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.
Posted by Proftech Talent Ltd • £35K/yr to £45K/yr
Our client is looking for a dedicated Product Expert for their new ERP system, which is supplied by industry leaders Epicor, to join the team.
This role will be instrumental during both the pivotal implementation phase and the vital period of ongoing system usage post-deployment.
They are committed to providing comprehensive training, enabling you to become an adept user and teacher of these platforms, equipping you with the knowledge to train others effectively.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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 a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
Our well-established client based in the Tamworth area are currently recruiting for a Full Time Customer Service Advisor to join their team on a temp to perm basis.
You will be working full time hours, Monday to Friday on a rotating shift pattern - 8am - 4pm, 9am - 5pm, and 10am - 6pm.
Main duties include
Handle incoming telephone calls and assist customers with their enquiries.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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 a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?