Barnsley Council are looking for two IAG advisors/employment coaches who can provide support to local unemployed, economically inactive and in work residents and help them progress towards a positive destination (employment, education, training or volunteering).
Basic Up to £70k Package Paraplanning Full client portfolio with on-going advice fees due to retiring 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 you will benefit from leads from the accountants.
Resource Matters have been retained by this well known National Company to recruit an experienced Independent Financial Advisor to work with a firm of local accountants.
As Head of Advice, you will lead the team of Financial Advisers and the support team (paraplanners and administrators) to ensure a consistent delivery of compliant, quality, client-focused advice.
We are proud to support this holistic Financial Planning firm in Leeds, built on a reputation of delivering clear, empowering Financial Advice to help its clients reach its goals and financial well-being.
We are currently seeking a passionate and experienced Disability Advisor to join our Client's multidisciplinary team.
Job Purpose
Working with private sector clients, the advisor will provide assessments and actions plans to help remove disability related barriers.
The post will involve intensive case management to resolve issues for customers and will do this by liaising with stakeholders including the employee, line manager and wider client.
My client is seeking an individual to support its members and other internal staff from a taxation and trust perspective, relevant to the areas of advice undertaken by UK financial advisers.
Record all communication with member firms.
Key Responsibilities
Provide telephone and email assistance that allows individual member queries to be answered promptly, accurately and in a professional understandable manner.