Company: Lime Search & Select Ltd
My client is a fast-growing Wealth Management / Financial Planning firm which provides professional, face-to-face financial advice to clients throughout the UK, founded by an experienced team with a passion for excellent client experience and effective service delivery. We are looking to recruit a Client Support Executive. In this position, you’ll be responsible for the [...]Read More... from Client Support Executive See details
My client is a successful Investment Management & Financial Planning firm based in Harrogate, providing sound financial advice to both businesses and individuals across the UK. We are urgently seeking an experienced Compliance Executive who will assist the Compliance Officer with all aspects of the Group’s compliance and risk management processes. Specifically, you will: Work [...]Read More... from Compliance Executive See details
My client is a leading Independent Financial Advisory firm based in Leeds, providing sound Financial Advice to both businesses and individuals surrounding Pensions, Investments, Retirement / Estate planning. We urgently require a PA to support the Directors of the business. You will be responsible for: Managing the directors diary to a professional standard. Monitoring the [...]Read More... from Personal Assistant (PA) See details
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business, my client is now seeking to segment their [...]Read More... from Investment Manager See details
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business, my client is now seeking to segment their [...]Read More... from Investment Manager See details
My client is an Independent Financial Advisory firm specialising in providing businesses and individuals with sound Financial Planning Advice across Pensions, Investments & Retirement Planning, with a total of 8 Financial Planners with combined £290m of assets under management, which is constantly growing. To improve the business, my client is now seeking to segment their [...]Read More... from Investment Manager See details
My 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 a part-time (Mon – Fri 1pm – 5pm) Finance Administrator to assist with the smooth running of the cash department and its processes and to [...]Read More... from Finance Administrator (Part-time) See details
My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning, and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning. We are urgently seeking a Chartered Financial Adviser to join [...]Read More... from Chartered Financial Adviser See details
My client is a leading Investment Management & Financial Planning firm based in Central Sheffield, 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 with their Diploma in Financial Advice [...]Read More... from Trainee Financial Adviser See details
My client is a small Chartered Financial Planning firm based in London EC1, providing businesses and individuals with sound Financial Planning Advice surrounding Pensions, Investments, retirement & Estate Planning and Mortgages. We are urgently seeking a Mortgage & Protection Administrator, who will work closely with the firm’s Mortgage Adviser to support the existing client bank [...]Read More... from Mortgage & Protection Administrator See details
