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.
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.
NJR Recruitment are currently working in Partnership with a trusted firm of Wealth Planners who are now looking for their next hire within the Paraplanning Team.
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?
Posted by Macildowie Recruitment and Retention • £30K/yr
The post holder must be able to plan and prioritise a busy and varied workload and contribute to a range of key projects and activities for the Senior Leadership Team, as well as provide expert, proactive secretarial support.
This role will suit a proactive, discreet and professional PA with proven experience of supporting at Director or senior leadership level.
You will thrive in a varied and demanding role and use your excellent organisational skills to support in the effective management of the Executive Office, liaising with all levels of staff and management, together with external stakeholders.
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.