The opportunity is an Administrator role supporting the advisers in relation to financial planning for clients to include savings and investment plans, pensions and protection products along with corporate clients in relation to pension and risk benefits for their staff.
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals.
With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth
Posted by THE OPENWORK PARTNERSHIP • £24K/yr to £30K/yr
Role: Paraplanner
We are recruiting for an experienced Paraplanner to join one of our partnership business based in Birmingham.
This role will focus on providing effective technical support to the Practice Principal to ensure an efficient processing of business and to deliver a high quality service to their clients.
Are you interested in developing within corporate financial services, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Due to continued success in providing fee-based advice to both private and commercial clients, this successful practice requires a professional and proactive EB / Financial Services Administrator to provide support to the planning process.
Posted by Thomas Jean Associates Ltd • £50K/yr to £55K/yr
This firm are looking to recruit a Senior Manager (Partner Designate) into the organisation given the impending retirement of the senior partner.
An exciting opportunity has arisen for a Senior Manager (Partner Designate) to join a well-established, growing & ambitious Chartered Accountancy Practice based in Halesowen.
The firm are very well-established and enjoyed phenomenal growth in particular over the last 6 years.
An amazing opportunity has arisen for an experienced and enthusiastic Senior Resident Liaison Officer to join a well-established business on a permanent basis, to help support the customers throughout adaptations and disruptive repairs to their homes.
£30k Salary £3k car allowance
The Senior Resident Liaison Officer duties will be
Visiting residents homes when required and dealing with their needs and queries.
The successful candidate will need to have a working Knowledge of pre- and post- retirement planning, investments, and taxation.
NJR Recruitment are working with a chartered firm who is currently looking for an experienced Paraplanner to support a busy Chartered Financial Planner.
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.
The team of professional Independent Financial Advisers (IFAs) are committed to delivering exceptional client service and maintaining the highest standards of integrity and professionalism.
We are working with a leading financial advisory firm in Birmingham, dedicated to providing tailored financial advice and services to our clients.
Job Summary
They are seeking a highly organized and detail-oriented IFA Admin to join our dynamic team in Birmingham.
The perfect company to continue your career journey with, this is an outstanding opportunity for a meticulous Administrator who has an appreciation of compliance and a keen eye for detail.
A leader in the recruitment world, this company caters for a range of clients and candidates and delivers memorable experiences across the board, resulting in numerous 5 reviews and repeat business.
Trust us when we say this is an opportunity you'll not want to miss out on!
This role is for you if you are an IFA Administrator looking for a new challenge.
Up to £30,000
With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.