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 Macildowie Recruitment and Retention • £25K/yr
Customer Service Advisor
We are currently recruiting for a Customer Service Advisor on behalf of a leading technology solutions company.
This is an exciting opportunity to join a fast-growing business that prioritises exceptional customer care and innovation in all aspects of its operations.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Milton Keynes area.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
This role is best suited to those with IFA Administration experience.
Posted by Macildowie Recruitment and Retention • £35K/yr to £45K/yr
About the Client
As they embark on an exciting growth phase, they are looking for a proactive and resourceful Personal Assistant / Executive Assistant to support their senior management team.
Are you ready to take your career to new heights with a leading name in the logistics sector?
Our client, a renowned company in the industry, is celebrated for its innovative solutions and exceptional service.
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.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
This no limits approach means that we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.