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.
Basic Up to £65k Package Paraplanning Full client portfolio with £150k on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator.
This position is a permanent and the client is looking for an ambitious individual with a progressive attitude.
Office Flexibility: Working from Home availability (2 days per week).
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
The firm offers a high-quality compliance service as well as planning services such as IHT planning, CGT planning, and other types of personal tax planning.
Your new company
This well-known and successful large accountancy firm, based in Bristol, has a sizable personal tax department and team that represents a diverse range of private persons and clients, including high net worth individuals, landed estates, trusts, and other entities.