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.
Realistic first year earnings of £50k, autonomy to run your own business with a support package in place
NO monthly fees or charges
REMOTE WORKING BUT CANDIDATES MUST LIVE IN THE FOLLOWING AREAS: SOMERSET, GLOUCESTERSHIRE, CORNWALL, DEVON, DORSET, HEREFORDSHIRE, SCILLY ISLES, LEICESTERSHIRE, NORTHAMPTONSHIRE, OXFORDSHIRE, SOUTH WALES, WARWICKSHIRE, WEST MIDLANDS, WILTSHIRE, WORCESTERSHIRE, NOTTINGHAMSHIRE
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.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
These customers will be requiring all manner of mortgage & protection advice and will be from across the whole of the UK.
One of our highly successful business partners with a hugely successful track record, now seek dynamic, experienced and suitably CeMAP (or equivalent) qualified individuals to offer mortgage & protection advice to a quality lead source of potential customers.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
One of our highly successful mortgage broker partners are seeking a fully CeMAP (or equivalent) qualified Mortgage Adviser as a result of continued growth plans.
Working from your HOME BASE, you will have access to a fantastic lead source and as such you will have to be heavily focused on working through pre-qualified leads booked into your diary from a market leading estate agency introducer!
Advise on all areas of financial planning from mortgages and protection to investment and pensions.
General
A financial services organisation based in the southwest of England (but offering remote working) is currently recruiting a Financial Advisor to join their team.
Working for a business that has been established for over 25 years' and offering the chance to become self-employed in the future, this an excellent opportunity for anyone looking to further their career within this field.
My client is a leading financial organisation, engaged in the provision of independent financial advice to the retail market is looking for an experienced IFA based covering the South Devon area (Ivybridge/South Hams).
The successful applicant for the Independent Financial Adviser role will enjoy a great package with the following benefits: -
Basic Salary £50,000 and £60,000, with an OTE of £80,000