Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Do you want to make the first step into a career that can see excellent career and personal progression within the financial industry?
This opportunity will see the successful applicant working in a very friendly working environment, with huge personal and career development opportunities.
Due to growth and expansion within the company an An excellent opportunity has arisen for a Trainee Mortgage Advisor to join a forward-thinking, reputable, award-winning Mortgage broker based in Sheffield.
The Company: Highly regardedSheffield based advisory firm who are looking to add an experienced and Financial Services Co-ordinator to the private wealth focused wealth management arm of their financial planning team.
Office Location: Central Sheffield
Hybrid Working: Yes - Flexible across office/home working up to 3-days WFH
Posted by Lime People Search & Select Ltd • £30K/yr to £37K/yr
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team.
My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
This role will suit an experienced Advisor who has delivered face to face advice on a variety of financial products, including Pensions and Investments, in an independent setting.
NJR Recruitment is delighted to be working with a well established firm of Independent Financial Planners who are looking to expand their advising team in South Yorkshire.
The role includes generating new business as well as maintaining an existing bank of provided clients
As a Personal Tax Senior, you will be responsible for overseeing a diverse portfolio of private clients, including high-net-worth individuals, business owners, and entrepreneurs.
We are delighted to be supporting a Top 40 firm of Chartered Accountants in their search for a dynamic and experienced Personal Tax Senior.
This is a fantastic opportunity for an ambitious tax professional to play a pivotal role in managing a portfolio of high-net-worth private clients.
The Company: Nationally recognised and rapidly expanding IFA business based in Sheffield looking to recruit a private wealth focused Client Liaison Administrator head who holds admin experience working within an IFA/wealth management firm.
Office Location: Sheffield
Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Posted by BWD Search & Selection • £55K/yr to £70K/yr
Benefiting from full back office support you will receive full administration and paraplanning support which will allow you to concentrate on direct client work.
BWD have partnered with a well established advisory firm in their search for an experienced financial adviser.
Reporting to a South Yorkshire based office you will be responsible for the management and development of a long established client base requiring advice across the full range of pensions, investments and protection.
The Company: Family-feel IFA firm based in Chesterfield looking to add an experienced, private wealth focused Financial Services Administrator to their small, consultative focused Adviser Support team: