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.
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.
Posted by Lime People Search & Select Ltd • £35K/yr to £37K/yr
My client is an Independent Financial Advisory firm based in Sheffield providing Financial Advice to both Businesses and individuals mainly within Pensions and Retirement Planning, but also offering holistic Financial Planning services.
You will have a strong background within Pensions and Retirement Planning, specifically you;ll be responsible for:
We are urgently seeking a career orientated Paraplanner to join the exisitingParaplanning teams in Sheffield.
Posted by Lime People Search & Select Ltd • £30K/yr to £37K/yr
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.
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.
The Company: Nationally renowned and rapidly expanding IFA firm with a busy site in Central Sheffield looking to add an industry experienced Financial Planning Administrator in support of 2 high-performing, private wealth focused financial advisers:
Office Location: Central Sheffield
Hybrid/Home Working: Office-based ideally, with some flex following successful induction
As a result of continued expansion our client, a growing and established firm of actuaries and consultants, are currently looking to recruit a Senior Pensions Administrator due to increased business volumes but offering home / hybrid working.
Responsibilities
Working as a senior member of the team to administer a range of corporate pension schemes, primarily DB (defined benefit) / final salary based.
Undertaking a variety of tasks including amending leavers / joiners, scheme calculations, claims deaths etc.
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
Were currently looking for experienced Client Directors/Senior Account Executives who want the flexibility of working both virtually and from a local office.
You'll take charge of an established portfolio, nurture client relationships, and help grow the business.
We're on the lookout for candidates with strong client management experience, ideally with a background handling Mid Market & Large Corporate clients.
Do you want to make the first step into a career that can see excellent career and personal progression within the financial industry?
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.
This opportunity will see the successful applicant working in a very friendly working environment, with huge personal and career development opportunities.