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.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in Norfolk?
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser in Norfolk.
Are you an experienced Wealth Management professional who is looking for an opportunity to step up into a management position?
If either of the above sound like your situation, this role should be for you ....
Perhaps you are already managing a team but want to get away from that corporate environment and join a company with more of a 'family feel' to the place?
Base salary to £50k, plus car allowance and annual bonus.
Remote working from home, with UK travel as and when required.
New opportunity for a motivated Finance / Accounting Software Implementation Consultant to work on Epicor projects in a demanding but very rewarding role that will see you learn all the complexities of the finance functions of Epicor ERP.