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.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
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:
Posted by Lime People Search & Select Ltd • £18K/yr to £26K/yr
We are seeking a Sales Support executive who will be responsible for providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients and providers, dealing with surrender requests and other client queries and preparing valuations and illustrations.
My client is a leading network of IFA (Independent Financial Advisors) providing advice to both Corporate and Private clients on Investments, Retirement Planning, Estate Planning, Mortgages & Insurance and On-line Trading.
We are seeking someone who has 1-3 years experience working with Investment type products in an Administration type environment.
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.
General
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.