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    Independent Financial Advisor - United Kingdom - Resource Matters Ltd

    Resource Matters Ltd
    Resource Matters Ltd United Kingdom

    3 weeks ago

    Default job background
    Description

    4 weeks ago Be among the first 25 applicants

    Basic Up to £70k + Package + Paraplanning + Full client portfolio with on-going advice fees due to retiring advisor

    Resource Matters have been retained by this well known National Company 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 leads from the accountants. 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

    Seniority level

    • Seniority level

      Mid-Senior level

    Employment type

    • Employment type

      Full-time

    Job function

    • Job function

      Finance and Sales

    • Industries

      Staffing and Recruiting

    Referrals increase your chances of interviewing at RESOURCE MATTERS LIMITED by 2x

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