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 Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
To provide business support to Financial Advisers, working within the agreed business objectives.
General
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.
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.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle Under Lyme offices.
They're seeking to bring on a talented Accounts Payable Assistant into their experienced finance function.
The organisation who operates in the retail sector have shown their strong intentions to develop and become one of the fasted growing organisations within their sub-sector.
Mitchell Adam has recently confirmed the continuation of their fantastic collaboration with an established and progressive organisation in Stoke-on-Trent.
Posted by Hays Specialist Recruitment Limited • £30K/yr to £35K/yr
An excellent opportunity has arisen within a well-established and highly reputable company for an experienced Mortgage Adviser/Broker to service and develop an existing client bank of mortgage customers.The company continues to invest in generating new leads and business opportunities.
Posted by Capio Recruitment Financial Planning • £28K/yr to £30K/yr
The Company
The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals.
Their friendly and helpful approach is highlighted by their outstanding client retention rate.
General
With over 1 billion Assets Under Management this company is really taking a positive step within the wealth management space and is an excellent time for someone looking to join an expanding business.