Posted by Lime People Search & Select Ltd • £20K/yr to £25K/yr
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
Posted by Lime People Search & Select Ltd • £40K/yr to £45K/yr
You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients.
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.
We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices.
My client is looking for you to join their dynamic team and embark on an exciting journey where your expertise will shape the financial futures of our valued clients.
Are you a highly motivated individual with a passion for providing exceptional financial guidance?
Benefits
basic salary ranging from £28,000 to £34,000 per annum,.
We are currently working with a leading IFA Firm who are looking to take on an IFA Administrator you will play a crucial role in supporting their team of financial advisors and Paraplanners.
Are you an experienced and motivated individual looking for a rewarding career opportunity in the financial services industry?
The salary range for an IFA Administrator is £22,000-26,000.
Within this role you will be working closely with the Financial Planners and Paraplanners, to support the client advisory processes dealing with Ultra High Net Worth client portfolios.
NJR are currently representing a leading, Chartered firm of independent financial advisers, who are now seeking an experienced Financial Planning Administrator to join their dynamic and growing business.
Creating and maintaining client records on CRM systems whilst playing a key role in providing an all-important, quality sales support function through effective use of software and following set processes and procedures.
The team can offer a clear route to advising (currently 7 advisers are former paraplanners), the current recruitment need now is due to 2 more Paraplanners becoming advisers.
General
We are seeking a paraplanner to join their growing Paraplanning Department to work closely with Financial Planners and produce competent suitability reports.
We offer the right candidates the opportunity to work closely with our Investment Committee or to develop into Financial Planner roles, should that be their ultimate career objective.
They are looking for an experienced paraplanner, who is happy to work alongside an established and experienced team supporting the Financial Advisors, while progressing as a financial advisor.
Our client is an Independent Financial Planning firm with offices in Wakefield.
This practice is big on progression, so they are looking for an individual that is wanting to take their career to the next level.
Reed Practice are currently working with a Leeds based, family run firm who are looking for individuals with Audit and Accounts experience to join their ever-growing team.