Posted by IDEX Consulting Ltd • £65K/yr to £75K/yr
Due to an upcoming retirement of a long-serving Advisor, the business is now looking for a Financial Advisor to join their team and inherit a large book of clients.
My client is based in Nr Oldham and they are currently looking for an experienced IFA to join their team.
The wider group, largely through acquisition, has and advisory presence across the UK and is on course to continue expansion through 2024 and beyond.
In this employed Financial Advisor job you will inherit an existing client bank across the Oldham, Huddersfield and Manchester area.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Posted by Public Practice Recruitment Ltd • £80K/yr to £120K/yr
Are you a highly experienced accountant working at or above manager level with a specialist interest and skillset in the provision of VAT advice and compliance services?
Are you ready to start working with at Director level with one of the most respected firms of accountants in Oldham?
Are you CTA, ACA or ACCA qualified with significant practice experience and a desire to lead a cohesive and productive team at an enhanced level?
As an IFA administrator you will provide all 'Pre' and 'Post' advice administration support including engagement letters, letters of authority, setting up and maintaining client files, obtaining valuations and illustration reports, obtaining quotes and processing new business, transfers and withdrawals.
This is a fantastic opportunity for someone who's already supporting Financial Advisers to work with a fantastic business, increase their knowledge and experience and have opportunities to further their career in the future.
An award winning Independent Financial Advisers in Bury are seeking a new Client Services Executive to assist the team in providing administrative support to their advisers.
Their own Charitable Foundation helps support the community, and internally they provide training and support so that you can develop and progress within the business.
As a company they have just as much of a commitment to the community as they do their employees.
On behalf of a well-established and professional client, Reward Recruitment is looking for a Client Services Administrator to join their team, who will play a leading role in organising and supporting the firm's Advisers.
The right candidate must be able to work within a small team and have the confidence to deal directly with clients and providers.
This individual must have self-motivation and the determination to succeed in this role, be detail-focused, have a willingness to learn, and have a "can do" attitude.