looking for a Personal Assistant based in Coventry.
The primary role for this position is to provide secretarial and administrative support.
We are looking for someone who demonstrates excellent customer service skills, along with extensive knowledge of the organisational aims and objectives.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Posted by Antony James Recruitment Ltd • £25K/yr to £30K/yr
I have an opportunity for an experienced Personal Assistant to join my client's team, hybrid working is available among many other benefits.
Daily duties as personal assistant will vary but will include and not be limited to - administrative tasks, diary management, booking and arranging travel, personal errands, flexibly providing support to director and management, liaising externally, dealing with invoicing, and more.
Salaries of £25000 per annum and upwards depending on experience.