My client is a leading firm within their sector and specialise in offering Independent Financial Advice to both Corporate, Individuals & High Net Worth (HNW) Clients.We are currently seeking experienced qualified (Financial Planning Certificate / Diploma Qualified) Independent Financial Adviser to join a growing team of Employed Advisers within the Leeds offices. You will be responsible for working with clients to provide Independent Financial Advice on a rage of Investment based products ...
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses.We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability ...
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.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...
Employed Financial AdviserMy client is an expert Financial Planning firm, specialising in Pensions, Investments, Mortgages, Life, Health and Critical Illness Insurances, dealing with both Individuals and Busineses throughout the UK.Due to company acquisition and expansion we are seeking a number of additional experienced Financial Advisers to assist the firm in generating profitable business from existing HNW client banks. The role could be based in the Harrogate offices, or elsewhere. You will ...
My client are an well reputable Investment Management & Financial Planning firm based in the North Leeds areas. Providing a full Financial Planning service to both individuals and businesses.We urgently require a Paraplanner / Trainee Paraplanner to join an existing team supporting the Financial Advisers of the business to both research new products and also writing detailed technical compliant suitability reports for clients.The main purpose of the role is: * To provide a highly technical ...
Qualified Social Worker - Children's Services - Bradford - 35phMbi Medical are pleased to be working with Bradford Council. They are looking for a Senior Social Worker to work in their Children's Services.Job Purpose- To safeguard children including those at significant risk of harm, assess and manage risk and undertaken critical decision making including taking professional responsibility for decision making- Contribute to the provision of Social Care Services in the Community and other ...
Are you due to finish your degree shortly? Would you be interested in a role within sales?Does a sales role in the technical property consultancy sector interest you, then please read on.TSA Surveying are currently looking to recruit a Graduate Recruitment Consultant to join our established team which specialises in recruiting to the property consultancy sector on both a permanent and temporary basis.TSA Surveying is an independently owned specialist consultancy based in Kirkstall. With 20 years...
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of ...
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.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 ...
My client is a leading Investment Management & Financial Planning firm based in Central Leeds, managing clients money and providing sound financial Advice to both businesses and individuals covering Discretionary Investment Management & Financial Planning.We are urgently seeking a Junior Financial Adviser, ideally someone who has recently qualified or very nearly qualified with their Level 4 Diploma in Financial Advice / Planning and looking to take their first step into Advice.Specific ...