Posted by Lime People Search & Select Ltd • £20K/yr to £25K/yr
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
This specialist Recruitment Agency is fast growing and looking to add to their award-winning graduate team.
The culture drives the business which revolves around rewarding people for their hard work, whether that be with their industry leading commission structure, progression opportunities or two paid holidays a year!
Rather than a traditional purely KPI driven environment they believe in empowering their consultants and working with them to become experts in their niche markets and to build a business that suits their approach.
NJR are currently representing a leading, Chartered firm of independent financial advisers, who are now seeking an experienced Financial Planning Administrator to join their dynamic and growing business.
Within this role you will be working closely with the Financial Planners and Paraplanners, to support the client advisory processes dealing with Ultra High Net Worth client portfolios.
Creating and maintaining client records on CRM systems whilst playing a key role in providing an all-important, quality sales support function through effective use of software and following set processes and procedures.
Are you a graduate or salesperson who is looking for a role where you are rewarded and recognised to the level that you deserve?
If you want to join an Investors in People Gold award-winning organisation, then please read on...
Why
If you're entrepreneurial and ambitious, like the sound of global travel opportunities, cutting edge technology, uncapped earning potential, outstanding incentives & rewards and a state-of-the-art modern office, then you have your answer!
Posted by Lime People Search & Select Ltd • £40K/yr to £45K/yr
We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices.
You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products (Pensions, Investments, Unit Trusts, OEICS, SIPP etc) including Financial Planing Advice & Risk Management dealing with both Corporate and Individual clients.
My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.