Independent Financial Advisor
United Kingdom 1 day ago
Job Description
Basic Up to 75k 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. 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. The Independent Financial Advisor will enjoy, superb paraplanning support, a full client portfolio to build relationships with and on-going lead generationfrom the accountants. Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. You can feel confident knowing that the company align with their client's best interests by using a simple and transparent fee structure and recognised European custodians. It's the people that make the company flourish, and to help their employees meet their long-term goals, they offer an attractive basic salary, very comprehensive benefits package and an un-limited bonus structure. The Independent Financial Advisor role comes with full client support, all on-going advice fees, full admin& Paraplanning support and full lead generation. Your Qualifications for the Independent Financial Advisor role: Level 4 qualified - Diploma in Financial Planning/Regulated Financial Planning Genuine desire to provide a high standard of advice and service to clients You are engaging and can connect with a wide array of audiences Detailed knowledge of Investments, tax planning and Defined Contribution pensions. Apply today to be a part of a team environment where you make a real difference. Quote reference RH 96143
Independent Financial Advisor
United Kingdom 1 day ago
Basic Up to 75k 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. Due to the existing advisor retiring...
Paraplanner - Route to Advisor with clients provided,£50,000 and bonus, North west London, hybrid
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United Kingdom 1 month ago
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Paraplanner - Hybrid - Caversham -£48-65k + revenue related increases
United Kingdom 1 month ago
Paraplanner with potential to become Financial Advisor My client are a well-established Independent Financial Advice firm with offices based near Reading in Berkshire. They offer Financial Advice on Pensions, Investments, Tax Planning, IHT, Mortgages...
Independent Financial Advisor, Chester
Chester, North West England 1+ months ago
Due to growth and expansion this Independent Financial Advisor opportunity has arisen, offering you a structured career progression pathway and exam support, professional development support, a negotiable basic salary of circa£50,000 pa plus...
Independent Financial Advisor, Chester
Chester, North West England 1+ months ago
Due to growth and expansion this Independent Financial Advisor opportunity has arisen, offering you a structured career progression pathway and exam support, professional development support, a negotiable basic salary of circa£50,000 pa plus...
Paraplanner route to Junior Financial Advisor, London, Hybrid working,£35,000- £42,000 (DOE)
London, United Kingdom 1+ months ago
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