My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
This role offers home based / remote working with access to office locations if preferred.
Are you a data-driven leader with a passion for forecasting and portfolio performance?Do you have experience leading a team to deliver accurate and insightful analysis and reporting for household customers in the water or utility sector?
In this role, you will accurately forecast revenue, billing, cash, and debt for household customers and report portfolio performance.
If so, we have an exciting opportunity for you to join our Income department as a Senior Income Assurance Manager.
To undertake prompt, accurate and timely sales administrative support as part of a team and also specifically to support the International Sales Manager to ensure excellent service levels and opportunities for sales and brand expansion
Your new role
Order Processing.
Code and input all customer orders accurately onto our computer system and liaise with Shipping and Warehouse to ensure follow through in line with customer expectations.
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.
You will be working with our clients existing team supporting, managing & delivering on a wide range of energy and technical management services, sustainability and Net Zero advice, delivering real cost and carbon reduction benefits across all buildings and sectors.
NSB Recruitment have a fantastic opportunity for an ambitious Senior Controls/ BMS specialist to play a key role within this award-winning, data-led, energy management and technical engineering consultancy.
This role oversees and optimises the company's building technologies/ Controls division.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k 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.