Recruit UK are working with a boutique financial planning firm in South Birmingham to bring on an IFA Administrator to join their growing team.
This role will include providing general administrative support one of the Financial Planner's, assisting with telephone duties, inbox management, diary management, new business processing, annual review processing, withdrawal letter writing, client servicing and much more.
Posted by Pertemps Redditch Commercial • £25K/yr to £26K/yr
A fantastic opportunity has arisen for a Customer Service/ Helpdesk Advisor to join a long standing and successful company based in Redditch.
The company have professional offices with free parking and due to continued growth, they are looking for ambitious candidates who are looking for a long-term career and they will offer you the training and personal development in return for your hard work.
This is a growing company who offer fantastic support and training programmes to ensure you will be successful in this position.
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank.
The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.
Job Description
Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice.
We are looking for someone to provide the Appointeeship Service to a caseload of individuals in Worcestershire.
The successful candidate will be joining a leading not-for-profit organisation that provides independent living services to people with disabilities and health care needs nationwide.
This is a varied role: working from home and involving travel throughout the community.