- Provide quality Investment Advice in accordance with current regulations and within the firms standards and procedures
- Maintain the existing HNW client book and retaining excising clients
- Building and maintaining a strong network of professional connections
- Identify and make suggestions to the Investment propositions and make recommendations
- The successful candidate will either be a qualified Financial Adviser with demonstrable experience of maintaining and developing solid client relationships & professional networks within the Financial Advice space, either way you'll have a minimum of 3-4+ years working within the arena. You will ideally have a client base, which you'll be able to bring across to the firm (discusions can be had with regrds to your current client bank).
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Financial Planning Administrator
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MB Fitzgerald Leeds, United Kingdom**Financial Planning Administrator - Leeds - Salary to £27,500 plus Bonus and Benefiits (potentially negotiable)** · An award-winning Financial Planning practice based with multiple offices across the UK are currently in the market to recruit a Financial Planning Administrator to ...
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Idex Leeds, United KingdomWe are working with a Financial firm based in Leeds who are looking to recruit their next Financial Planning Administrator. · Our clients are well established and are looking for an experienced Financial Planning Administrator who can join their growing team. · **Key Duties and R ...
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Idex Leeds, United KingdomMy client is successful and highly respected Wealth Management Practice in Leeds. They are currently looking for an experienced Financial Planning Assistant to join their team. · Role: · - Maintain core systems ensuring that all tasks are carried out and completed in line with co ...
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Walker Crips York, United Kingdom**Aim and Purpose of the Role: · To promote and provide a high-quality service to new, existing individuals and group corporate clients. The role will require you to work closely with and to support managers, fellow administrators, paraplanners and financial planners in their wor ...
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Lime People Search & Select Ltd Harrogate, North Yorkshire, United Kingdom Temporary, Full timeMy client is a leading Investment Management & Financial Planning firm based in Harrogate, providing sound Financial Advice and Wealth Management including Investments, Pensions, Retirement Planning. · We are urgently seeking an experienced Financial Planning Administrator to joi ...
Financial Planning Administrator - Harrogate, North Yorkshire, United Kingdom - Lime People Search & Select Ltd
Description
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.
You will be responsible for managing a HNW book of clients and responsible for developing new business.Meet potential new clients to ascertain their current and future financial planning needs
You will have a Diploma in Regulated Financial Planning at the minimum, a desire to become Chartered would be an advantage.
A great salary package will be offered coupled with a great bonus scheme, which will be dependant upon your skills, previous experience and current qualifications.
The role would suit an Adviser whom is seeking to transition across from self-employed to an employed position#