They are now seeking to recruit a Financial Adviser to join their team to take over a substantial book of clients.
Our client is an established business with a fantastic reputation they provide holistic financial solutions to clients across the Devon & Somerset regions.
Mbf are working with a successful, fully Independent Financial Planning organisation to recruit an experienced Financial Adviser.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
In this employed Financial Advisor job you will inherit an existing client bank across the Devon area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by Streamline Search Ltd • £23K/yr to £27K/yr
General
Our client is a fast-growing Wealth Management firm and due to growth of the business, they are looking to bring an Accounts Trainee in to join their team.
The Accounts Trainee will be responsible for various Accounting and Administrative tasks, including preparing accounts, bookkeeping, bank reconciliations, payroll assistance, and maintaining accurate customer and financial records.
Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation.
Their current requirement is for an experienced IFA Administrator to join the business to provide comprehensive support to a team of successful financial planners and a portfolio of HNW clients.
They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has grown considerably over the past few years with ambitious growth plans for the short-, medium- and long-term future.
Posted by Streamline Search Ltd • £25K/yr to £27K/yr
Accounts Assistant - Wealth Management
Our client is a fast-growing Wealth Management firm and due to growth of the business, they are looking to bring an Accounts Assistant in to join their team.
The Accounts Assistant will be responsible for various Accounting and Administrative tasks, including preparing accounts, bookkeeping, bank reconciliations, payroll assistance, and maintaining accurate customer and financial records.
This role requires a forward-thinking leader with a strong background in asset management, property maintenance, and capital investment planning.
The Director of Assets will be responsible for the strategic management and optimization of property assets.
The successful candidate will lead a team of professionals dedicated to ensuring that our properties are safe, well-maintained, and meet the highest standards of quality and compliance.
My client is a Regional based IFA firm and have an opportunity in either their Bath or Exeter office which offer hybrid working and after probation 2 days in the office only.
Are you looking to move into full-fledged paraplanning role and keen to explore opportunities that can encourage that move.
Are you part way or fully Level 4 Diploma and seek a fresh new existing opportunity, then look no further.
Our client is looking to engage with Financial Advisers who have developed lasting relationships with their clients and want to provide true holistic whole of market Advice.
As a Financial Adviser do you dream of achieving a better work-life balance while taking control of your own future?