Posted by Capio Recruitment Financial Planning • £35K/yr to £45K/yr
We are currently working with a boutique Financial Planning firm based near Wolverhampton.
Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.
The opportunity entails providing technical support to the Advisors and Directors in informing and advising on financial planning factors as well as utilising suitable plans and products.
Posted by Ellis James Partners Limited • £25K/yr to £27K/yr
Overview
A leading IFA in Wolverhampton is seeking an experienced Client Services Administrator with previous experience in a similar role.
SJP experience is desirable.
General
The successful candidate will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.