NJR are excited to be yet again partnered with a well-established Wealth Management practice who have being helping their clients grow, protect, and pass on their wealth for over two decades.
They pride themselves on being open, approachable, and down to earth.
Posted by Robinson Financial Careers • £30K/yr to £100K/yr
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.
General
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
Posted by Michael Page Finance • £33K/yr to £40K/yr
You will be responsible for leading tax projects, providing tax advice, and submitting compliance assignments to ensure the successful completion of tax advice for clients.
This organisation has a great reputation for the working environment they offer alongside the challenging work they can provide to keep you continually progressing, with packages and rewards on offer that positively reflect individual and business performance.
A leading employer across the industry and particularly the region.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Posted by Adjusting Appointments Limited • £40K/yr to £55K/yr
Major loss adjusting practice seeks to strengthen its Private Clients Division through the appointment of an experienced property adjuster in the East Midlands.
You will be home-based and handle a challenging portfolio of major domestic, high net worth and real estate losses at all levels, including those in excess of £100,000 if experience and abilities allow.
This is an outstanding opportunity to further your career within a niche and expanding area of the loss adjusting profession.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Our client is a fast-growing specialist in their field - they are currently in search for a strong Customer Service Advisor who can bring their skills to the team and grown within the company.
Daily Duties
This is a key customer facing role predominantly telephony based helping to assist our client's clients' and their customers find the right solution to their queries.