Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
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.
Posted by Morgan Parkes Recruitment Limited • £25K/yr to £30K/yr
Description
An Financial Services Administrator is required to undertake general and database administration duties for an independent financial services practice in Shirley, Solihull.
General
Previous experience of working in Financial Services or Insurance is essential and applications without this will unfortunately not be considered.
This company has an extensive list of benefits for their staff including: study support, competitive holiday allowance, subsidised restaurant, pension scheme and free parking.
Posted by PIB Insurance Brokers • £25K/yr to £30K/yr
The Role
To provide client service support and assistance to the Account Handlers with their day-to-day tasks and account broking.
General
They play a key role in the future of client service delivery at PIB, underpinning the service excellence PIB require for our clients and ensuring accuracy for insurers, clients, and data integrity.
The Service Delivery team work alongside the Account Handlers to continuously develop and improve client outcomes and working processes.
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.
Their mission is to improve financial security for people regardless of their age and wealth.
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.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
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 the Financial Advisers and Paraplanning team.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
A Market Leading Financial Services client based in Birmingham require an accomplished Treasury Analyst with proven experience in an FCA Regulated environment to join them for an exciting and challenging engagement.
For this opportunity you will be an employee of ourselves working on site with the client while being rewarded with a strong salary, holidays, pension, certification opportunities and more!