The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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 the Financial Advisers and Paraplanning team.
This is a fantastic opportunity for a recent finance graduate who has strong working knowledge of Microsoft Excel who is looking join a national business and kick start their career.
Invoicing Analyst required for an exciting temporary to permanent opportunity offering an immediate start working within a well established business in Coventry.
You will be responsible for managing a portfolio of consolidated invoicing for a number of key clients.
Posted by Resource Matters Ltd • £65K/yr to £75K/yr
Due to considerable growth and expansion plans this large IFA firm are looking to recruit a Senior Financial Planner to help develop the business in the local region.
Resource Matters have been retained by this well known national IFA firm to recruit an experienced Senior Financial Planner.
Basic Up to £75k Package Paraplanning Clients with on-going advice fees people management - OTE £100k
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.
Posted by Gleeson Recruitment Group • £70K/yr to £80K/yr
Gleeson Recruitment Group are working exclusively in partnership with a professional services organisation, which sits within the public sector, who are looking to appoint an FP&A Manager in a newly-created position.
This is a highly commercial arm within this organisation, which would be a perfect position for someone who can bring this experience from the private sector.
You will benefit from lots of flexibility, the ability to primarily work from home, with occasional travel to the London office.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
In this employed Financial Adviser job you will inherit an existing client bank across the Birmingham, Coventry and Worcestershire area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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 support to the Financial Advisers and Paraplanning team.
The option to progress on to Paraplanning is available.
SF Recruitment are delighted to be working with a global Warwickshire business based who are looking for a Finance Manager on a permanent basis.
Reporting into the Financial Controller, you will be looking for a business that will provide you with a platform to introduce new ways of thinking and doing things.
With strong growth plans and record performances, this is a great time to join the business.