Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
Posted by THE OPENWORK PARTNERSHIP • £20K/yr to £100K/yr
If you are a qualified Financial Advisor who prefers the flexibility of home working?
And would benefit from being passed business to help build your pipeline, including an existing client bank and referrals from a team of mortgage advisers.
Posted by Insite Public Practice Recruitment Limited • £54K/yr to £57K/yr
Top 15 Firm, St Albans
You will be part of a tight-knit team, working directly with partners and directors, providing client focused and commercially aware services in an efficient and professional manner.
The business are looking for an Assistant Tax Advisor to join their established team.
The person must have 1-2 years' experience in a Tax Advisory role and either wanting to start or currently studying ATT.
NLB Solutions are working with a forward-thinking Practice in Harpenden that are looking to grow and expand the client base and the services that they offer.
Posted by Financial Divisions • £65K/yr to £75K/yr
Employed Financial Adviser to manage existing client bank
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.