Posted by Financial Divisions • £50K/yr to £55K/yr
My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites.
Clients have varying levels of asset to invest but the top case has over £1m to invest.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VCT & EIS schemes.
Posted by Resource Matters Ltd • £50K/yr to £75K/yr
Basic Up to £75k Package Car Allowance Paraplanning Client Portfolio & Full Lead Generation
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.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Planner.
Posted by Financial Divisions • £30K/yr to £35K/yr
We are delighted to be working in partnership with one of the leading Financial Planning businesses in West Berkshire.
They are based in plush modern offices based in the rural outskirts of Newbury and are looking to recruit an experienced Financial Planning Administrator to join their hugely social team.
This role is a great opportunity to work with a well-run, professional Financial Advice business, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
Posted by PLANET RECRUITMENT SERVICES LTD • £30K/yr to £35K/yr
Our prestigous client are the leading processor and recycler of WEEE waste in the UK, through the expertise of their people and the investment in technology they promote and deliver a sustainable solution for recycling of WEEE.
Established for over 35 years they have major contracts with local authorities, utility companies and businesses alike.
With over 35 years of experience in the industry our clinet now hold a range of major contracts with local Authorities, Utility Companies, Waste management Companies and leading UK Manufactures.