The position offers flexibility in terms of location and working hours.
Due to expansion and a large client base, our clients, an expanding Nationwide business, are looking to recruit a Self Employed Estate Planner to join their team, working on a remote basis.
Our clients have a large client bank of leads, offering generous commission splits
Our client is a national wealth management firm who are looking for a Paraplanner to support the Financial Advisers by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Advisers to provide a full holistic advice service to clients, which delivers good outcomes.
The role will involve taking responsibility for the following
Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client's needs and objectives with a good outcome.
An exciting opportunity has arisen for aDirector-level Chartered Financial Plannerto join the Birmingham office of an International Wealth & Investment Management organisation.
The successful candidate will step into a senior, established role, inheriting an exceptional portfolio of high-net-worth (HNW) clients.
This vacancy has become available following the departure of a long-standing Director, who is taking a career break.
Posted by CooperGrey Recruitment Ltd • £40K/yr to £52K/yr
The role
Further responsibilities include...
A chartered firm of IFA's is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner.
Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients.
This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.
The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.
Posted by NMS Recruit Limited • £50K/yr to £55K/yr
The Senior Fibre Planner is responsible for all Planning activities in their assigned region, overseeing Fibre Design staff, design civils and fibre-optic infrastructure.
NMS Recruit are seeking an experienced Senior Fibre Planner for an exciting opportunity working with a thriving ISP.
This must be performed to agreed install methodologies and techniques, which are cost-effective and fit-for-purpose, within timescales that are suitable both for the company and the customer.