Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k 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.
We support all of our team in their own journey both professionally and on a more personal level.
About Us, Our Clients and Our People
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
About Us, Our Clients and Our People
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
We support all of our team in their own journey both professionally and on a more personal level.
About Us, Our Clients and Our People
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
Posted by McGinnis Loy Associates Ltd • £40K/yr to £55K/yr
Personal Tax Senior / Private Client Tax Senior - SUPERB ROLE
McGinnis Loy Associates is proud to be working with a growing independent Accountancy Practice who are looking for a Personal Tax Senior / Private Client Tax Senior to join their Tax team in Central Reading.
Reporting to the Personal Tax Manager, the role would ideally suit an ATT or CTA Qualified tax professional, or someone Qualified By Experience.
This Mortgage Adviser job has full autonomy for you to manage your own diary and balance your work and family life.
Are you looking to join a network that puts the results of their Mortgage Advisers first by ensuring they have all the tools available to succeed?
This financial services network has built an excellent team of 50 Financial Advisers and Mortgage Advisers by ensuring everything they do is in the interests of their Advisers.
The business is looking to take on mortgage brokers who can bring some clients with them, but also, who are able to self-generate new business opportunities.
This opportunity is going to appeal to mortgage brokers that are looking to work on a self-employed basis within an established Financial Advisory business.
If you're keen to take advantage of this opportunity, the business want to help makes things a success for you and will consider financing new business activity that you wish to undertake.