Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
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.
About the opportunity We are recruiting for a Finance Manager, reporting into the Finance Controller.
This senior role will lead a small number of colleagues within the Financial Accounts team, but act as a stakeholder for the Accounts Payable, FP&A and Commercial Finance teams.
The individual will have primary responsibility for a significant proportion of the Profit and Loss Account, and the integrity of important Balance Sheet accounts.
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 successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role?
Posted by Robinson Financial Careers • £28K/yr to £40K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Report writing will be an essential part of the role.
Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm?
A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition.
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
Our clients are a well-established independent firm.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.