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 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.
Migrant Help are hosting an exciting and unique opportunity to recruit a Client Adviser.
This is a home-based role.
You will be joining our Central Adviser Hub on a full-time, 12-month fixed term and in return you will receive a competitive salary of £28,639 per annum increasing to £32,612 per annum following successful completion of a 6 months probation period.
As a result of continued success and growth, the firm can provide the successful individual with a regular flow of client leads as-well as back-office support and continued professional development opportunities; Therefore, it is imperative that the successful individual will be a professional and client-centred adviser who always strives to provide the highest level of service possible.
Our client, a well-established and successful independent financial planning firm, are looking for a charismatic and driven financial planner to join their team; Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
The business truly believes there has never been a greater need for financial advice, to develop financial plans to achieve client goals for their families and themselves.
Recruit Wealth are delighted to be representing our national Financial Planning client once again with offices throughout the UK.
They are now a leading, prominent national advice and wealth management name delivering holistic advice with market-leading investment solutions.
Posted by Robinson Financial Careers • £26K/yr to £38K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by Financial Divisions • £95K/yr to £100K/yr
Are you a qualified Financial Advisor looking to elevate your career?
My client, a Principal Partner Practice of St. James's Place Wealth Management, is seeking experienced Financial Advisors to join their expanding team.
Posted by The Workplace Consultancy • £25K/yr to £30K/yr
General
My client is one of the south east's leading professional services companies .
The have a role for a Personal Assistant & Team Coordinator to join their expanding Firm in Canterbury, reporting to 3 Partners.
The Role
This role is essential in ensuring the smooth operation of daily activities and client management, providing administrative support and coordinating with teams and clients.