Posted by Capio Recruitment Financial Planning • £45K/yr to £60K/yr
As the firms AUM continues to grow an opportunity has arisen for a new Financial Planner to join the existing advice team and inherit a client bank to alleviate the work load of the current staff ensuring clients continue to receive a first class experience.
The role will involve providing comprehensive planning advice to clients on a range of pensions, investments and tax products whilst developing and nurturing existing client relationships to grow the client base you will have been provided.
We are currently working alongside one of the UK's fastest growing names in financial planning to help secure a new member of the Advisory team in Leeds.
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their back-office team.
Looking for a friendly, socially active back-office support team in a professional, client-centric planning environment?
Posted by Taylor James Professional Recruitment • £35K/yr to £50K/yr
General
Our client, a prestigious firm of financial planners in Leeds are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home or out of prestigious offices (home working available), you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
The Company: Nationally renowned IFA firm with a site in Halifax looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Halifax.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
The Company: Nationally renowned IFA firm with a site in central Huddersfield looking to add an experienced Paraplanner to their technical support structure in support of two high-performing advisers:
The Company: Niche but growing IFA firm based in Central Leeds looking to add an experienced Financial Planning Administrator to their technical support structure, in support of two high-performing advisers:
A rapidly expanding financial advisory firm, situated in Wakefield, is seeking to recruit Financial Consultants to bolster their growing team.
With a commitment to career advancement and generous remuneration packages, this opportunity is ideal for those eager to progress professionally while enjoying competitive salaries, comprehensive benefits and flexible and hybrid work arrangements.
This is an exciting time to join this dynamic company, especially as they prepare to transition to a new office space in May 2024 which will include a gym and recreational spaces.
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.