Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
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.
Posted by Nigel Wright Group • £100K/yr to £115K/yr
We are delighted to be partnering with Sage, world renowned as the leading global provider of business management software with their HQ proudly in Newcastle upon Tyne.
A forward thinking business, driven by innovation and constantly pursuing future growth and continuous improvement.
Sage is known for knocking down barriers so everyone can thrive, starting with the millions of small and medium sized businesses they serve.
One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner in the Newcastle team (the role is part office / part home based).
This is a true paraplanning role where you can utilise your technical knowledge as our client employs additional financial planning administrators and you will have an opportunity to attend client meetings.
In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical research and preparing suitability reports whilst ensuring all compliance / regulatory procedures are adhered to.
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.
Posted by Meraki Talent Limited • £25K/yr to £30K/yr
Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle.
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.
They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role.