This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
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.
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.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
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 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.
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.
The Company: Nationally renowned IFA firm with a site in Dinnington looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
The role would involve supporting the firms paraplanners and financial planners with a variety of clientele.
A financial planning firm with a strong reputation and an emphasis on putting their clients' needs at the very heart of what they do are looking to add to the back-office administration team.
The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, and some corporate advice as well.
Are you a Trainee Mortgage Advisor or experienced Mortgage Advisor with a minimum CeMAP 1 qualification or above looking to join an established firm that can support your career long-term?
This position will see you being offered great salary-earning potential with strong leads provided by the Estate Agency team.
We're currently recruiting on behalf of a highly successful and established firm who are currently looking to add to its team in the Sheffield area.