Posted by Financial Divisions • £45K/yr to £50K/yr
One of their Partners who is a Chartered Financial Advisor is in the enviable position of having too many clients, so is looking to take on someone that they can initially pass over circa 100 clients too.
Our client is a national firm of Chartered Financial Advisers with a highly regarded reputation for providing non jargon based, honest Advice, always striving to act in the client's best interest.
Having worked with them for over 8 years, I have seen them grow both organically and via acquisitions.
Posted by Lime People Search & Select Ltd • £22K/yr to £24K/yr
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face to face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery.
Providing a responsive administrative, organisational, and logistical service to multiple Financial Advisers.
In this position you'll be responsible for the smooth and efficient delivery of the Adviser Support process and Client Services Charter.
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.
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.
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.
Posted by Financial Divisions • £45K/yr to £50K/yr
One of the roles we are currently helping them to recruit for is a Financial Adviser that can take over part of the founding Advisers book of business, as they have too many clients to effectively manage now.
They have built an impressive reputation with clients in the local area, and have enjoyed a very prosperous year, so are looking for additional staff.
Having worked with this highly successful Chartered firm of Wealth Managers for nearly 10 years, we have seen them grow both organically and via acquisition, placing a number of staff with them, all of which are still there and enjoying their roles.
Are you ready to take the next step in your financial advisory career?
We are recruiting for a Trainee Financial Adviser to join a well-established firm providing expert advice across Mortgages, Protection, Investments, Pensions, Inheritance Tax Planning, and Long-Term Care planning.
Step into a Rewarding Career as a Trainee Financial Adviser
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for: