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.
An excellent opportunity has been created for a Paraplanner at a national, Chartered Independent Financial Planning firm at their Brierley Hill offices.
Report writing will be an essential part of the role.
Posted by Macildowie Recruitment and Retention • £15/hr to £17/hr
THE ROLE & YOUR RESPONSIBILITIES
Complex calendar management.
General
This position is full time, fully office based and temporary
THE OPPORTUNITY
Macildowie are currently looking for a Personal Assistant to work for a well established business in the Oldbury West Midlands area supporting the HR Director and Senior Leadership Team of the business.
Are you an experienced Administrator from a Financial Planning environment looking to branch out into report writing and a paraplanning role?
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.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
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?
We are seeking a proactive and organised Office Administrator to join our client based in the heart of Dudley.
This is an excellent opportunity for a motivated individual who thrives in a fast-paced environment and is looking to contribute to the companies success.
Are you an experienced Office Administrator, we are seeking an experienced Administrator to join our clients dynamic team.
This is an excellent opportunity for a motivated individual who thrives in a fast-paced environment and is looking to contribute to our operational success.
The company are a reputable manufacturing company located in the Dudley Area.
Posted by Pertemps Dudley Industrial • £26K/yr to £28K/yr
General
Pertemps Dudley are looking for a dedicated Payments Coordinator on behalf of our client, based in Dudley.
As a Payments Coordinator, you will be responsible for managing financial transactions, supporting families with personal budgets, and ensuring the effective delivery of the clients services for children with disabilities.
Key Responsibilities
Oversee the allocation of resources, ensuring families can make informed use of the clients services.