Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.
Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business.
Posted by Robinson Financial Careers • £28K/yr to £40K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Report writing will be an essential part of the role.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
Our clients are a well-established independent firm.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham 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.
Posted by Kenton Black Finance • £35K/yr to £40K/yr
Company Details & Job Overview
With a strong package on offer, and a role with a truly commercial focus, this is an opportunity where the successful Candidate can thrive in a fast paced, vibrant business.
Providing a first-class service to many of the mainstream construction businesses, they offer a large range of products and services and continue to thrive in business.
Based in Walsall, this PLC are a leading supplier of safety and construction items who operate from a head office location in the Midlands, with further sites across the UK and Scotland.
Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm?
A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition.