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 £75k Package Paraplanning Full client portfolio
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
My client is an independent financial advisory company that has established a solid reputation for offering clients in St Albans (Hertfordshire) the best guidance possible on pensions, investments, retirement planning, tax planning, IHT, trusts, mortgages, and certain protections.
This will be the best career move for you if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans to grow organically.
The company employs ten people in total, including three Advisers, and works with about 200 retirees, City workers, families, and professional athletes whose assets range from several million pounds to £100k.
Vitae Financial Recruitment are proud to partner this market leader seeking an experienced Senior Financial Analyst / Finance Business Partner / Finance Manager to work within one of their fastest growing divisions.
The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more.
You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.