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.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
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.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
As a result of continued expansion our client, an independent firm of actuaries and employee benefit consultants, are currently looking for a Senior Pensions Administrator to join their PPF team on either a full or part time basis
Candidates will be responsible for the administration of schemes entering the Pension Protection Fund (PPF) and be responsible for the day-to-day administration services provided to own portfolio of PPF clients.
Experience
Candidates need to have previous experience of working within the pensions industry, any exposure to PPF being advantageous.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
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 is independently owned and has a team of 6, growing to 8, who all enjoy working together.
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.
Alexander Daniels have been engaged by a leading global business advisory and accounting firm to help them recruit a FP&A Senior Manager.
FP&A Senior Manager with transactional experience (M&A, divestures, refinancing, capital raises) - Birmingham & London - Hybrid - £70,000 to £100,000 DOE LTIPS Bonus Commission
Our client has a large team of BIG 4 professionals and serve thousands of global clients throughout Europe, Americas and Asia Pacific regions.
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.
Posted by Dimensions Specialist Recruitment Ltd • £26K/yr to £35K/yr
These are outstanding opportunities for Senior Pension Administrators who are now looking for that next challenging career opportunity, that will see you further utilise and develop your pension expertise further.
Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Senior Pension Administrators in various locations offering flexible hybrid working.
You will personally be responsible for the service provided to a portfolio of pension scheme clients that range in size and type, predominantly Defined Benefit schemes.
With a small, established team of Financial Planning professionals, they have exciting new expansion plans and as part of their growth, they are seeking an experienced Senior Paraplanner to lead the work of the Technical team at their office.
Our client is a well-established financial planning firm located in West Midlands, specialising in providing tailored financial planning solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals.
This is also a client-facing role, with some responsibility for supporting existing clients in the absence of the Director, but without any business development or sales targets.