Posted by Premier Jobs UK Limited • £45K/yr to £55K/yr
Our client is looking to recruit a Senior Paraplanner or Chartered Paraplanner to join their independent financial planning business, as part of their organic growth strategy
The business was established over 10 years ago and has through organic growth year-on-year from professional introducer and client referrals amassed over £100m of FuM.
The business is independently owned and has a team of 6, growing to 8, who all enjoy working together.
Posted by IDEX Consulting Ltd • £100K/yr to £140K/yr
General
Opportunity to join a top tier Investment and Financial Planning firm as a Director/ Senior Chartered Planner in the West Midlands.
This is an excellent opportunity to take over a full book of existing clients circa 100-120 with average value in excess of £1million as part of succession planning for an established Director Financial Planner due to leave the industry next year.
Highlights include
Base salary £100,000 - £140,000 with bonuses, share scheme and health and medical package.
This established and successful property and asset management business is looking to appoint a Senior Finance Manager on an interim basis to lead a small team of Client Accountants.
Additional duties will see you provide reports for clients, manage and develop your team, constantly monitor the accuracy and quality of your team's output, continually develop and improve reporting to suit the requirements of the business & the senior management team (and the clients), provide regular commercial recommendations based on your expert analysis and support the commercial team in pitch preparation and market analysis.
You will take accountability for overseeing the production of accurate management information and financial reports to a varied range of clients of this large business, and will support the operational management team with insightful financial analysis to aid and influence operational decision making acting as a business partner.
Our client, a well-established and successful wealth management firm that delivers comprehensive and holistic advice to both private and corporate clients, are looking for an experienced financial adviser to join the team; It is vital for this individual to possess the required knowledge, skills, and experience to work on the full spectrum of financial advice.
Due to their strong focus on developing and maintaining long-term and trusted client relationships, the firm are eager to find an individual who possesses honesty, integrity, and an excellent work ethic.
SF Recruitment is a fast-growing specialist recruitment business, focused on Finance & Accountancy, Technology, Engineering and Executive level recruitment.
With annual revenues of £25m, we are now in our fourth consecutive year of growth.
We have experienced strong growth over recent years, doubling in size since 2020 to become the market leader in our core Midlands region.
Posted by Tallgrass Recruitment Limited • £35K/yr to £40K/yr
General
We are seeking an experienced Paraplanner to join our team and provide comprehensive financial planning support services.
The ideal candidate will play a crucial role in assisting our financial advisors with the preparation and implementation of financial plans for our clients.
Responsibilities
Conduct thorough research on financial products and strategies.
Posted by IDEX Consulting Ltd • £70K/yr to £80K/yr
An exciting opportunity has arisen for an experienced Chartered Financial Planner to join a growing advice team for a highly reputable wealth advisory firm.
You will be joining a team, looking to build an innovative and disruptive guidance and advice proposition aimed at improving financial wellbeing through the workplace.
Their mission is to improve financial security for people regardless of their age and wealth.