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.
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.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
Join us as a Pricing Practitioner within our Pricing & Underwriting Chapter, whether it's optimisation, trading, retail or risk pricing or even data science, we've got an opportunity for you.
Let's make the most of your talent
About Us
At Direct Line Group, insurance is just the start.
An exciting alternative green lender are building out their credit risk analytics function and this will be their first hire, reporting into the Director of Risk Analytics.
This business are at the beginning of their journey for credit risk analytics and want step up their progression in automated lending.
The Financial Coach role is predominantly home-based, with the remit to deliver financial education programmes to employees at corporate and public sector companies across Yorkshire (Sheffield, Middlesborough, Bradford, Hull).
As our client's company continues to grow, a requirement has arisen for a Financial Coach to join its rapidly expanding team of Advisers and Educators.
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Producing monthly reporting packs that include, headlines P&L, balance sheet, aged debt analysis, historical cashflow analysis, cashflow forecast and client specific analysis.
General
Sewell Wallis are currently recruiting for a brilliant opportunity based in Sheffield for a practice trained individual to cross-skill into a commercially focused Management Accountant role surrounding budgeting, forecasting, business partnering and analytics.
This company is an innovative organisation with huge scope for growth and development within a role, stipulating a clear path to an FC title in time!