Financial Services Professional

1 week ago


Sheffield, Sheffield, United Kingdom Andy File Associates Limited Full time

Job Opportunity with Andy File Associates Limited

About the Role

We are seeking a highly experienced and enthusiastic Financial Advisor to join our team at Andy File Associates Limited. As a Financial Advisor, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals.

Key Responsibilities

  • Provide financial planning advice to clients, including pension and investment planning
  • Develop and maintain a strong client base, generating new business opportunities
  • Work closely with our client's existing clients to provide ongoing service and support
  • Contribute to the growth and development of our client's business

Requirements

  • Level 4 Diploma in Financial Planning
  • Competent Adviser Status
  • Up-to-date Statement of Professional Standing
  • Proven track record of converting business opportunities
  • Good working knowledge of pensions and investments

What We Offer

  • Salary of £35,000 - £50,000 subject to experience and qualifications
  • Holiday pay, phone, laptop, and bonus structure
  • Office-based role with travel to meet clients
  • Self-employed option available
  • Employer-funded pension scheme
  • Company car (option)
  • Flexi-time for evening appointments
  • 25 days holiday plus bank holidays

About Our Client

Our client is a highly respected, regional IFA firm with a large client bank. They are committed to providing excellent service and support to their clients, and are looking for a top performer to join their team.



  • Sheffield, Sheffield, United Kingdom deVere Group Full time

    About the RoledeVere Group is a leading provider of financial services, dedicated to delivering personalized, independent financial advice to our clients. We are seeking an experienced Financial Services Professional to join our team as a Senior Investment and Wealth Manager.Key ResponsibilitiesBuild and develop a portfolio of high net worth clients,...


  • Sheffield, Sheffield, United Kingdom deVere Group Full time

    About the RoledeVere Group is a leading provider of financial services, dedicated to delivering personalized, independent financial advice to our clients. We are seeking an experienced Financial Services Professional to join our team as a Senior Investment and Wealth Manager.Key ResponsibilitiesBuild and develop a portfolio of high net worth clients,...


  • Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    Job Summary:We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. As a key member of the financial services team, you will be responsible for providing administrative support to financial planners and clients.Key Responsibilities:Process new business applications across key financial products, ensuring accurate and...


  • Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    Job Summary:We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business applications across key financial...


  • Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    Job Summary:We are seeking an experienced IFA Administrator to join our client's team on a permanent basis. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business applications across key financial...


  • Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Sheffield. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business applications...


  • Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    IFA Administrator OpportunityWe are seeking a highly organized and experienced IFA Administrator to join our client's team in Sheffield. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business applications...


  • Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    Job Summary:We are seeking an experienced IFA Administrator to join our client's team in Sheffield. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business applications for key financial products, ensuring...


  • Sheffield, Sheffield, United Kingdom Taylor James Professional Recruitment Full time

    Job Summary:We are seeking an experienced IFA Administrator to join our client's team in Sheffield. As an IFA Administrator, you will play a crucial role in supporting the financial planning team with administrative tasks, ensuring the smooth operation of the business.Key Responsibilities:Process new business applications for key financial products, ensuring...


  • Sheffield, Sheffield, United Kingdom Edward Jacobs Full time

    About the RoleWe are seeking a highly experienced and motivated Senior Accountant with a strong background in accounting as well as experience working in a professional services setting. This position will be responsible for overseeing all aspects of accounting and financial management, including financial reporting and budgeting.Key ResponsibilitiesWork in...


  • Sheffield, Sheffield, United Kingdom Edward Jacobs Full time

    About the RoleWe are seeking a highly experienced and motivated Senior Accountant with a strong background in accounting as well as experience working in a professional services setting. This position will be responsible for overseeing all aspects of accounting and financial management, including financial reporting and budgeting.Key ResponsibilitiesWork in...


  • Sheffield, Sheffield, United Kingdom Nobul Resourcing Solutions Full time

    Job Title: Financial Management ProfessionalWe are seeking an experienced Financial Management Professional to join our team at Nobul Resourcing Solutions. As a Management Accountant, you will play a pivotal role in our finance team, working closely with our clients to provide expert financial guidance and support.Key Responsibilities:Monthly Financial...


  • Sheffield, Sheffield, United Kingdom Nobul Resourcing Solutions Full time

    Job Title: Financial Management ProfessionalWe are seeking an experienced Financial Management Professional to join our team at Nobul Resourcing Solutions. As a Management Accountant, you will play a pivotal role in our finance team, working closely with our clients to provide expert financial guidance and support.Key Responsibilities:Monthly Financial...


  • Sheffield, Sheffield, United Kingdom Edward Jacobs Full time

    About Edward JacobsWe are a leading accounting firm based in the UK, providing high-quality services to our clients. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients.About the RoleWe are seeking a highly experienced and motivated Senior Accountant to join our team. As a...


  • Sheffield, Sheffield, United Kingdom Edward Jacobs Full time

    About Edward JacobsWe are a leading accounting firm based in the UK, providing high-quality services to our clients. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients.About the RoleWe are seeking a highly experienced and motivated Senior Accountant to join our team. As a...


  • Sheffield, Sheffield, United Kingdom Edwards & Pearce Limited Full time

    Job Opportunity:We are seeking a highly skilled and experienced Senior Accountant to join our team at Edwards & Pearce Limited. This is an exceptional opportunity for a qualified candidate looking to take their career to the next level.The Role:Prepare and review financial statements for Limited companies, ensuring accuracy and compliance with regulatory...


  • Sheffield, Sheffield, United Kingdom Edwards & Pearce Limited Full time

    Job Opportunity:We are seeking a highly skilled and experienced Senior Accountant to join our team at Edwards & Pearce Limited. This is an exceptional opportunity for a qualified candidate looking to take their career to the next level.The Role:Prepare and review financial statements for Limited companies, ensuring accuracy and compliance with regulatory...


  • Sheffield, Sheffield, United Kingdom Edwards & Pearce Limited Full time

    Job OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Edwards & Pearce Limited in Sheffield. This role offers a chance to take on new challenges and advance your career.The Role:This is an exciting opportunity for a qualified accountant to join a reputable firm in Sheffield. As a Senior Accountant, you will have the chance to...


  • Sheffield, Sheffield, United Kingdom Edwards & Pearce Limited Full time

    Job OpportunityWe are seeking a highly skilled Senior Accountant to join our team at Edwards & Pearce Limited in Sheffield. This role offers a chance to take on new challenges and advance your career.The Role:This is an exciting opportunity for a qualified accountant to join a reputable firm in Sheffield. As a Senior Accountant, you will have the chance to...


  • Sheffield, Sheffield, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    Job Title: Paraplanning ProfessionalLocation: SheffieldSalary: £35,000 to £37,000 Plus quarterly bonusBenefits:Competitive salary rangeParticipation in Bonus SchemeGenerous 8% non-contributory pension schemeCity Centre Parking ProvidedHybrid working optionsOpportunity for professional development and career growthAbout the Company:Our client, a leading...