Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
As part of a ground-breaking and hugely transformational partnership with Mitie Care & Custody and People Plus, Forward have been successful in its bid to be a top table delivery partner in the operation of HMP Millsike, a brand-new Resettlement Prison situated on land opposite the existing HMP Full Sutton, currently in construction and due to open in April 2025.
We campaign to change public attitudes and policy so that people, who are often written off by society, can access support that transforms lives.
This represents a chance for Forward to evolve our mission in a way that will be an integral part of a completely new way of delivering prisons within the prison system, and one that will be a huge reputational boost for our organisation, as the first to have a top table seat in our sector.
Posted by IDEX Consulting Ltd • £26K/yr to £32K/yr
Duties include
Working closely with Financial Advisors to offer pro-active support.
General
Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.
Posted by Lime People Search & Select Ltd • £23K/yr to £28K/yr
General
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
The Company: A high-performing IFA firm based in Central York looking to add a permanent, part-time Financial Planning Administrator to their adviser support team on a circa 24-hr p/w contract:
Office Location: Central York
Working Setup: 3 full-days, or 4-days around school hours (9.30am-2.30pm)
Posted by Lime People Search & Select Ltd • £20K/yr to £25K/yr
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.
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.
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 • £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: