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.
SF Recruitment is currently working with a fantastic public sector organisation in the recruitment of a Finance Support Manager.
The Finance Support Manager will take charge of an integral business unit to co-ordinate the service delivery of the support functions namely Finance, Business Administration and Estates, ensuring they are balanced and in alignment with the overall aims and objectives.
Key tasks
- Deliver an effective Business Administration Function with supervisory responsibility for the Business Support Officers.
Recruit UK are proud to be working with an Independent Financial Planning firm in Birmingham on a Practice Manager role.
The client always takes a holistic approach to financial advice and always strive to provide their clients with the best possible experience and service.
The role supports budget managers in the management of their expenditure, ensuring they are effectively planning and forecasting to accurately monitor their budget.
SF Recruitment are currently working with a highly regarded public sector body in the recruitment of a Finance Business Partner.
They are responsible for providing key analysis and reporting to inform successful decision making.
SF Recruitment are working with an exciting Privately Equity backed Manufacturing business based in Birmingham, for the recruitment of an ambitious Finance Manager.
Are you a forward-thinking individual on the upward trajectory of your career?
Looking to drive change, process and gain new exposure and experience in a 'value add' position where you can make your mark?