A very reputable and long established Wealth & Investment Management organisation with offices in North Yorkshire and London are now seeking an experienced Consultant to join their York City Centre Team due to a forthcoming retirement. The purpose of the role will be to provide professional advice to a portfolio of SSAS & SIPP clients as well as providing some Wealth Financial Planning advice.
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A professional Wealth Management Practice who offer Corporate and Individual Financial Planning advice and are part of a National Wealth Management Organisation are now seeking an experienced Financial Services professional individual to join their small team based in a beautiful location between Scarborough and York, the office is exceptional and provides an excellent base.
more info...on this Financial Adviser (Wealth Management) job in North Yorkshire
A professional Wealth Management Practice who offer Corporate and Individual Financial Planning advice and are part of a national Wealth Management organisation are now seeking an experienced Financial Services professional individual who is looking for the next step in their career and would like to progress to Consultant Level. You will join their small team based in a beautiful location between Scarborough and York, the office is exceptional and provides an excellent base.
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A reputable IFA Practice based in a well sought after bustling village to the East of Leeds are now seeking experienced IFA's to join their existing long-established team of 9 consisting of 5 IFA's and 4 Mortgage Advisers. As well as having the IFA Practice they have very strong connections with an Insurance Broker and a Will Writing Service. My client very much pride themselves on offering a great team environment to work in, although being self-employed the existing team have worked together for numerous years within the industry and they are extremely keen to retain the team working environment. There is a client base to actively work on however my client do require someone who already has some clients/connections to bring. It has been stressed that when moving your existing client base across this transition will be smoothness and won't affect or stop your earnings whilst the transaction is taking place. My client offer the full use of their office and office/business equipment (including business cards etc,)full compliance and administration support who will also chase your business and manage the pipeline, plus very importantly the opportunity to work together and work within a team environment therefore your business will be managed whilst you take annual leave etc, My client do look at each potential candidate on an individual basis and will tailor a package to suit your needs however a typical package is very attractive and will certainly be a competitive one within the current market place.
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Located within the Leicestershire region a highly successful Financial Planning and Legal Practice are now seeking an experienced Independent Financial Adviser to provide professional Financial Planning advice to HNW clients who have surplus funds in excess of £200k on whole of the market regulated products including Investments, Pensions, Protection and Tax related products. The position will very much be office based however there will be a requirement to carry out external appointments depending on the clients' requirements and needs.
more info...on this HNW IFA (Legal Practice) job in Leicestershire