Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner in the Newcastle team (the role is part office / part home based).
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will have an opportunity to attend client meetings.
Posted by NRG Resourcing Ltd • £30K/yr to £110K/yr
General
Are you an experienced Mortgage Advisor looking for the next step in your career?
At NRG Resourcing, we are leaders in Mortgage & Protection Industry Recruitment, connecting talented professionals with exceptional brokerages nationwide.
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We are thrilled to present a wide array of roles across the North East of England, catering to diverse specialisations within the mortgage industry.
Join our dynamic team as a Finance Analyst within the Treasury division of our Shared Services Department.
We're seeking an experienced Analyst to contribute analytical expertise and meticulous attention to detail to streamline processes and provide valuable insights for optimising workflows.
So, why Parkdean Resorts
Well, besides the one-of-a-kind team culture, stunning locations across the UK, and the security that comes with being a part of the UK's largest holiday park organisation, we can offer:.
We are seeking a Paraplanner who is not only adept at providing support to a team of advisers but also possesses the skills to train and mentor a team of Paraplanners.
The ideal candidate will be comfortable with enhancing and streamlining technical research and report writing processes to increase team efficiency.
Day to Day of the role
Review and enhance technical research, report writing processes, systems, and procedures to boost team efficiencies.