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.
Posted by Hays Specialist Recruitment Limited • £40K/yr to £45K/yr
Your new company
Your new role
Hays are delighted to be partnering exclusively with The University of Warwick (Warwick Business School) who are looking to recruit a Finance Business Partner to join their research division on a permanent basis.
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.
This is a role for you if you are an experienced advisor who is looking for a long term career with an established business, where you will earn a strong salary coupled with an attractive commission structure.
Posted by THE OPENWORK PARTNERSHIP • £32K/yr to £35K/yr
Job Description
We are committed to delivering outstanding service to our clients and providers, so professionalism and effective communication are paramount.
In this role, you'll work closely with our Senior Partner and Practice Administrator, providing high-quality technical support and enhancing our Wealth business processes.
Join our esteemed family-run business and seize an exceptional opportunity to develop your career in a supportive and nurturing environment.
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.
IAPS have an exciting opportunity available for a Financial Controller to join their team based in Warwick on a full-time, permanent basis working 35 hours per week.
Part-time arrangements would be considered for the right candidate.
In return, you will receive a salary of £58,000 - £73,000 per annum depending on experience and qualifications.