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 • £23K/yr to £28K/yr
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
General
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
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.
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their busy back-office team
Office Location: Central Leeds
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Reed Accountancy are proud to be working with a business in Leeds who are recruiting an Assistant Financial Planning & Analyst Accountant to join their team.
You will participate in the delivery of annual revenue, capital budgets, statutory accounts and associates forecasting & reporting.
Duties and Responsibilities
Monitor and Resolve Issues: Maintain a monthly financial control process to oversee service delivery and address any problems.
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.
We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports.
An established Financial Advisory practice who provides bespoke solutions to clients are looking to recruit an Assistant Paraplanner to provide technical support to a small team of Advisors.
Wakefield area -
The role will provide an opportunity to be involved and develop your skills in research, analysis and reporting on tailor made client solutions which will involve diverse and interesting projects
Join an Elite Wealth Management Team as a Financial Planner Unlock Unprecedented Earnings Potential!
An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before.
This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success.