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 Financial Divisions • £75K/yr to £90K/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.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
Posted by Financial Divisions • £35K/yr to £45K/yr
Senior Financial Administrator - Working closely with Chartered Advisers - IFA Firm - Near Kingston (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.
Posted by Financial Divisions • £35K/yr to £45K/yr
Senior Financial Administrator - Working closely with Chartered Advisers - IFA Firm - Near Kingston (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.
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 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.
Posted by Financial Divisions • £35K/yr to £45K/yr
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.
They have a truly holistic approach to their advice offering and they get to know their clients (who are all local people) really well and on both a professional and personal level and get involved in local community events.
I have worked closely with the hiring managers over the past 12 months and seen them grow their business organically via recommendation and referral.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.