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Brevere Group
Chesterfield
Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in Norfolk? Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser in Norfolk. The success
Job Source: Brevere GroupWillow Resourcing Limited
Doncaster, England, United Kingdom
Compliance Manager Wealth Management Location: Doncaster (Hybrid) Salary: £45k - £60k + benefits Stuck in a rut? Frustrated in a business with no clear desire or plans for growth? Is it time to join a business as ambitious as you? This wealth management firm has ambition, there’s no doubt about that. Although still a small firm, they are geared
Job Source: Willow Resourcing LimitedNetworking People (UK) Limited
Sheffield
Tax Manager Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants. Permanent Role Salary Range: £75,000 - £90,000 UK - Flexible Hybrid Working Locations NP Group are working closely with an established Financial Services and Advisory organisation with a wealth or expertise around
Job Source: Networking People (UK) LimitedVision-FS Recruitment
Sheffield
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Sheffield| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a national business, offering Financial Advice, Wealth
Job Source: Vision-FS RecruitmentSewell Wallis
Rotherham, England, United Kingdom
We are exclusively partnering our client, a long standing, reputable Financial Services Business based in Rotherham for their search for a Sales Manager to lead their Bridging and Commercial loans department. This is a great opportunity to join an already well-established business during an exciting period of growth. They’re looking for a well net
Job Source: Sewell WallisINTEGRO PARTNERS LTD
Doncaster
Financial Adviser DONCASTER and surrounding areas £45,000 + Benefits OTE £80,000 Start May 2024 Job Summary A professional financial adviser, who can offer expert advice on suitable investments, private pensions, tax planning, and insurance products and provides a valuable service to work with our established client base. Financial Adviser
Job Source: INTEGRO PARTNERS LTDSewell Wallis
Rotherham
We are exclusively partnering our client, a long standing, reputable Financial Services Business based in Rotherham for their search for a Sales Manager to lead their Bridging and Commercial loans department. This is a great opportunity to join an already well-established business during an exciting period of growth. They're looking for a well netw
Job Source: Sewell WallisVision-FS Recruitment
Sheffield
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider of financial education in the workplace supported
Job Source: Vision-FS RecruitmentSheffield
Wealth Manager
Sheffield
Permanent
Meraki Talent’s client is currently looking for a talented Financial Planning professional to join them as a Wealth Manager. Our client is a leading Global Bank which has a highly successful Wealth offering embedded within their business. Within Wealth & Personal Banking they support millions of individuals, families, business owners and investors with their banking, mortgage, savings, investments, insurance and wealth management needs. As a Wealth Manager you will manage and support an existing portfolio of high value customers in the mass-affluent channel. You will become a trusted advisor to the customers providing holistic financial planning advice and supporting them through life’s key events such as estate planning, university fees, retirement planning and investments. Due to the well-oiled referral mechanisms from the wider Bank and access to customer data analytics you do not have to spend lots of time canvassing for new business as there is an existing client base and plentiful referrals. The role operates on an hybrid basis, but is more office centric as the client base tends to wish to do their review meetings in branch whilst tending to their wider banking needs. For the role my client is seeking applications from experienced Financial Advisers who hold competent adviser status and a minimum level 4 qualification. Due to the higher value nature of the clients any experience in Pension Transfers and Estate/IHT Planning would be preferred. In return you will receive a good salary, excellent pension, generous car allowance to choose a nice car from and annual bonus. The firm offer wide career options and a structured career path to follow in what is a stable and rewarding environment.
Wealth Manager jobs in Sheffield
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