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 financial 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.
Are you a financial planning administrator looking for a new role with opportunities to develop your career, with a hybrid working pattern
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Our Client have built up and maintained an excellent reputation within the market and now due to a result of their ongoing growth and success have an excellent opportunity for a Financial Planning Administrator to join their organisation working out of their office based centrally in the Warwick area.
NJR are currently working with a market leading Wealth Management consultancy, who operate to an extremely high standard and have a key presence in the Midlands.
Our client offers a first first-class experience to their clients and staff alike.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
Obtaining and collating provider information and illustrations.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £150K/yr
Self-Employed Wealth Advisor required.
Are you an experienced financial adviser in or around the Leamington Spa area that put the clients' first and makes sure they are at the heart of everything you do.
This is a fantastic opportunity to join a well-established financial advisory business with a real quality focused ethos.
Reward Recruitment are currently representing an established Chartered Financial Planning practice in Warwick, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities.
Upto £30,000 subject to experience, plus benefits
The role will incorporate all areas of providing financial administration support.