The successful candidate will be servicing an existing client bank, however, candidates can have funds under management already.
Our clients, a highly successful, award-winning Financial Planners, are looking to add to their team with a qualified Financial Advisor specialising in Wealth Management.
Our clients are fully independent and offer whole of market advice in a variety of services.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
Paraplanner - Route to becoming Financial Advisor Option for Hybrid Working
My client is a well-established Independent Financial Advice firm with offices based in Ascot.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across Berkshire and Thames Valley region.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
General
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.