This position provides a tremendous opportunity for you to gain an overall understanding of the businesses.
Our client is a renowned global business with a proven track record of investing in the development of its employees and offering flexibility as part of its dedication to being a modern and progressive company.
Managing a team of 7 you will also have exposure to the wider group and related operational improvement projects.
Are you looking to join a forward thinking dynamic financial planning company who puts the client at the heart of everything they do?
Are you an experienced or aspiring Paraplanner who has strong interpersonal skills and can apply their own knowledge and experience to deliver quality client outcomes?
If so, then we have the perfect opportunity for you!
Due to the acquisition of an existing client base, this is an opportunity for a dynamic, level 4 qualified Financial Adviser with advising experience looking to make the next step in their career to join the team and service/develop an existing client base whilst also looking to attract new clients to the business.
We are delighted to be working with this Wealth Management firm bsed in the Midlands, that offers a personal and discreet financial planning service that aims to deliver integrated holistic advice for corporate and private individuals.
The firm are able to deliver a 'boutique' access to financial solutions - whilst ensuring, through significant investment in systems and controls, that diligence is ever-present in the process of advice and product selection.
Are you a pension administrator or do you currently have some experience working within the financial services sector, and you are now looking for your next challenge and have considered wealth planning?
For this role - Any transferable skills from working within pensions or any other area of financial services such as protection/mortgages/investments/banking etc would be desirable.
Full training can be provided and so this is a fantastic opportunity for anyone looking to transition their skills across to a wealth planning environment.
NJR Recruitment have been instructed to work on a fantastic opportunity for one of our Clients, a multi Award-Winning lifestyle based Chartered Financial Planning Practice.
As a Client Services Executive, you will be closely supporting their Financial Advisers through undertaking administrative duties to aid their workflow.
This Client Services Executive job in Birmingham is well suited to current IFA Administrators looked to join a highly recognised firm for their growth and high quality advice to HNW individuals and SMEs.
The business has a high staff retention and prides itself on developing their internal talent.
Our client, a specialist Wealth Management firm, are looking for an IFA Administrator to join the business on a permanent basis.
As IFA Administrator you will actively support the Wealth team by carrying out general day to day administration of Life, Investment and Pensions, including submission of new online applications / top ups and processing of paper based applications.
Role Responsibilities
Maintain / keep up to date all trackers / spreadsheets as required by the Client Services Manager.
We are in partnership with an exclusive global client on a quest to find a highly motivated and agile Finance Administrator to join their Global Services team.
This pivotal role involves maintaining financial and lease accounting documentation and supporting a range of stakeholders including Legal, Estates Management, Acquisitions, and Landlords/Agents.
Day-to-day of the role
Carry out transactional accounting and financial reporting for the UK & Ireland Real Estate portfolio.