Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
Posted by Robinson Financial Careers • £28K/yr to £40K/yr
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
Report writing will be an essential part of the role.
Greenwell Gleeson are pleased to be working exclusively with a fast growing SME business based in Stourbridge.
This £3m turnover, family feel company are set to be hitting double figures by the end of this year and are now looking for a forward thinking and passionate finance Controller who can work closely with the Managing Director.
Responsibilities
Overall Responsibility for control of Accounts Dept.