Posted by Premier Jobs UK Limited • £50K/yr to £75K/yr
Are you an experienced Financial Advisor in Worcester, seeking an employed job, based from home with quality leads and existing clients provided?
The business typically is able to provide you with an existing client bank to takeover servicing, either from an internal change or a retiring Adviser.
This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.
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.
Posted by WEALTHLINK RECRUITMENT LTD • £25K/yr to £30K/yr
In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.
W are working with a national financial planning business who are looking to bring on a Financial Planning Administrator in their Kidderminster office.
The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
Company Overview
A leading financial services firm dedicated to providing comprehensive financial planning and investment management services to their clients are looking to add to their growing team.
They are committed to delivering personalised solutions tailored to each client's unique financial goals and objectives, and have good reputation in the market as a growing finanical planning practice.
General
They are also a larger practice with several offices across the country but they have retained the feel of a small, friendly culture in which to work.
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
Our client, a reputable family-run wealth management firm based in Cofton Hackett, is seeking a motivated IFA Administrator to join their dynamic team.
This is a fantastic opportunity for someone with IFA administration experience who is looking to grow in a regulated environment, with structured support toward becoming a chartered planner.