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 £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The task at hand: We are looking for a passionate Partner Support Advisor to provide front line service to support our Partner Operations Help Desk which intern plays a vital role in the success of Onecom Partners.
Air Sourcing, our technology solution which allows advisers to source all later life lending products in real time, allowing them to select a suitable product for their clients' needs.
Specifically designed to help advisers and brokers to develop their business, with the tools and infrastructure to compete with large sector specialists.
Air Group, part of the Key Group of companies is the largest community of its kind in the later life lending market with over 8,000 members across the UK.