Experienced Financial Advisor Opportunity

1 week ago


Chippenham, Wiltshire, United Kingdom Resource Matters Ltd Full time

**Holistic Financial Planning Advice**

Resource Matters Ltd have been retained by a well-known local IFA firm to recruit an experienced 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 benefit from ongoing lead generation.

The Financial Advisor will enjoy superb paraplanning support, a full client portfolio to build relationships with, and on-going lead generation from the accountants.

Our client distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to financial planning. They use 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, a comprehensive benefits package, and an unlimited bonus structure.

The role comes with full client support, all on-going advice fees, full admin & paraplanning support, and full lead generation.

**Your Key Responsibilities:**

  • Provide holistic financial planning advice to a large portfolio of clients
  • Benefit from ongoing lead generation from the accountants
  • Enjoy superb paraplanning support
  • Build relationships with a full client portfolio


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