Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
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.
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.
Draft wills, trust, lasting powers of attorney and deal with trusts and estate administration.
Maintain existing relationships with current clients, and develop new client base.
General
Our client are experts in Residential Conveyancing, Family Law, and Probate and Administration, and are looking to recruit a Private Client Solicitor into their North Tyneside office.
Posted by Meraki Talent Limited • £25K/yr to £30K/yr
As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle.
They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role.
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.
IFA Administrator required by this small and successful firm of Advisors that provides individual advice to a range of HNW Private Clients and has built an excellent reputation for delivering high quality advice.
£24,000 to £29,000 FTE plus benefits
The opportunity is working from home, part-time (probably 15-18 hours) and offers full flexibility.
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.