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.
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.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Are you interested in developing within corporate financial services, 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 both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
A Chartered IFA based in the West-Midlands are looking for a trainee Financial Planner to come in and support one of the Senior IFA's in the company, work towards their CAS and become a signed off competent advisor, and take over a small client bank.
The firm are based near Coventry, but there will be regular travel around the Worcester area, as this is where the Director lives.