Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
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 IDEX Consulting Ltd • £60K/yr to £90K/yr
An exciting opportunity has arisen for an experienced Financial Planner to join a growing advice team for a highly reputable wealth advisory firm.
You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.
Their mission is to improve financial security for people regardless of their age and wealth.
Posted by Morgan Parkes Recruitment Limited • £25K/yr to £30K/yr
Description
An Financial Services Administrator is required to undertake general and database administration duties for an independent financial services practice in Shirley, Solihull.
General
Previous experience of working in Financial Services or Insurance is essential and applications without this will unfortunately not be considered.
This company has an extensive list of benefits for their staff including: study support, competitive holiday allowance, subsidised restaurant, pension scheme and free parking.
A Market Leading Financial Services client based in Birmingham require an accomplished Treasury Analyst with proven experience in an FCA Regulated environment to join them for an exciting and challenging engagement.
Start: ASAP
For this opportunity you will be an employee of ourselves working on site with the client while being rewarded with a strong salary, holidays, pension, certification opportunities and more!
Posted by PIB Insurance Brokers • £25K/yr to £30K/yr
The Role
To provide client service support and assistance to the Account Handlers with their day-to-day tasks and account broking.
General
They play a key role in the future of client service delivery at PIB, underpinning the service excellence PIB require for our clients and ensuring accuracy for insurers, clients, and data integrity.
The Service Delivery team work alongside the Account Handlers to continuously develop and improve client outcomes and working processes.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
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 the Financial Advisers and Paraplanning team.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
As an experienced and well-rounded Financial Controller you will manage and supervise all financial activities and implement robust financial controls and financial policies.
We are partnering with an emerging professional services provider as they rapidly expand their UK operation.
In this diverse role you will report to the Group CFO, providing strategic support to Partners through analysis of business performance, taking ownership of production of Board reports and Group accounts for Audit and also preparation of the partnership tax return and partner's individual tax returns.
We have partnered with one of our niche Finance Lease clients, seeking a highly skilled Compliance Manager to join their team.
Compliance Manager will play a pivotal role in ensuring our company meets its compliance obligations and regulatory standards, particularly within the FCA framework.