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 • £40K/yr to £55K/yr
Your new company
The client has consistently growing pipeline of work, this has mainly been with the public sector with some private work with projections of £2 million.
A well established Mechanical contractor that has been established over 100 years ago, with a fantastic reputation seeks a Mechanical Project Manager to join their team.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
The option to progress on to Paraplanning is available.
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.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm?
A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition.