The firm is a smaller sized wealth business based in the South Birmingham area.
This role is for those who have experience as a mortgage administrator and are looking for a new home within a growing business.
The firm is an IFA company who have many paths for growth, whether that's to mortgage advice in the future, or moving to the wealth side of the business.
Our client is currently seeking a dedicated and dynamic individual to join their team as a Non-Teaching Head of Year.
This pivotal role is integral to ensuring the academic and pastoral success of the year group assigned to their care.
As a Non-Teaching Head of Year, you will lead Form Tutors and their cohort of pupils in identifying key areas for improvement and implementing appropriate actions to support their progress.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within a financial services practice.
Are you a financial services support professional, looking for a new role in a close-knit environment, with opportunities to develop within the IFA administration role.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.