Posted by Artemis Recruitment Consultants Ltd • £23K/yr to £27K/yr
General
You will work closely with the senior paraplanners and financial advisers to support the existing client bank and assist in the process of taking on new clients.
We are seeking a client services administrator to join a well-established financial services firm based near to Wolverhampton.
Responsibilities
Making appointments for clients and calling them in advance to confirm, sending out any relevant pre-meeting information.
Our client is a boutique Financial Advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on trusts, mortgages, investments, retirement planning, tax planning, IHT, pensions, and some protections.
Full study support to Level 4 Diploma, full training, and study support
Posted by Financial Divisions • £40K/yr to £45K/yr
We are recruiting a Paraplanner for our client who is a boutique financial advisory company that has established a solid reputation for offering customers throughout the UK the best guidance possible on, investments, retirement planning, trusts, mortgages tax planning and pensions.
The company employs about 12 people in total, including 6 advisers who work with families, pensioners, City professionals, and SME owners who have assets ranging from £200k to multiple millions.
This will be a great move for you as a Paraplanner if you're hoping to join an entrepreneurial and forward-thinking company because of its very ambitious plans for growth and expansion.
Our client is a successful and established Financial Services company who are part of a major National Wealth Management brand
They are currently looking for an experienced level 4 Diploma qualified Paraplanner to join the team
This role is based in Wolverhampton therefore we are looking for some within a commutable distance to the office, however the client will allow 2 days working from home if required