NJR are currently working with a chartered firm who are looking for a Technical sales support to join their team.
The Technical sales support/Paraplanner will be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/opportunity spotting and writing suitability reports.
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
You must have experience working in an administrational role and be keen to pursue a career within financial services.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking an administrator to work as part of their busy team in Halesowen.
Finance Director Harborne, Birmingham Offering between £80,000 to £90,000 Further Benefits
An exciting opportunity for a qualified accountant (ACA/ACCA/CIMA) to join a highly profitable & growing £10 million turnover E-Commerce SME as a Finance Director in a newly created role due to growth.
Established business with a down to earth leadership team and a collaborative working environment.
A chartered firm of IFA's is now seeking to appoint a Technical Administrator/Sales Support to work with and support a Chartered Financial Planner.
Technical Administrator/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports.
In the role, you will be responsible for the raising of invoices and the collection of funds in order to optimise cash flow and prompt resolution of queries.
A manufacturing business based in Oldbury is currently recruiting for a Credit Controller within their finance team.
In addition to a great salary, the business will provide exam support all the way to Chartered should you wish and it's a small close feel business so you really can make a difference.
This IFA administrator role is best suited to administrators that preferably have some experience in an IFA so that they can hit the ground running at a new business and where they feel comfortable completing annual reviews and basic suitability reports.