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.
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.
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 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.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
Posted by GREATOREX & PAYNE LTD • £24K/yr to £30K/yr
This position will involve supporting the Risk & Compliance team, with responsibilities to include:
The successful candidate will play a crucial role in ensuring that this growing organisation adheres to all financial regulatory requirements and internal risk policies.
I am seeking a diligent and detail-oriented individual to join my rapidly growing Black Country based client.
A leading multinational insurance broker are looking to appoint an experienced Senior Commercial Account Handler with cross-class commercial experience to help support a number of large corporate clients.
A company that believe in providing an unrivalled level of service to all their clients, as well as offering market leading routes for progression for their colleagues,
When you become part of their team, your commitment will be rewarded with a market leading salary and competitive benefits package, as well as best in class training and development opportunities.
Posted by GREATOREX & PAYNE LTD • £27K/yr to £30K/yr
This role has significant potential for involvement in debt management projects and process improvement across the wider finance function.
Exciting opportunity for an experienced Credit Controller to join a growing team with its European head office near Brierley Hill.
The successful candidate will take responsibility for their own slice of the ledger, and form part of a team that has high visibility across the business.
Development and enhancement of compliance processes in accordance with market practice to meet regulatory expectations, setting up and monitoring adequate and appropriate systems and controls to ensure that the firm meets its regulatory requirements.
Building effective relationships within the business to ensure that an effective compliance culture is in place, promoting positive engagement and behaviours within Commercial Express, leading by example as a role model.
General
A market-leading specialist insurance company are looking to recruit a Risk and Compliance Manager to support the Head of Risk and Compliance in ensuring that business processes, transactions, and corporate governance adhere to all relevant regulatory, legal, and internal guidelines.
Discover a dynamic opportunity with an innovative and forward-thinking insurance brokerage!
We are on the hunt for talented individuals to join our team as Account Executives/Producers and play a crucial role in propelling our business to new heights.
Located in the Stourbridge area, you'll have the flexibility of remote work, with just one weekly visit to the office.