Posted by Financial Divisions • £75K/yr to £100K/yr
A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
Senior Financial Adviser - £75k - £100k basic salary plus bonus and benefits package - manage existing clients - Surrey based Chartered IFA
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
Posted by Resource Matters Ltd • £65K/yr to £75K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
Basic Up to £75k Package Paraplanning Clients with on-going advice fees people management - OTE £100k
Posted by Resource Matters Ltd • £55K/yr to £90K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
Basic Up to £60k Package Paraplanning Clients & Lead Generation
Posted by Financial Divisions • £35K/yr to £45K/yr
Senior Financial Administrator - Working on a 1-2-1 basis with a Chartered Adviser - Chartered IFA Firm - Near Kingston/Teddington (Surrey) - £35k - £45k - mix of office based and WFH
My client is a Chartered boutique Independent Financial Advice firm with a presence across the Surrey area whom I have placed 2 staff within the past year.
I have worked closely with the hiring managers over the past 12 months and seen them grow their business organically via recommendation and referral.
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.