Posted by BWD Search & Selection • £55K/yr to £70K/yr
BWD have partnered with a small but well-established advisory business based in the south Yorkshire region who are seeking an experienced financial advisor to support an established book of legacy clients.
You will be responsible for the management and development of an existing client base generating significant revenue and conduct annual reviews with clients in line with their adviser agreements, where possible you will seek out new business opportunities from both within the client base and via way of referrals.
You will be offered some home working flexibility and benefits from full back office support and will be allowed to concentrate fully on adviser work, a transparent bonus scheme accounts for both ongoing fee's and new business which demonstrates the value in place of existing clients relationships.
Posted by Lime People Search & Select Ltd • £26K/yr to £30K/yr
We are urgently seeking an experienced IFA Administrator to join an existing team of Administrators, supporting the Financial Advisers within the business ensuring clients are able to plan for a comfortable retirement.
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.
You will be responsible for providing a 1st class service to the clients of the business and specifically you'll be responsible for:
Posted by PRATAP PARTNERSHIP LTD • £22K/yr to £30K/yr
This could be one of the most attractive permanent opportunities for a Senior Administrator who has experience working in a Finance, Accountancy, or Financial Services team!
Shorts are an employer with a long history, a supportive culture and strong core values.
Their success and growth have been built upon a happy team with strong leadership and opportunities for development.