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.
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 back-office team.
Looking for a friendly, socially active back-office support team in a professional, client-centric planning environment?
Posted by Capio Recruitment Financial Planning • £45K/yr to £60K/yr
As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the existing advice team and inherit a client bank to alleviate the work load of the current staff ensuring clients continue to receive a first class experience.
The role will involve providing comprehensive planning advice to clients on a range of pensions, investments and tax products whilst developing and nurturing existing client relationships to grow the client base you will have been provided.
We are currently working alongside one of the UK's fastest growing names in financial planning to help secure a new member of the Advisory team in Leeds.
You must be an experienced financial planner who holds CII level 4 Diploma status or equivalent.
This national / international financial planning and investment management firm with £10B AUM is currently seeking an experienced financial planner to join its team in the Harrogate (hybrid working).
In this role you will be given a substantial and established portfolio of clients to advise, local administration and also paraplanning support.
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.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers:
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: