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Employed Financial Adviser
1 week ago
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 employees of the business.
Due to this we now have a need to employ a Financial Adviser who will gradually take over around (Apply online only) clients from the principal fee earner of the business over the next year.
The majority of the clients are coming from the Group Pension Schemes the company Advises you would need to have strong Pensions and Investments knowledge including income drawdown strategies.
We would be seeking a qualified (Full Certificate in Financial Planning / Diploma Qualified FPC, CII Diploma etc) Financial Adviser with around 2-5 years experience working in an Independent Financial Advice role.
The starting salary for the role will be c£40k, with Pension (after 3 months), 4 x DIS (after 6 months), PMI (after 6 months), 20% New Business Bonus (with no threshold) & £45 / month travel expenses.
You must have excellent communication skills both written and verbally. The successful applicant will be a beneficiary of the Trust and have the opportunity to benefit from potential profit share and also any event on the future sale of the business #J-18808-Ljbffr-
Employed Financial Adviser
1 week ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Employed Financial Adviser
1 month ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Employed Financial Adviser
3 weeks ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Employed Financial Advisor
1 week ago
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Trainee Financial Adviser
1 week ago
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Independent Financial Adviser
1 week ago
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Trainee Financial Adviser
1 week ago
Leeds, Leeds, United Kingdom Lime People Search & Select Ltd Full timeMy 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...
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Trainee Financial Adviser
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Financial Planning Administrator
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Mortgage Advisor Employed
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Financial Planner
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Adviser Development Manager
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Trainee Mortgage Adviser
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Mortgage Adviser
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