Superb opportunities for ambitious, experienced Financial Planners, offering basic salaries into six figures and generous benefits and bonuses:
The Financial Planning market in Birmingham seems to be thriving at the moment and I am currently working closely with two key players who have identified it as a high-growth region are looking to recruit new talent to their teams.
A Global firm but somewhat of a 'hidden gem' of the industry.
The company has recently moved to their newly renovated office in Birmingham.
The move to Birmingham will create further opportunities in developing existing and establishing new professional relationships and client introductions to further the business's expansion plans.
A lucrative opportunity awaits an experienced Financial Planner to join a well established firm of Chartered Financial Planners based in the West Midlands.
Our client, a leading business in the area who have big plans and financial backing for growth in the coming years, are currently searching for an experienced Financial Planner to take over and develop an existing book of HNW clients.
Salary Range: £60,000 - £75,000 plus Bonus and company Benefits - Six Figure First year OTE
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
As Paraplanner you will actively support Wealth Planners 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 Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services.
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.
NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner.
The successful candidate will need to have a working Knowledge of pre- and post- retirement planning, investments, and taxation.
You would be required to carry out the technical aspects of preparing for client meetings, including completion of regular review, analysis/Opportunity spotting and writing suitability reports.
As the firm goes through a growth phase, they are now recruiting a Paraplanner to join the team in Birmingham City Centre.
Actively supporting the Wealth Planners your duties will include
Carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management.
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.
They are currently seeking a highly motivated and experienced Financial Planner who wants to develop and looking to take the next step along their career path.
Our client, a rapidly expanding and acquisitive Wealth Management firm, are looking for a Financial Planner to input into the strategic direction of the business as part of the Financial Planning leadership team.
As part of the team, you will have the support of experienced Paraplanners and a highly efficient administration team.