Are you an experienced Financial Planner looking for an exciting new opportunity to advance your career?
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.
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.
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.
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 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.
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.
An award-winning Pensions Consultancy who advises on some of the UK's largest Schemes are experiencing significant growth within their Project Teams.
They are looking to recruit ambitious individuals who are seeking to develop their skills in this area and grow within a career development supportive environment.