Experienced Financial Advisor Opportunity
1 week ago
**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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