Posted by Resource Matters Ltd • £55K/yr to £60K/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 £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
General
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 holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
The firm are hiring into both Personal / Private Client tax and Corporate Tax, with positions available that are both compliance or advisory focused.
We are working on a range of tax career opportunities at a leading firm, offering significant employment benefits, highly competitive pay, quick progression, hybrid working to blend work time between office and home and available in locations commutable from Newark, Grantham, Lincoln, Loughborough, Nottingham, Leicester and most areas of the East Midlands.
Different job roles are available, between Tax Semi-Senior to Tax Senior, up to Assistant Manager and Manager roles, plus Senior Manager / Director.
As an advisor you can expect to take between 40-50 calls on average per day and will be tasked with understanding the customers needs, closing the sale, building the customers basket (including services) and walking them through the full sales journey.
Inbound Sales Advisors based in Loughborough, taking calls from customers that have been on the website and looking to purchase some amazing tech !
Are you an experienced financial planning administrator, looking for a new role in a dynamic team, with hybrid working with up to 4 days from home.
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 holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
You will be responsible for gathering and maintaining client information and for implementing the recommendations in your clients' financial plans, turning them into a reality, and the administration of the ongoing service relationship to ensure they remain on track to achieve their goals.