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.
Posted by Artemis Recruitment Consultants Ltd • £23K/yr to £27K/yr
General
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton.
Responsibilities
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information.
A growing business is looking for a client relations / customer service focussed Assistant / Associate with proven experience in a Wealth Management, Banking, Fund, Investment, Insurance, Trust, Loan, Portfolio, Risk or similar financial services business.
The successful candidate will be responsible for making client appointments, preparing and distributing client meeting packs, answering and logging all client calls, inputting CFR documents on Salesforce, processing fund switches / rebalances & withdrawals, preparing business submission documents, liaising with the Paraplanning team as well as ensuring GDPR & FCA protocols are adhered to.
This is an office-based role located on the Shropshire / Staffordshire / West Midlands border.
We have been asked to recruit for a Client Services Administrator for a company based in Wolverhampton.
Day to day you'll report into the Administration Lead, ensuring that client appointments are managed properly, and all necessary pre and post meeting actions are completed to the highest standard.
The company has been providing wealth services for over 20 years and is one of the largest practises in the country.
Posted by ALH Recruitment Ltd • £35K/yr to £45K/yr
The successful candidate will be responsible for working closely with the Paraplanning Lead in the research, preparation and drafting of compliant client reports, to assist in the provision of excellent client advice.
ALH Recruitment are looking for an experienced Paraplanner to step into an exciting opportunity with a well-established client of ours in Wolverhampton with immediate effect.
Our client is a boutique Financial Advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and some protections.
Full study support to Level 4 Diploma, full training, and study support
Day to day you'll report into the Paraplanning Lead, providing technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and products.
We have been asked to recruit for a Paraplanner for a company based in Wolverhampton.
The company has been providing wealth services for over 20 years and is one of the largest practises in the country.