City & Capital are currently representing a highly respected & fast growing client who offer a range of services to business owners in the financial planning & wealth management sectors.
Our client is known as a 'business lifecycle' consultancy as they offer services to professional organisations throughout their entire lifecycle to support company growth, recruitment & business acquisitions/sales.
This means from the start of a companies journey to the very end, our client supports each business to achieve their ultimate goals.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
Meet potential new clients to ascertain their current and future financial planning needs.
General
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.
Due to this we now have a need to employ a Financial Adviser who will gradually take over around 150-200 clients from the principal fee earner of the business over the next year.
My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.
Our client, an established financial advisory firm with presence across the UK, require a Financial Planner to join their Leeds offices.
New business is a focus in this role.
With a proven ability to help the existing team achieve new business targets, you will be supported by a strong leadership team that encourages autonomy and flexibility.
My client is a small Financial Planning firm, bringing together decades of experience in financial planning and advice, supported by specialists in investment, tax, pensions, wills, trusts and more.
You will be responsible for the delivery of written advice / reports, you will provide technical support to Advisers of the firm, ensuring all recommendations are accurate and in line with the needs of the clients.
We are seeking an experienced Paraplanner to join existing teams within our Huddersfield offices, supporting 2 Key Financial Advisers.