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 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 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 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 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 Rapid Recruitment Services Ltd • £24K/yr to £26K/yr
Here's what you'll be doing:
In this role, you'll play an essential part in ensuring seamless client interactions and supporting our wealth management team by handling various administrative and service-oriented tasks.
We are excited to be partnering with a leading wealth management firm to find a dedicated Client Service Administrator.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner.
As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are offering up to 4 days a week working from home, with one day each week working from their London office.
Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners.
A market leading Investments Managers continues to grow their Wealth Planning offering and now requires an additional, experienced Paraplanner to join their fast growing team.
My client can offer a route into an advisory role although would need to comfortable working in a paraplanning capacity of two years.
Reporting to the Head of Wealth Planning, the Paraplanner is responsible for administration of the financial advisory offering.
We are seeking a highly skilled and motivated Planning Manager to play a pivotal role in the accurate and timely provision of student number data across the university.
This role is central to supporting academic and operational planning functions, enabling data-driven decision-making throughout the full student life cycle, from applications to enrolment and beyond.