Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path.
As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.
Due to the acquisition of an existing client base, this is an opportunity for a dynamic, level 4 qualified Financial Adviser with advising experience looking to make the next step in their career to join the team and service/develop an existing client base whilst also looking to attract new clients to the business.
We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals.
The firm are able to deliver a 'boutique' access to financial solutions - whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
Carry out transactional accounting and financial reporting for the UK & Ireland Real Estate portfolio.
General
We are in partnership with an exclusive global client on a quest to find a highly motivated and agile Finance Administrator to join their Global Services team.
This pivotal role involves maintaining financial and lease accounting documentation and supporting a range of stakeholders including Legal, Estates Management, Acquisitions, and Landlords/Agents.
Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?
Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?
If so, then we have the perfect opportunity for you!
Our client, a rapidly expanding and acquisitive Wealth Management firm are looking for a Senior Paraplanner to join and help shape their paraplanning function.
As Senior Paraplanner you will be responsible for the assessment of files/holdings following client meetings ensuring they are compliant on an ongoing basis and liaising with advisers, providers, administrators and directors.
Role Responsibilities
Produce Suitability reports as required by the Managing Director /Practice & Compliance Director.
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator to join an Independent Financial Planning Firm in Sutton Coldfield.
Job Description
Are you a Financial Planning Administrator seeking your next role in Financial Planning?
You will handle a wide and varied portfolio of commercial losses generally in excess of £500,000 for a range of SME to mid-corporate claims which will vary in size and complexity, but at all times they will provide a rewarding challenge.
Rapidly developing Claims Preparation Division of leading broker seeks to strengthen its technical offering through the appointment of a second Forensic Accountant to work alongside another and in support of the national team of Claims Consultants.
About you
Candidates must essentially be either ACA or ACCA qualified and have some experience of working in the forensic accounting space, whether that be with a traditional accounting firm, a loss adjusting practice or an insurance broker.