Perhaps you're growing weary and wish to expand your horizons, become more engaged in the advisory aspect, or simply explore something a bit different.
Are you currently working in the field of tax and feeling like you'd like to take things up a notch?
If the above description even remotely resonates with you, then this is an opportunity you should consider.
My client is a growing family run Financial Advisory firm based in the North Leeds areas, providing business and individuals with sound financial advice relating to Pensions, Investment & Wealth Management, Tax Planning & Estate Planning.
Due to a 5-year growth plan for the business we are now seeking an additional Paraplanner to join an existing team of back office staff, in supporting the Financial Advisers of the business.
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.
Due to this we now have a need to employ a Financial Adviser who will gradually take over around 150-200 clients from the principal fee earner of the business over the next year.
My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.
My client, a leading public sector organisation, is currently recruiting for an IAG Advisor in Barnsley (S70).
You will provide support to local unemployed, economically inactive and in work residents and help them progress towards a positive destination (employment, education, training or volunteering).
The role will be to support the UKSPF funded Employment and Skills Project- South Yorkshire, hence their will be a requirement to complete registration paper work with each resident and produce a SMART action plan which helps them to address their barriers to progression.
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Please note this is a self-employed role.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.
My client is a Financial Advisory firm, providing sound Financial Advice to both individuals and corporate / businesses, surrounding Investments, Pensions and Retirement Advice.
We are urgently seeking someone to join the Private Client Support team in Skipton and / or Leeds offices, where your focus will be to provide day-to-day support to the Corporate Advisers of the business.
Specifically you'll be responsible for day-today administrative support, including regulatory requirements, client servicing, systems administration and diary management.
One of the UK's leading independent insurance brokers and employee benefits consultants are looking for an experienced DC Pensions Consultant to join their rapidly expanding pension's team.
Responsibilities will include servicing a varied portfolio of corporate clients as well as gaining new business.
If delivering the right solutions for your clients is your top priority - based on a thorough understanding of your client's business, creative thinking and state-of-the-art systems then this could be the right opportunity for you.