Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK, who are private equity backed for further expansion and acquisition.
Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services.
This advisory role (newly created) is located out of their Leeds offices and wider West Yorkshire areas (one of 42 national hubs and still acquiring) servicing existing clients as well as building on new client activity.
Recruit Wealth are recruiting nationally for an award winning advisory name, who offer specialist financial well-being and retirement advice to workplace individuals.
Their regulated financial advice helps clients understand their financial situation, whether they're saving for future retirement or selecting other financial plans.
The business looks after hundreds of household names (Private & Public Sector) and their employees across the UK.
Part of a larger group, this growing wealth management arm of the business has an opportunity to come inherit a client bank of around 100 families with circa £110k ongoing, and ample new business opportunities to further impact earnings.
The Company: An exciting Employed Financial Planner opportunity working for a highly ambitious IFA business based in South Leeds.
Posted by Lime People Search & Select Ltd • £20K/yr to £25K/yr
We are seeking a Junior / Apprentice Investment / IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
My client is an Independent Financial Advisory firm, specialising in Financial Planning and Wealth Management, providing financial solutions that are tailored to the clients needs.
You will ideally have a 1-2 years of Office Administration experience, ideally within the Financial Services industry.
Vacancy: The successful applicant will be responsible for managing a portfolio of high net worth and ultra-high net worth individuals and families, and leading on delivering advisory project work.
We are currently recruiting for a leading firm of Chartered Accountants and Advisers in Leeds for a Personal Tax Senior Manager.
In particular, the portfolio includes a large number of clients with significant land and rural interests, comprising both landed estates and trusts.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
IDEX Consulting are working in close partnership with a Private Bank who require a Wealth Manager to join their Leeds offices.
This is an exciting period for the office as the successful candidate will have access to established, HNW clients to immediately begin building your own personal relationships with.
Along with this, the existing Directors within the office are having fantastic success on-boarding new clients via their extensive external networks.
The Company: A high-performing Partner Practice level SJP firm based in Central Leeds looking to add an industry experienced Financial Services Administrator to their adviser support team.