Posted by Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Their mantra is 'enriching lives and futures' stemming from their ethos of keeping their client's financial wellbeing at the heart of everything they do.
Above all they know that the relationships they build with their clients today is what sets them apart tomorrow.
A Financial Planning firm located in Crawley are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a Trainee Paraplanner to join their team in Horsham.
Main Duties and Responsibilities
To promote and always work towards delivery of Client Best Interest outcomes.
To ensure adherence at all times to the principles of data protection and to the OPGL policies on such matters.
Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team in Horsham.
Remote work is also available, with occasional visits to the Horsham office.
Main Duties and Responsibilities
To promote and always work towards our policy of delivery of Client Best Interest outcomes.
Posted by Premier Jobs UK Limited • £55K/yr to £62K/yr
Our client is seeking an experienced, proactive Financial Adviser (ideally Chartered) to join their team on an employed basis and takeover the servicing of some existing clients and grow their client book
The company's objective is to support you to be busy and help you flourish.
You will be provided with a client portfolio of £25m FuM and a regular flow of appointments booked in your diary.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.