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 in a close-knit team supporting the MD and paraplanners?
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 in a close-knit team supporting the MD and paraplanners?
Are you an experienced Financial Adviser with CAS, looking for a role with a recently acquired client back, servicing HNW clients in the West Midlands.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; hold a level 4 Financial Advice qualification and current valid Statement of Professional Standing.
Due to continued success in providing fee-based advice to HNW clients, this growing financial planning firm with a track record of growth and success is looking for an employed Adviser.