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.
NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner.
The successful candidate will need to have a working Knowledge of pre- and post- retirement planning, investments, and taxation.
You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/Opportunity spotting and writing suitability reports.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
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.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
A lucrative opportunity awaits an experienced Financial Planner to join a well established firm of Chartered Financial Planners based in the West Midlands.
Our client, a leading business in the area who have big plans and financial backing for growth in the coming years, are currently searching for an experienced Financial Planner to take over and develop an existing book of HNW clients.
Salary Range: £60,000 - £75,000 plus Bonus and company Benefits - Six Figure First year OTE
We are recruiting for one of the fastest growing businesses in the UK based in South Birmingham, who are looking for a Qualified Accountant to strengthen the finance function in an exciting role supporting the finance function to review the finance processes in relation to stock management.
Ideally you will -
This role will require global stock reconciliation and will include working closely with the operations team and eternal 3PLs - this role will also include UK travel and international travel on a quarterly basis.
The company has recently moved to their newly renovated office in Birmingham.
The move to Birmingham will create further opportunities in developing existing and establishing new professional relationships and client introductions to further the business's expansion plans.