Join an Elite Wealth Management Team as a Financial Planner Unlock Unprecedented Earnings Potential!
An exciting opportunity has arisen for an experienced Financial Planner to join a prestigious wealth management firm that rewards hard work and client relationships like never before.
This role offers the chance to maximize earnings by bringing existing clients into the firm, with a competitive revenue-sharing model designed to reward success.
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 IMPRESSION RECRUITMENT LIMITED • £32K/yr to £40K/yr
Fantastic opportunity available to join a prestigious financial services business that offer investment management services to a diverse portfolio of clients as a
On a permanent, full-time basis.
This is an excellent opportunity for an accomplished administration professional with experience of working within the investment sector.
Our client is a hugely successful business in the build to rent sector and they are looking to bolster their finance team with the addition of a finance assistant.
This role will support the finance manager with transactional finance duties whilst working from modern open plan offices in Harrogate.
We feel this role would suit an engaging individual at the early stages of their career looking to progress within a growing and successful business.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
My client is an Independent Financial Advisory firm based in Harrogate providing Financial Advice to both individuals and businesses surrounding Pensions, Investments, Retirement Planning, Tax, Trusts and Life & Health Insurance.
Providing administrative support in the preparation of non-client facing documentation, in relation to the preparation and administration of financial plans or reports.
We are seeking an experienced Paraplanner to join the exiting Paraplanning and Administrative teams, specifically you will be responsible for:
Their mission is to provide exceptional financial advisory services to their clients, and they are now ready to take their expertise to the next level in the City of London.
My client is a highly reputable IFA practice based in Harrogate with a well-established family brand name.
General
Are you ready to take on an exciting opportunity to help support a well-known family brand in the heart of the financial world in Harrogate, expand their thriving IFA practise with an office in the City of London.