Posted by Robinson Financial Careers • £28K/yr to £40K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
Report writing will be an essential part of the role.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Posted by Hays Specialist Recruitment Limited • £35K/yr to £55K/yr
Your new company
Well-established independent firm seeking to recruit a Tax Specialist for a role offering a real mix of tax work and clear scope to develop your advisory exposure.
This is an excellent opportunity for a Paraplanner, or someone who's looking to upskill as a Paraplanner, to join a well-established financial planning company that offer holistic independent financial advice.
Job Description
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
Are you a dynamic and client-focused professional with a passion for leading highly successful teams to offer a loyal client portfolio exceptional levels of service and technical outcomes?
Client Manager Accountant Job Vacancy
We're delighted to be working with a thriving firm of accountants in Kingswinford who are seeking a talented individual to join their team as a Client Manager.
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank.
The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.
Posted by Addington Ball Recruitment Ltd • £70K/yr to £80K/yr
No other tax opportunity compares to this offering!
In a nutshell, this opportunity is highly varied along with clear progression routes to Partner level if desired, where you can challenge the status quo and seek to embrace new ways of working.
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?