My client is a long standing and reputable Mortgage Broker firm committed to providing tailored mortgage and protection solutions to their clients.
They specialise in delivering free, impartial, personalised advice and exceptional service to help individuals achieve their homeownership and financial security goals.
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path.
As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
City & Capital are currently representing a highly respected financial planning & wealth management business who are actively looking to appoint a proactive & professional Client Services Executive to their growing team, at an exciting time.
Our client is on an exciting growth trajectory & offers integrated & specialist advice for both corporate & private clients with a range of holistic products, financial planning and wealth management services.
The business offers a fantastic culture for growing professionals in the space, due to their strong capacity to develop staff and to assist them with the growth of their careers.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield.
Job Description
Are you a Financial Planning Administrator seeking your next role in Financial Planning?
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.