Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Posted by Lime People Search & Select Ltd • £24K/yr to £28K/yr
My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning.
Specifically you'll be responsible for:
We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports.
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
General
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.
Posted by Lime People Search & Select Ltd • £20K/yr to £25K/yr
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.