They are now looking to recruit a Paraplanner to join their team.
This individual will provide technical support to the Advisors and Directors in informing and advising on financial planning factor, and on utilising suitable plans and products.
Our Client, an established firm of Financial Planners form part of St James Place.
Posted by Capio Recruitment Financial Planning • £34K/yr to £42K/yr
Working with both Personal and Corporate clients they handle a diverse range of case types including Pensions, Investments, Protection, IHT, Estate Planning, Trusts, Group Risk and Employee Benefits.
This role is varied in the types of cases resulting in some great learning and development opportunities as well as giving the chance for someone to really utilise their knowledge in an independent firm.
We have an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.
Are you a financial planning administrator, looking for a new role with opportunities to develop onto paraplanning and study for industry exams, with a hybrid working pattern.
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 holistic support to a Financial Advisers and paraplanning team.
Duties for this role will include
To provide business support to Financial Advisers, working within the agreed business objectives.
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.
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Newcastle Under Lyme offices.
Our client offers expert, regulated, independent advice to private clients, companies and trustee's in all areas of Financial Planning & Wealth Management.
With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer genuine career opportunities for Financial Services professionals.
We are looking for an experienced Conveyancing Paralegal to join our growing team in Burton on Trent.
As part of a small, supportive team, you will work closely with the Conveyancing Fee Earner to ensure the efficient operation of our conveyancing services.
Our firm has an outstanding reputation in the industry, backed by glowing client reviews.