Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path.
As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
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