This is an excellent opportunity for either a self-employed financial adviser, that is looking for great overall support with branding, leads, back-office support, local professional introducers in the West Midlands and slick back-office systems.
Job Description
Recruit UK are recruiting for self-employed advisers to join a growing financial planning practice, based in the West Midlands.
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
To build and maintain good relationships with the local authority.
The Company
Juniper are an innovative, flexible and experienced provider in delivering training solutions to individuals and businesses in Wolverhampton and throughout the Midlands.
We are listed on the Governments Register of Apprenticeship Training Providers and are rated as GOOD by Ofsted in all areas of provision.
This Partner Designate job in Stourbridge is a fantastic opportunity for a talented accountant with a proven track record of managing a significant client portfolio and leading a team of junior and senior professionals.
Are you a strong communicator, proactive problem solver, and confident networker?
Can you deliver an impressive accounting skillset to a dynamic team, championing service excellence and driving business growth?