Posted by Resource Matters Ltd • £50K/yr to £75K/yr
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.
Posted by Premier Jobs UK Limited • £50K/yr to £75K/yr
Are you an experienced Financial Advisor near Swindon, seeking an employed job, based from home with quality leads and existing clients provided?
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Our clients are a highly regarded Wealth Management firm who are a nationwide company looking for a Financial Adviser for their Swindon office M4 corridor and surrounding areas to take on 200 HNW clients following a recent Acquisition.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
They are looking for an experienced Planner or Senior Planner to work alongside the current team on a range of earthworks, highways, structures, demolition, infrastructure, S278 and private rail schemes.
The company work nationally with the focus within 100mi of Northampton / The Midlands region.
Role overview
My client is a Leading Construction and Civil Engineering Contractor with an annual turnover approaching £1 Billion in the UK.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced Financial Services administrator.
£23,000 - £27,000 depending on experience.
Working in team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all technical administration and client management queries.
Are you a Senior Finance Assistant or similar with experience in the construction sector, seeking to elevate your career into an independent and adaptable role within a well-established employee owned company where you will take ownership of a variety of interesting financial tasks running within the finance department, meanwhile gaining exposure to critical operational functions that goes beyond the company's finances?
£30,000 - £35,000 Company Performance Bonus Progression Training Pension Other Benefits