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.
Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses.
C. £50,000 package
As a company they very much pride themselves in offering an expert and personal service for their clients.
Our client is an expanding professional Financial Services firm with a wealth of experience in providing fully independent advice on pensions, investments, tax and wealth management for individuals and businesses.
C. £40,000 plus benefits and excellent annual bonus scheme
As a company they very much pride themselves in offering an expert and personal service for their clients.
The Company: Expanding IFA firm based in Central Harrogate looking to add an experienced, private wealth focused Financial Planning Assistant/Paraplanner to their back-office support team:
Posted by Lime People Search & Select Ltd • £23K/yr to £28K/yr
Your specific duties will include
Providing full administrative support to a number of Financial Planners.
General
We are urgently seeking an IFA Administrator to join the existing Administrative teams on the Financial Planning side of the business, generally you would be responsible for supporting Financial Advisors of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is a Independent Stockbroker, Investment Management & Financial Planning firm based in Harrogate.
Posted by Lime People Search & Select Ltd • £24K/yr to £28K/yr
Providing a full Financial Planning service to both individuals and businesses.
Y client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas.
We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.
You're an experienced Financial Controller with a background in big businesses.
Reporting to the CFO, you will lead your team to transform and professionalise this growing business, but crucially you won't be afraid to roll up your sleeves.
As you'd expect, you will be a strong leader and communicator, with experience of implementing best practice in a large-scale organisation to make sure this business is fit for their next stage of growth.
The Company: Extremely well-respected, client-centric focused IFA firm based in Central York looking to add an experienced Financial Planning Administrator who ideally holds some basic suitability report writing experience to their adviser support team:
Posted by Insurance Recruitment Services • £35K/yr to £41K/yr
Role
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process.
General
My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.