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.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
Our clients are a well-established independent firm.
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.
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.
Our machines are used by over 10,000 customers in over 140 countries worldwide, this has enabled us to establish a global revenue in excess of £300 million - as the Technical Advisor you will be working with some of those 10,000 customers.
We are a leading multinational Hot Beverage solutions provider, providing a comprehensive range of coffee machines to the OOH, HoReCa, and vending markets.
Posted by Financial Divisions • £35K/yr to £45K/yr
Paraplanner with a route to being an Adviser - SJP experience required - Wolverhampton office - Basic salary £35k - £45k - Full study support to Chartered status
My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.
Posted by Financial Divisions • £35K/yr to £45K/yr
Paraplanner with a route to being an Adviser - Wolverhampton office - Basic salary £40k - £45k - Full study support to Chartered status
My client is a boutique financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.