At NFU Mutual, we're more than just an insurance organisation - we're a comprehensive financial services provider dedicated to supporting our customers' financial wellbeing.
Scheme length - 3 years
Entry criteria - minimum degree classification of 2:2, any degree subject
An established, multi-office Wealth Management firm with offices across the UK, is seeking a Financial Planning Administrator to join their team, supporting Financial Planners and Office Managers.
Do you have a strong eye for detail, a knack for organization, and a commitment to delivering exceptional client service?
Posted by THE OPENWORK PARTNERSHIP • £30K/yr to £150K/yr
Self-Employed Wealth Advisor required.
Are you an experienced financial adviser in or around the Leamington Spa area that put the clients' first and makes sure they are at the heart of everything you do.
This is a fantastic opportunity to join a well-established financial advisory business with a real quality focused ethos.
About Us: Our client is a respected independent financial advice firm dedicated to helping clients make informed decisions across savings, investments, retirement planning, and mortgage and protection services.
The Role: The company are seeking a Financial Planning Administrator to provide crucial support to their Advisers, ensuring efficient processing and management of client documentation.
Part of a National Financial Services group, the team in Leamington Spa are a close-knit team comprising 5 Financial Advisers, 2 Mortgage Advisers, and 13 support staff, committed to delivering a high level of service to our clients.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
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 business support to Financial Advisers, working within the agreed business objectives.
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.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team.
In this role, you'll work closely with clients, providing expert guidance on managing their finances through strategic cash flow planning and offering ongoing, reliable support.
The ideal candidate will have a strong ability to understand client needs and recommend the most suitable products and services to achieve their financial goals.