Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
This is an exciting opportunity to join a successful and well-regarded financial planning company.
Job Description
Recruit UK are working on an excellent opportunity for a Senior Financial Services Administrator to join a well-established and prestigious financial planning company.
Job Description for Trainee Financial Services Administrator
Are you looking to start a career in financial services?
The ideal candidate would have some customer service or administrative experience or be a graduate who has a degree with relevant context to the financial services sector, this could be accounting and finance, economics, business management.
We have the exciting opportunity for an individual with a genuine interest within the financial services sector to join an established Wealth Management organization in the Solihull area.
Are you ready to dive into our exciting world of finance at The Works?
As a Commercial Finance Analyst, you'll be at the heart of our commercial teamdecoding financial mysteries, uncovering hidden valuable insights, and helping to shape strategic decisions that drive our business forward - you get to be the star of that show!
General
Hybrid: 1-2 days at ourSupport Centre in Hams Hall Distribution Park, Coleshill.
Our client, a Financial Institution with offices across the Midlands, is seeking a dedicated Financial Support Officer to join their team.
As a Financial Support Officer, you will play a pivotal role in ensuring smooth operations and excellent client experiences.
This role is essential in providing high-quality support to Office Managers and Financial Planners, ensuring efficient, compliant, and professional service delivery to clients.
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.
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
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.