Posted by Lime People Search & Select Ltd • £24K/yr to £28K/yr
My client is a small Independent Financial Advisory firm based in the North Leeds areas, providing sound Financial Advice across Investments, Pensions, Retirement Planning, Estate Planning and Inheritance Tax Planning.
We are urgently seeking an experienced Senior Administrator, who also has experience of writing or compiling Suitability Reports.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Administrator into their back-office team.
Looking for a friendly, socially active back-office support team in a professional, client-centric planning environment?
A long-standing Wealth Management firm in the Wakefield area are looking for a Senior Administrator to join their team, supporting the Lead Paraplanner directly with their workload.
£25,000 - £34,000 based on experience
This is a busy office with over 500 clients and managing excess of £100m of funds - meaning this individual will need to be confident working in a fast-paced environment, prioritising workloads and communicating with their colleagues.
Are you a dynamic Tax Manager or Senior Manager ready to drive growth and lead a thriving advisory team?
With growth firmly on the agenda, this Top 20 practice is seeking a Business Advisory Tax Manager or Senior Manager to join their expanding team.
If you're looking for a new challenge where your corporate tax expertise can shine, and you're eager to make a lasting impact, this could be your perfect next step.
Posted by Lime People Search & Select Ltd • £30K/yr to £40K/yr
General
We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified with their Diploma in Financial Advice / Planning and looking to take their first step into Advice.
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.
Specific duties will include
Meet potential new clients to ascertain their current and future financial planning needs.
The Company: Nationally renowned IFA firm with a site in Halifax looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers: