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.
Posted by Financial Divisions • £40K/yr to £45K/yr
Paraplanner with a route to being an Adviser - Boutique Wealth Management Firm - Wolverhampton office - Basic salary £45k - Full study support to Chartered status
My client is a boutique independent 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 Recruitment Solutions (Folkestone) Limited • £25K/yr to £29K/yr
An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.
A leading, reputable wealth manager currently requires an experienced Client Support Assistant / Administrator, to join it's vibrant and friendly team.
An exceptional package with genuine career progression.
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 • £40K/yr to £45K/yr
We are recruiting a Paraplanner for our client who is a boutique financial advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on, investments, retirement planning, trusts, mortgages tax planning and pensions.
The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions.
This will be a great move for you as a Paraplanner if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.