Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
NJR Recruitment are delighted to be recruiting for leading firm of Independent Financial Planning firm based in the outskirts of Halifax who are looking to take on an ambitious Employee Benefits Consultant to join their thriving team.
This is a great opportunity for a client facing role that will offer full development to a senior adviser position with an established bank of clients and is an amazing opportunity for anyone looking for a career in the corporate finance world!
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
Specific duties will include
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.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.
This advisory role (newly created) is located out of their Leeds offices and wider West Yorkshire areas (one of 42 national hubs and still acquiring) servicing existing clients as well as building on new client activity.
The Company: An exciting Employed Financial Planner opportunity working for a highly ambitious IFA business based in South Leeds.
Part of a larger group, this growing wealth management arm of the business has an opportunity to come inherit a client bank of around 100 families with circa £110k ongoing, and ample new business opportunities to further impact earnings.