Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in the West Midlands.
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
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 holistic support to a Financial Advisers and paraplanning team.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
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 holistic support to a Financial Advisers and paraplanning team.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
Are you a financial planning administrator, looking for a new role in a close-knit team supporting the MD and paraplanners?
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 holistic support to a Financial Advisers and paraplanning team.
Our well-established client based in the Tamworth area are currently recruiting for a Full Time Customer Service Advisor to join their team on a temp to perm basis.
You will be working full time hours, Monday to Friday on a rotating shift pattern - 8am - 4pm, 9am - 5pm, and 10am - 6pm.
Main duties include
Handle incoming telephone calls and assist customers with their enquiries.