Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.
This role offers a structured pathway to becoming a successful independent financial adviser.
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme?
Starting as a support administrator, you'll gain hands-on experience while building essential knowledge in financial products, investment strategies, and client relationship management.
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.
Posted by The Burford Recruitment Company • £50K/yr
Due to growth, they are looking for a motivated and ambitious Trainee Financial Adviser to join their experienced team.
With a reputation for delivering tailored financial advice to a wide range of clients, they take pride in their client-centric approach, helping individuals achieve their financial goals.
The Burford Recruitment Company are working with an established, independent Financial Planning firm based in Witney, Oxfordshire.
Our client is a national Wealth Practice, with offices throughout the UK.
The currently have a requirement for an experienced Paraplanner, looking to develop their financial career by joining a Market Leading Wealth Management Company, within an established and successful team.
This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team.
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 Oxford area.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?