Posted by Ellis James Partners Limited • £25K/yr to £27K/yr
Overview
A leading IFA in Wolverhampton is seeking an experienced Client Services Administrator with previous experience in a similar role.
SJP experience is desirable.
General
The successful candidate will work closely with Advisors and the Administration Lead to ensure smooth business processing, high-quality client service, and preparation for client meetings.
Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand
This role is based in Wolverhampton therefore we are looking for some within a commutable distance to the office, however the client will allow 2 days working from home if required
They are currently looking for an experienced level 4 Diploma qualified Paraplanner to join the team
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
This employed Financial Adviser job covering Wolverhampton, Bridgnorth and Birmingham provides the opportunity to inherit a client bank and takeover the ongoing financial planning servicing.
The priority is to provide excellent service to maintain relationships whilst also seeking new business opportunities where available.
You will be provided with clients from one of the Directors of the business and also newly acquired clients.
Our clients are a well-established independent firm.
They are seeking a Self-Employed Independent Financial Advisor to join their company based in the West Midlands.
They have an excellent reputation and have a huge amount of business coming through, Therefore can provide leads and help build your client bank and earning potential.