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.
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
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.
NJR are currently working with a well established firm of Independent Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious IFA Administrator to join their growing team based in Harrogate.
Looking for a new challenge?
Wanting to work for reputable organisation, who genuinely offer excellent career development?
NJR are currently working with a well established firm of Independent Financial Advisers who are now looking to expand by recruiting a pro-active and ambitious Trainee Paraplanner or Financial Planning Administrator to join their growing team based on the outskirts of Scarborough.
Looking for a new challenge?
Wanting to work for reputable organisation that value their staff and actively promote development?
Due to their ongoing growth are now looking to recruit an experienced Financial Adviser to join their team.
Our Client is a highly successful and innovative IFA Practice who are based in North Yorkshire region, with a reputation for providing unique financial solutions to High Net Worth individuals and businesses across the whole of the UK.
This is an exciting opportunity for a motivated individual to join a thriving and successful company and become part of an ambitious team.
The Company: Extremely well-respected, client-centric focused IFA firm based in Central York looking to add an experienced Financial Planning Administrator who ideally holds some basic suitability report writing experience to their adviser support team: