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.
Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team.
This role will focus on providing effective administrative support to their Financial Planning Consultants to ensure an efficient processing of business and to deliver a high quality service to clients.
We are recruiting for one of our successful partnership businesses based in Reading.
These are outstanding opportunities for Senior Pension Administrators who are now looking for that next challenging career opportunity, that will see you further utilise and develop your pension expertise further.
Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Senior Pension Administrators in various locations offering flexible hybrid working.
You will personally be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, predominantly Defined Benefit schemes.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
With over 6000 employees, it supports 37 million people in 120 countries.
Experienced in the software industry and with a commercial understanding of associated recurring revenue streams, you will ideally already have worked at CFO / FD level and also will have transacted an exit on behalf of shareholders.
SF Group are working with a PE backed software / SAAS business with a consumer angle in the Reading area to source a Chief Financial Officer.
As such you will probably have worked in a stand alone / owner managed / PE backed software business rather than a division or subsidiary of a group.
Are you ready to lead and inspire a dedicated team in the heart of the financial planning industry?
Exciting Opportunity: Paraplanning Team Manager at growing IFA firm
A directly authorised IFA firm that prides itself on providing personalised financial security to its clients, is seeking an experienced Paraplanning Team Manager to work with the Head of operations in developing the process so they can achieve double digit growth over the next 24 months.