Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
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 proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
We are working with a well-established and reputable financial advisory firm committed to providing clients with top-notch financial planning and wealth management services.
They are seeking a motivated and detail-oriented Paraplanner to join their dynamic team.
They pride ourselves on their dedication to delivering exceptional client outcomes and maintaining the highest standards of compliance and quality.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known IFA firm to recruit an experienced Independent Financial Advisor.
Basic Up to £60k Package Paraplanning Full Lead Generation 40% Bonus paid with no Validation
Posted by Distinct Recruitment • £35K/yr to £40K/yr
General
Distinct Recruitment is excited to partner with a forward-thinking client seeking a passionate Finance Analyst to join their dynamic team.
If you're eager to dive into the thrilling world of M&A integrations and enjoy a role that blends challenge and creativity, this could be the perfect fit for you!
What You'll Be Doing
Conduct Finance Due Diligence: Review data rooms and uncover potential risks during acquisitions.
Posted by Capio Recruitment Financial Planning • £24K/yr to £28K/yr
Capio Recruitment are currently working with a well respected IFA Firm within Leicester.
For the last 40 years, they have provided Client-Centred excellence, deeply understanding their needs, providing education around their financial matters and delivering solutions that suit them!
They believe in Thriving Together, creating an enjoyable environment to achieve success for their team and clients alike.