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.
Recruit UK are working on an excellent opportunity for a Financial Planning Administrator in Sheffield to join a leading Financial Planning and Private Client Investment Management company.
They are an award winning integrated company providing planning and investment services to both professionals and individuals.
They are a leading UK law firm, delivering services to clients both from within and external to the group.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Sheffield offices.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
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.
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team.
Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH
Posted by Lime People Search & Select Ltd • £35K/yr to £37K/yr
You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
We are urgently seeking a career orientated Paraplanner to join the exisitingParaplanning teams in Sheffield.
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