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.
Autonomously scope and deliver projects to clients.
General
The ideal candidate will have a deep understanding of private client tax, with experience in estate planning, trust management, and a strong grasp of account management.
This role offers the opportunity to lead a dynamic team, shape the strategy of a successful firm, and work towards partnership in a supportive environment.
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.