Our clients are a well-established independent firm.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.
As a valued member of our supportive and friendly Finance Team, our Credit Controller will become part of a team of experts, and will manage 800 customers across three main debtor ledgers.
Are you an outstanding communicator with strong numerical and analytical skills, highly organised, well planned and a positive team player?
Your strong work ethic and great team spirit will be a perfect addition to our business.
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.
Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business.
Posted by Pertemps Dudley West Brom Perms • £24K/yr to £27K/yr
A new opportunity to join this growing business and be part of this dynamic team.
This role would really suit someone that prides themselves in delivering an efficient level of customer service.
You will have experience within an office-based role, ideally engineering or a manufacturing sector, and used to working efficiently in a fast-paced environment.