My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an 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.
This role offers home based / remote working with access to office locations if preferred.
CLIENT National IFA firm in central Bristol seek an experienced Level 4 Diploma Paraplanner who can either work from home or a hybrid, the choice is yours.
IN RETURN - Salary upto £45,000 deppends on experience and qualifications plus 10% bonus and benefits.
OVERALL SUMMARY - To support Advisers, and ultimately clients, in the advice-giving process with suitability reports, product research and technical analysis.
A well-established and highly reputable Swindon based accountancy firm is seeking an experienced Personal Tax Senior Manager to join to their ever-expanding business on a permanent basis.
Your new company
This firm has an excellent reputation and work hard to offer an enjoyable working environment, ensuring staff benefit from a genuine work life balance while also enabling them to progress their careers.
You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.
As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.
Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support .
The successful candidate will have experience of setting up and maintaining effective and efficient financial procedures and experience of financial administration and bookkeeping including payroll.
You will be efficient and numerate in handling all aspects of the organisation's finance.
This will be a very hands-on role to help scale up the business.