Job offers for Financial Adviser jobs in Wakefield

09/04/2024 | Fulltime | Wakefield | CV-Library | £35,000 - £40,000 / Year Level 4 Diploma qualified candidate (CII preferred), with 1+ years experience in a Paraplanning role for an Independent Advisory firm, the ability to deal with all aspects of financial advice (pensions, investments, protection, IHT and wider tax planning etc). It would be to your advantage if you

04/04/2024 | Fulltime | Wakefield | CV-Library | £30,000 - £40,000 / Year Of the role is handled by a separate team. Minimum requirements for this Paraplanner position - Level 4 diploma qualified (CII strongly preferred) - 1+ years’ recent experience in a paraplanning role - Ability to deal with all aspects of financial advice including Pensions, Investments and IHT A higher

22/03/2024 | Fulltime | Wakefield | CV-Library | £50,000 - £55,000 / Year Management experience and ability to develop and ‘grow’ sales executives. - Good market analysis, financial and budgeting skills - Target and results orientated ambition - Excellent communication and presentation skills - Ability to play a senior role in the effective operations of the sales team - Impetus

04/01/2024 | Fulltime | Wakefield | CV-Library | £18,000 - £26,000 / Year For providing Administrative support to the network of IFA's (Financial Advisers) including processing and monitoring of new business applications, inputting advisor fee information onto internal systems, creating and managing client records, keeping client database up to date, communicating with clients