Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Doncaster location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
This Financial Advisor job in Doncaster provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
This is an excellent opportunity, as the client bank provided will typically validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
You must have experience working in a financial planning administration or a pension administration role.
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 national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Huddersfield.
Conduct thorough financial research and analysis using tools such as Selectapension and FE Analytics.
General
The ideal candidate will have a strong background in pensions and retirement planning, with a focus on helping individuals achieve a comfortable lifestyle in retirement.
On behalf of a well-established and professional client, Reward Recruitment is looking for an experienced Paraplanner to join their 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.
A Continuous Learning Program to keep you in the loop with relevant progression within the business and changes to economic mechanics, policies, and procedures.
Free onsite parking.
25-day annual leave entitlement, plus bank holidays.