Posted by Lime People Search & Select Ltd • £30K/yr to £37K/yr
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
Specifically you'll be responsible for:
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
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 and rapidly expanding IFA firm with a busy site in Central Sheffield looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
Hybrid/Home Working: Office-based ideally, with some flex following successful induction
The Company: Regionally renowned and very well-established wealth management firm looking to bring in an experienced Paraplanner into their technical back-office support team:
Hybrid/Home Working: Majority office-based initially with some WFH flex thereafter
Posted by Arcturus T/A Anthem Consulting • £50K/yr
A world leading and future facing law Firm, is looking for a highly motivated and results driven Commercial Finance Analyst to join a dynamic team
This role sits within the Finance Business Partner team which supports the Firm by providing accurate, timely, insightful and relevant financial planning advice to ensure the business is making informed business decisions to support its strategic growth plans.
This is an exciting opportunity for an ambitious individual who wants to be part of a progressive, customer-centric team which works closely with the business to provide budget assurance and performance improvement whilst challenging and influencing the leadership teams in managing their areas.
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:
The organisation in question is on a fast moving growth trajectory and needs a CFO that on the one hand can make sure the finance team and associated infrastructure are fit for purpose, but also work with the CEO to set and drive the strategic direction of the business.
SF Executive are working with a high growth, private equity backed service / people based organisation in South Yorkshire to source an savvy, commercial Chief Financial Officer.
There is a simply huge array of interesting things going on within this business - many of which you will have input into driving.
Posted by Coburg Banks Limited • £27K/yr to £28K/yr
As a member of the Financial Planning support team, you will participate in all aspects of client service administration, providing support to a growing team of Financial Planners and Para planners.
We're currently looking to recruit a skilled and highly organised Client Service Administrator who would join and play a key role as part of a highly respected and innovative Wealth Management business.
Offering an attractive salary plus benefits including critical illness cover discounted gym membership, this is a fantastic opportunity to develop your skills as part of a supportive team.