We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
Posted by Blakemore Recruitment • £20K/yr to £30K/yr
This would be supporting one Financial Adviser and Paraplanner
We are currently recruiting for a Financial Planning practice based in Deddington who are looking to recruit a Part-Time IFA Administrator to join their team.
Posted by Blakemore Recruitment • £25K/yr to £27K/yr
We are currently recruiting for a boutique Wealth Management firm in North Leigh who are looking to recruit a Financial Planning Administrator
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Primarily prepare for client meetings, manage and process all aspects of pre-sale and post-sale administration to ensure cases are chased through pipeline as quickly as possible.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?