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.
Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?
Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?
If so, then we have the perfect opportunity for you!
Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.
As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising with advisers, providers, administrators and directors.
Role Responsibilities
Produce Suitability reports as required by the Managing Director /Practice & Compliance Director.
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?
With clients at the heart of all we do, our people, knowledge and technology power our connected ecosystem of health, safety and security solutions and services.
More than 13,000 colleagues in 40 countries are focused daily on our purpose to help make your world a safer place and our commitment to deliver an unparalleled client experience.
Securitas Technology is a world-leading provider of integrated security solutions that protect, connect and optimise businesses of all types and sizes.