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.
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.
Posted by Trinity House Group • £35K/yr to £40K/yr
We are looking for a experienced individual to drive the financial performance of a specific division while providing full and accurate financial information, decision support, financial guidance and advice, insight and commercial challenge.
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.
This remote based Financial Advisor job in North Birmingham / Stafford provides an attractive basic salary of up to £80,000 and an existing client bank to takeover.
You will be provided with a client bank including high net worth individuals to provide high quality wealth management on pensions, investments, tax planning, savings and protection.
You should aim to grow the assets under management through bringing across additional assets, seeking referrals and identifying business opportunities.
Posted by Financial Divisions • £40K/yr to £45K/yr
Paraplanner with a route to being an Adviser - Boutique Wealth Management Firm - Wolverhampton office - Basic salary £45k - Full study support to Chartered status
My client is a boutique independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.
SF Recruitment are partnered with a West Midlands based, Manufacturing business who are seeking a Project Controller to join the growing finance team.
It provides a motivated individual with an ideal opportunity to grow with the business during its next phase as well as providing exposure to the private equity environment.
Reporting directly to the Project Director, this is a critical role in the development of the business as it continues to scale.
Posted by Sheridan Maine South • £100K/yr to £110K/yr
This is a super career opportunity for a highly driven Finance leader with a strong technical background, with the mission of transforming finance operations, and the aspiration that the person who goes into this position will have the ambition and capability to potentially step up into the CFO role in the future.
Sheridan Maine is delighted to have been engaged to hire this role on an exclusive basis by our client - a £1 billion turnover business with a proud history and a very exciting future, under the leadership of a top calibre executive team.
"The task of the leader is to get his people from where they are to where they have not been."