Client Support: Assist financial advisors in preparing client meetings, including gathering necessary documentation, organising client files, and scheduling appointments.
General
Join an award-winning financial services firm dedicated to providing exceptional financial planning and investment management services to clients!!!!
With a commitment to excellence and a client-centric approach, they pride themselves on delivering personalised solutions tailored to each individual's financial goals and aspirations.
A job with excellent growth prospects and a clear progression path to earning more money?
Are you looking for a new and exciting opportunity ?
We are seeking enthusiastic and creative individuals to join our team as After School Club Assistants to help deliver our coding, animation, and robotics clubs at primary schools.
The firm is an IFA company who have many paths for growth, whether that's to mortgage advice in the future, or moving to the wealth side of the business.
This role is for those who have experience as a mortgage administrator and are looking for a new home within a growing business.
The firm is a smaller sized wealth business based in the South Birmingham area.
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Benefits
Enjoy supplemented meals during duty hours for your convenience.
Convenient on-site parking facilities provided at no cost to you.