Are you an experienced paraplanner looking to transition to a Financial Advisor role?
We are seeking a dedicated Trainee Financial Advisor to work closely with our advisors, undergo paraplanning for clients, attend face-to-face meetings, and eventually transition into a Financial Advisor role.
This is a permanent position with great benefits, offering a competitive salary of GBP 45,000 negotiable DOE.
Due to continued success in providing advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser, you will come into an established group of clients, and working with the managing director as they consistently develop business going forward.
Are you an experienced Financial Planner, looking for an employed role with an enviable client bank provided?
This role would suit a (preferably) chartered individual, committed to lifestyle financial planning and looking to build a career in a progressive boutique financial planning firm.
This employed Financial Adviser job covering North Birmingham, Cannock and Wolverhampton provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
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 in a close-knit team supporting the MD and paraplanners?
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Cannock.
We are looking for someone Fully CeMAP qualified with 2 years of mortgage broking experience.
With leads provided by the Estate Agency team, this is a fast-paced office with excellent earning potential.