Posted by Capio Recruitment Financial Planning • £60K/yr to £65K/yr
A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
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.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Report writing will be an essential part of the role.
Posted by IDEX Consulting Ltd • £60K/yr to £90K/yr
An exciting opportunity has arisen for an experienced Financial Planner to join a growing advice team for a highly reputable wealth advisory firm.
You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.
Their mission is to improve financial security for people regardless of their age and wealth.
Posted by Premier Jobs UK Limited • £45K/yr to £55K/yr
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy
The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together.
Posted by CooperGrey Recruitment Ltd • £40K/yr to £52K/yr
The role
A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner.
Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients.
Posted by Resource Matters Ltd • £65K/yr to £75K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
Basic Up to £75k Package Paraplanning Clients with on-going advice fees people management - OTE £100k
As an experienced and well-rounded Financial Controller you will manage and supervise all financial activities and implement robust financial controls and financial policies.
In this diverse role you will report to the Group CFO, providing strategic support to Partners through analysis of business performance, taking ownership of production of Board reports and Group accounts for Audit and also preparation of the partnership tax return and partner's individual tax returns.
We are partnering with an emerging professional services provider as they rapidly expand their UK operation.
A Chartered IFA based in the West-Midlands are looking for a trainee advisor to come in and support the senior advisors, work closely with them and in 18 - 24months look to take over clients and be a signed off Advisor.
Benefits
Generous salary/bonus and profit share scheme.
Group scheme benefits - pension scheme, death in service & income protection plan.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
About The Company
It also provides access to a wider talent pool.
The company has recently moved to their newly renovated office in Birmingham.
The move to Birmingham will create further opportunities in developing existing and establishing new professional relationships and client introductions to further the business's expansion plans.