Posted by Robinson Financial Careers • £28K/yr to £40K/yr
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
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.
A great opportunity has arisen for a conveyancing legal assistant to handle the post-completion administrative duties to support the Residential Conveyancing team.
The role includes overseeing the Post Completion Assistant and ensuring tasks are delegated effectively.
Posted by Pertemps Dudley West Brom Perms • £29K/yr to £30K/yr
Our PA team provide an excellent level of support to senior staff in our business to help them maximise the amount of time they need to support their clients.
We are very excited to be recruiting a PA to support a team of senior leaders for a professional company based in Brierley Hill.
Our PA's work closely with our secretaries who provide a comprehensive level of support to our Senior staff cross all departments.
The option to progress on to Paraplanning is available.
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?
This opportunity could be the perfect fit, the firm offer a number of holistic solution and leads
A leading wealth management firm, known for delivering high-quality financial advice and tailored client services, is seeking experienced Financial Advisers to join their Self-Employed Adviser Proposition.
Are you a motivated Financial Adviser looking for the freedom and flexibility of self-employment, with the backing of a supportive and well-established wealth management firm?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
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.
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?