We are thrilled to have partnered with a leading independent financial advice firm in Birmingham, who are actively looking for a IFA Administrator to join their team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK and beyond.
A Civil Litigator is required by a law firm based near Stafford, acting for a wide variety of both claimant and defendant work representing individuals and businesses in relation to matters including contractual disputes, counter fraud, construction claims, clinical negligence claims, personal injury claims and complex insurance property fire cases.
The firm is offering a full-time position and will consider remote working.
They are located in the Midlands, but work exclusively with online cloud based technology allowing them to deal with cases from all over England and Wales.
Posted by Robinson Financial Careers • £28K/yr to £40K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records.
Report writing will be an essential part of the role.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Crowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise.
Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow's questions, and make smart decisions that have lasting value through the highest quality audit, tax, advisory and risk services.
We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in more than 145 countries and across 809 offices globally.
Posted by Lime People Search & Select Ltd • £35K/yr to £45K/yr
My client is a Financial Advisory firm providing services across Investment, Retirement & Protection Planning, as well as Mortgages and Tax Planning for both businesses and individuals across the West Midlands, and have been doing so for over 20 years succesfully.
Informing and Advising on Financial Planning factors and on utilising suitable plans and products for clients, compiling reports and illustrations in a timely and accurate manner to ensure that business can be processed efficiently.
We are urgently seeking an experienced Paraplanner to provide technical support to both the Advisers and Directors of the business.
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.
Our clients are a well-established independent firm.
Posted by Financial Divisions • £40K/yr to £45K/yr
My client is a boutique independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK.
Paraplanner with a route to being an Adviser - Boutique Wealth Management Firm - Wolverhampton office - Basic salary £45k - Full study support to Chartered status
The business has c.12 staff overall with 6 Advisers who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £200k - multiple millions.
This is an excellent opportunity for a Paraplanner, or someone who's looking to upskill as a Paraplanner, to join a well-established financial planning company that offer holistic independent financial advice.
Job Description
Recruit UK are currently working with a reputable and well-established financial planning firm on a Paraplanner role in the West Midlands.