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 Capio Recruitment Financial Planning • £28K/yr to £30K/yr
The Company
The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals.
Their friendly and helpful approach is highlighted by their outstanding client retention rate.
General
With over 1 billion Assets Under Management this company is really taking a positive step within the wealth management space and is an excellent time for someone looking to join an expanding business.
Posted by In Technology Group Limited • £300/day to £350/day
BI Analyst (Contract)
They're currently looking for an experience BI Analyst contractor to join them on an initial 6 month contract.
My Client is a large player in the property market, consisting of team of social-minded brands championing happy homes, by providing services and support that help people across Staffordshire and its surrounding areas feel secure, connected and safe.
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.
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.
We have an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.
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.
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.