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.
Our client are looking for a charismatic and driven financial planner to join their team.
The firm are eager to find an experienced adviser who can manage an existing book of clients while also developing further business; To ensure that the successful individual can purely focus on client meetings and relationships, full back-office support will be provided.
Key Responsibilities
You will meet with clients on a regular basis and provide them with a high level of service while conducting meetings in line with company expectations; You must outline with your clients the type of on-going service that they wish to receive.
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.
Are you an experienced Financial Planner looking for an exciting new opportunity to advance your career?
Job Advert: Financial Planner
Join our thriving, forward-thinking firm in Birmingham, where you'll be part of a culture-centric business that prioritizes career progression, development, and outstanding client service.
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.
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.