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.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a leading independent financial advice firm in Birmingham, who are actively looking for a IFA Administrator to join their team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
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.
A truly independent insurance brokerage (I know that's rare in today's world isn't it!)
Who's MD previously worked at a Global broker, is looking for a Senior Commercial Account Handler to take over a position from the current role holder who is retiring soon.
Joining a small, yet highly knowledgeable team, you will be technically strong and will have cross class commercial lines experience and first-class client servicing skills.
This is an excellent opportunity for a Paraplanner, or someone who's looking to upskill as a Paraplanner, to join a well-established financial planning company that offer holistic independent financial advice.
Job Description
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.
Posted by Get Recruited (UK) Ltd • £42K/yr to £49K/yr
General
As Finance Manager, you'll be reporting to the CFO and be responsible for managing of the finance and commercial team which consists of approximately 6 direct reports.
UP TO £45,900 (Negotiable to £48,500) Excellent Pension Holidays Benefits
THE COMPANY
We're exclusively partnering with a leading education institution that is seeking a Finance Manager to join the organisation.
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank.
The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.
Posted by Get Recruited (UK) Ltd • £42K/yr to £49K/yr
General
UP TO £45,900 (Negotiable to £48,500) Excellent Pension Holidays Benefits
As Head of Finance, you'll be reporting to the CFO and be responsible for managing of the finance and commercial team which consists of approximately 6 direct reports.
THE COMPANY
We're exclusively partnering with a leading education institution that is seeking a Head of Finance to join the organisation.