Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Wakefield.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Join a Wealth Management company with excellent prospects, and benefits, including a generous pension scheme, performance-based bonuses, private medical insurance, and more.
You'll provide comprehensive administrative support to advisors and maintain regulatory compliance.
The ideal candidate is detail-oriented and eager to learn and develop professionally.
This firm hold an excellent position in the market and this role will involve supporting two financial planners, this role will handle end to end administration supporting the client journey in the life cycle of Financial Advice.
Recruit UK is working with a Wealth Management firm in Leeds who is seeking a Client Administrator.
There is ample opportunity to carve out a career within Financial Planning - including qualification support towards becoming Diploma qualified (CII).
They are currently seeking to appoint an experienced whole of market mortgage advisor to work from home either over the phone or virtually advising on quality pre-qualified appointments.
Please note this is a self-employed role.
Our clients are a is a newly established whole of market mortgage brokerage and are the trading style of a long-established IFA firm.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Wealth Advisors to work remotely on a self-employed basis.
You will have access to an orphan client bank of existing clients.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
My client is a Independent Financial Advisory firm, specialising on advising both businesses and individuals on aspects of Financial Planning including Investments, Pensions, Retirement Planning, Mortgages and on the Corporate side Employee Benefits, Pensions, Corporate Protection and Finance.
Due to this we now have a need to employ a Financial Adviser who will gradually take over around 150-200 clients from the principal fee earner of the business over the next year.
My client is currently going through a company restructure due to implementing an Employee Ownership Trust (EOT) later in 2023, the purpose of this will be to transfer ownership of the company to the employees of the business.
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?