Providing professional and bespoke Wealth Management service to Private Clients, Business Owners, Trustees and Sports professionals, they now have an excellent opportunity for an ambitious IFA Team Leader to join their highly successful practice in the Coventry area.
£35,000 - £40,000 DOE
NJR Recruitment have been instructed to work on an exciting opportunity for a credible firm of Financial Planners.
Our Client, a prestigious Financial Advice firm, is seeking an experienced and driven Chartered APFS or FPFS Independent Financial Adviser (IFA) to join their dynamic team in London.
This is an exceptional opportunity for a motivated individual who is passionate about financial planning and eager to make a significant impact within a reputable organisation.
Key Requirements
Chartered APFS or FPFS Only: Demonstrable expertise and accreditation in financial planning are essential.
The Society for Worldwide Interbank Financial Telecommunication (Swift) is a global member-owned cooperative and the world's leading provider of secure financial messaging services.
Company & department description
Our messaging platform, products, and services connect more than 11,000 banking and securities organisations, market infrastructures, and corporate customers in over 200 countries.
Posted by Robinson Financial Careers • £27K/yr to £35K/yr
This is a rare opportunity to join on of the UK's largest and most dynamic Wealth Management Firms as an entry-level Independent Financial Adviser, at their Nottingham offices.
In this role, you'll have the chance to work with existing clients while also reaching out to new ones.
In addition, support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability.
Job Title Non-Financial Risk (NFR) - Investment Bank Coverage Business Line Operational Risk.
General
You will work with the the Non-Financial Risk Management (NFRM) function whose purpose is to ensure that the banks Non-Financial Risk exposure is adequately managed in-line with the group wide risk appetite and NFRM framework.
Our client, a fantastic , fast-growing IFA, is dedicated to improving the financial wellbeing of its clients by developing comprehensive financial planning and investment strategies tailored to individual objectives.
With a minimum of 2-3 years of experience in a Paraplanning role at an IFA (Independent Financial Adviser) environment, you will demonstrate exceptional technical knowledge across all financial planning areas.
As the Senior Paraplanner, your role is to provide vital support that encompasses research, report writing, quotations, and preparation of suitability reports for the financial advisers you assist.