As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
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.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
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:.
Fixed Term Contract - ending on 31st December 2024.
Whilst we can't make any promises right now, there is often potential for us to take on some seasonal colleagues on a permanent basis after the initial festive contract
Are you an experienced Protection only Broker, or a Mortgage and Protection Broker, looking for an employed Protection role, a volume of great leads and the opportunity to earn 40k in year 1 and up to 70k in year 2?
Our client is a successful Mortgage broker, located in the North East of England.
Due to a high volume of leads and ongoing enquiries, they now have an opening for an additional Protection Broker to work on their New Build team.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
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.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
In addition, they regularly provide cashflow modelling to their clients.
Posted by Pinstripe Personnel • £80K/yr to £120K/yr
OTE - £80,000 - £120,000
A genuinely exciting opportunity for Equity Release Advisers, Mortgage and or Protection Advisers with a Directly Authorised Mortgage and Protection business.
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.