Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
This would be well suited to an individual with 12 months' experience as a Financial Adviser holding CAS status, enjoys growing their portfolio and has some transferable clients or methods to generate new business.
Our client is seeking a motivated Financial Adviser who is seeking opportunity to join a small IFA firm with ambitions to grow.
In return, the company would provide full support to help you flourish and achieve a healthy client portfolio.
Lead and own the financial planning and reporting processes, ensuring accuracy, timeliness, and compliance with regulatory requirements.
Present insights to senior Energy Infrastructure Solutions (EIS) UK Executive team, drive action and implementation of financial plans, ensuring alignment with organisational goals and objectives.
General
The successful candidate will have a track record in this field, can work effectively across multiple stakeholder groups, identify challenges and opportunities and take action to achieve financial goals, experience of coaching teams and expertise in implementing digital solutions for optimisation.
Providing professional and bespoke Wealth Management service to Private Clients, Business Owners, Trustees and Sports professionals, they now have an excellent opportunity for an ambitious IFA Team Leader to join their highly successful practice in the Coventry area.
NJR Recruitment have been instructed to work on an exciting opportunity for a credible firm of Financial Planners.
SF Recruitment have partnered with an organisation in Coventry (CV2) who are recruiting an Administrator on a temporary basis until the end of the year at least.
Manage day-to-day client interaction by phone, email and video conference as required.
Responsibilities will include
Deal with customer enquiries, orders, and queries competently & quickly.
Join our Central Planning Reporting team and collaborate with a diverse group of professionals, including business area Controllers, accounting teams, and CSDI experts.
You'll play a key role in identifying opportunities to streamline and automate planning and reporting processes, driving efficiency across the organization.
Posted by Beach Baker Property Recruitment • £30K/yr to £40K/yr
We are currently seeking an experienced Architectural Planner for one of our Longstanding Clients-a leading firm of Land and Property Professionals.
Our client is a highly respected firm with a rich history spanning over 180 years.
This role is ideal for a dynamic professional ready to advance their career with a well-established company known for its deep expertise and strong community ties.