This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £150K/yr
Self-Employed Wealth Advisor required.
Are you an experienced financial adviser in or around the Leamington Spa area that put the clients' first and makes sure they are at the heart of everything you do.
This is a fantastic opportunity to join a well-established financial advisory business with a real quality focused ethos.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
Company Overview
A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team.
They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have good reputation in the market as a growing financial planning practice.
General
They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.
Join a prominent financial services firm in Warwick who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
The Role
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
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?
The option to progress on to Paraplanning is available.
Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success have an excellent opportunity for a Financial Planning Administrator to join their organisation working out of their office based centrally in the Warwick area.
Our client offers a first first-class experience to their clients and staff alike.
NJR are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands.
Posted by Jukes Insurance Brokers • £25K/yr to £28K/yr
The Role
Jukes Insurance Brokers are seeking an Insurance Advisor to join their expanding, award-winning team with a role to be based from their Warwick office, currently known as North Warwick Insurance Services.
General
We build lasting relationships that go beyond simply ensuring that you have the cover that you need.
At Jukes Insurance Brokers, great service lies at the heart of all we do.
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 your career and study for industry exams, with a hybrid working pattern.
Duties for this role will include
Obtaining and collating provider information and illustrations.