Posted by Coburg Banks Limited • £27K/yr to £28K/yr
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
We're currently looking to recruit a skilled and highly organised administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.
This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
Our clients two year trainee programme is for under graduates in their final year of their studies or the candidate who is looking for career change and either working towards or has completed the CII Diploma Level 4 in Regulated Financial Planning (or equivalent) and needs support in industry to progress.
You will look at all aspects of the Practice and what it means to be a client here through face to face and written communication.
You will be fully immersed in our day to day activities, based in Sheffield Head Office, gaining industry experience and driving forward a career in financial services.
This role will suit a Private Client Chartered Legal Executive / Fee Earner who is looking to progress and build a long-term career with a firm, including responsibility and supervision of junior members of the department.
A fantastic opportunity is available for a Private Client Fee Earner to join an award-winning firm based in the heart of Sheffield.
Our client has significant presence in the Sheffield legal market and is well regarded for their high-quality work.
The Company: A very client-centric IFA business based in North Leeds who are looking to attract a Trainee Paraplanner in support of their ever-expanding, private wealth focused adviser base.
You must be part-way through your Diploma (CII), hold adviser support experience and now be looking for that opportunity to step into paraplanning work across the next 6-12 months:
This is a senior level, long term appointment for someone who will succeed the current Head of Private Client in a few years.
A rare succession opportunity has become available in Bradford with one of the region's leading law firms.
It is essential that you have drive and ambition, and that you are keen to forward plan your career with this highly reputable regional firm for many years to come.