Posted by IDEX Consulting Ltd • £60K/yr to £90K/yr
An expanding lifestyle focused financial planning business has an opportunity for a Financial Planner to offer true client centric, high quality financial planning advice with a goals-based lifestyle focus.
About our client
This trusted advice firm offer independent and holistic planning across financial planning and tax planning to wealthy families and business owners.
We are partnered with a rapidly expanding and acquisitive Wealth Management firm in their search for a Training & Competency Manager.
As Training & Competency Manager you will be responsible for ensuring adherence to both the FCA's and internal Training and Competence (T&C) regime, which requires firms to be able to demonstrate that relevant staff have the right qualities and competencies to carry out their responsibilities appropriately.
Own, manage and drive the plan for delivering training and competency for new starters aligned to company, industry and regulatory standards.
As a valued member of our supportive and friendly Finance Team, our Credit Controller will become part of a team of experts, and will manage 800 customers across three main debtor ledgers.
Are you an outstanding communicator with strong numerical and analytical skills, highly organised, well planned and a positive team player?
Your strong work ethic and great team spirit will be a perfect addition to our business.
If you're passionate about giving individual clients guiding and support and a quality service, this is the company for you.
Job Description
Recruit UK are working on an excellent opportunity for an Financial Services Administrator in Sutton Coldfield to join a forward-thinking and unique financial planning practice.
Posted by Premier Jobs UK Limited • £24K/yr to £28K/yr
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
Our client, a rapidly growing company in Sutton Coldfield undergoing expansion through mergers, acquisitions, and organic growth, is looking for a Financial Controller to lead their financial operations and drive strategic financial decisions!
Are you a finance professional seeking a leadership role in a dynamic SME environment?
Robert Walter - Permanent - Financial Controller - Hybrid - Sutton Coldfield - £70,000 - £85,000 per annum
Posted by Premier Jobs UK Limited • £28K/yr to £32K/yr
General
You will be joining a team of 2 Financial Advisers and 2 Support Staff who work closely together to provide their clients with holistic financial planning.
This IFA Administrator job in Sutton Coldfield provides opportunity to join a small, close knit team.
As an IFA Administrator, your duties will include
Accurately maintain and updating their CRM system (Intelligent Office) for new and existing clients.