Posted by BWD Search & Selection • £55K/yr to £70K/yr
BWD have partnered with a well established advisory firm in their search for an experienced financial adviser.
Benefiting from full back office support you will receive full administration and paraplanning support which will allow you to concentrate on direct client work.
Reporting to a South Yorkshire based office you will be responsible for the management and development of a long established client base requiring advice across the full range of pensions, investments and protection.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Lime People Search & Select Ltd • £40K/yr to £45K/yr
We are urgently seeking an experienced and qualified Professional Financial Adviser, who can offer expert advice on suitable investments, private pensions, and tax planning and provides a valuable service to clients and companies in the UK - predominantly in the Yorkshire areas.
My client is an Independent Financial Advisory firm based in Doncaster, providing Financial Advice to both individuals and businesses across Pensions, Investments, Tax Planning and Insurance products.
This role will be a mix of telephone based and face to face Advice and can be operated on a loose hybrid working.
Posted by BWD Search & Selection • £55K/yr to £70K/yr
BWD have partnered with a small but well-established advisory business based in the south Yorkshire region who are seeking an experienced financial advisor to support an established book of legacy clients.
You will be responsible for the management and development of an existing client base generating significant revenue and conduct annual reviews with clients in line with their adviser agreements, where possible you will seek out new business opportunities from both within the client base and via way of referrals.
You will be offered some home working flexibility and benefits from full back office support and will be allowed to concentrate fully on adviser work, a transparent bonus scheme accounts for both ongoing fee's and new business which demonstrates the value in place of existing clients relationships.
Posted by Mortgage Advice Bureau (MAB) • £27K/yr to £50K/yr
We're seeking experienced Mortgage & Protection Advisors to join our successful team.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Posted by BWD Search & Selection • £55K/yr to £70K/yr
BWD have partnered with a well established advisory firm in their search for an experienced financial adviser.
Reporting to a South Yorkshire based office you will be responsible for the management and development of a long established client base requiring advice across the full range of pensions, investments and protection.
Client will predominantly based around South Yorkshire and surrounding meaning locality and flexibility to be able to accommodate office working at times will be required.
This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting.
NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire.
The role includes generating new business as well as maintaining an existing bank of provided clients
Posted by Lime People Search & Select Ltd • £28K/yr to £35K/yr
General
My client is an Independent Financial Advisory firm based in the Wakefield area, providing individual clients and businesses with Advice across Pensions, Investments, Retirement & Estate Planning.
We are urgently seeking an IFA Administration Team Leader, who will sit within the Administration function and primarily manage the companies back-office Administration staff and ensuring smooth efficient running of the office on a daily basis and coordination between Advisers, Paraplanners and Administrative staff.
Specifically you'll be responsible for
Leading the day-to-day activities of the Administration teams, training and motivating the team to achieve objectives and promoting the health, safety and welfare of all team members.