To provide business support to Financial Advisers, working within the agreed business objectives.
General
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
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 holistic support to a Financial Advisers and paraplanning team.
We are looking for a skilled administrator to provide a high level of support to our Tenders team in the renewal of existing business and winning new business.
This is an exciting opportunity for someone with excellent administration skills to join our successful Bid and Tenders team.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
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 holistic support to a Financial Advisers and paraplanning team.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
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 holistic support to a Financial Advisers and paraplanning team.
Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in the West Midlands.
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.