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 and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Customer Service AdvisorContract: PermanentSalary: £23,463Working hours: 25 - 37.5 hoursA typical shift pattern that allows for two full weekends off in a 4-week rotation.
We recognise that this working pattern may not suit everyone, and may consider an alternative working pattern where possible.To ensure we can support our customers and store colleagues, our operating hours are:
For example, week 1 you'll work 44 hours spread across 6 days, week 2 you'll work 31 hours over 4 days.
IFA Administrator Join a Dynamic Wealth Management Team!
Are you an experienced IFA Administrator looking for a new challenge in a progressive, client-focused environment?
We have an exciting opportunity for a detail-oriented professional to join a leading wealth management firm dedicated to providing bespoke financial planning solutions.
Posted by Robinson Financial Careers • £27K/yr to £35K/yr
This is a rare opportunity to join on of the UK's largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
In this role, you'll have the chance to work with existing clients while also reaching out to new ones.
In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.
Our client, a well-established Firm of Financial Planners are an independent, whole of market firm providing advice on Pensions, Investments, Family and Business Protection & Inheritance Tax Planning.
With excellent staff retention and very little need to recruit, this is a rare & exciting opportunity.
An experienced IFA Administrator is now required to join their well established, and friendly team in Nottingham.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.