Working in team environment you will work alongside the Advisers and wider Wealth Management Team supporting with all technical administration and client management queries.
An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced Financial Services administrator.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
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.
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.
Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisations to recruit an experienced & qualified Paraplanner.
Our client has an outstanding reputation, they are an award-winning national business who have offices across the country.
This is an outstanding opportunity to join one of the leading names in the industry where you can have a long-term career.
Store Manager Opportunity: lead, inspire, and excel creating amazing value everyday!
As a Store Manager in a dynamic team, you're stepping into more than just a leadership position you're in a pivotal role in shaping the experiences of your team and the customers you serve.
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 Michael Page Finance • £41K/yr to £50K/yr
An Audit Manager is required to manage a diverse portfolio of clients, ensuring accurate and timely completion of audits.
The role is based in Swindon and calls for an individual with a keen eye for detail and exceptional leadership skills.
Our client is a renowned for the quality of the work that they carry-out and have an excellent reputation for training and development as well as for staff retention.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.