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 Lime People Search & Select Ltd • £30K/yr to £37K/yr
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team.
Office Location: Central Sheffield
Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH
Do you want to make the first step into a career that can see excellent career and personal progression within the financial industry?
Due to growth and expansion within the company an An excellent opportunity has arisen for a Trainee Mortgage Advisor to join a forward-thinking, reputable, award-winning Mortgage broker based in Sheffield.
This opportunity will see the successful applicant working in a very friendly working environment, with huge personal and career development opportunities.
The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.
Office Location: Sheffield
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
The Company: Nationally renowned and rapidly expanding IFA firm with a busy site in Central Sheffield looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
Hybrid/Home Working: Office-based ideally, with some flex following successful induction
Posted by Lime People Search & Select Ltd • £26K/yr to £30K/yr
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement.