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 support to the Financial Advisers and Paraplanning team.
Are you an experienced financial services administrator, looking for a new role in a dynamic and supportive environment, offer genuine long term career opportunities?
The option to progress on to Paraplanning is available.
You will takeover the ongoing financial planning servicing with a focus on achieving a high retention of clients.
In this employed Financial Adviser job you will inherit an existing client bank across the Birmingham, Coventry and Worcestershire area.
Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new business.
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 the Financial Advisers and Paraplanning team.
Are you a financial services administration professional, looking for a new role in a dynamic and supportive environment?
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, ideally gained within an IFA or financial services practice.
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.
NJR Recruitment have been instructed to work on an exciting opportunity for a credible firm of Financial Planners.
Posted by Public Practice Recruitment Ltd • £40K/yr to £55K/yr
Client Manager Job Vacancy What we're looking for
We represent a thriving, independent firm of accountants in Coventry tasked with finding a talented Client Manager to manage a diverse portfolio of clients and to oversee the workflow of the busy team.
The successful candidate will also enjoy working closely alongside the Partners feeding in to the strategic and operational direction of travel for the firm and there is room for professional development and career progression at this firm for the right person.
Posted by Public Practice Recruitment Ltd • £50K/yr to £70K/yr
Client Manager Job Vacancy
Would you like to secure a position as a Client Manager at a firm that takes pride in partnering with their clients at every part of their journey and who take the time to offer a loyal and bespoke level of service.
We're seeking an outstanding leader of a junior team, an organised manager who can oversee the workflow for a large client portfolio.
General
This is an exciting opportunity, the rewards on offer are market-beating and the team that you could potentially become a part of are happy, cohesive and motivated to do a great job.
Posted by Public Practice Recruitment Ltd • £40K/yr to £55K/yr
Or are you already a Senior Client Manager and looking for a new challenge?
Are you a Client Manager ready for the next step up in your practice career?
This Senior Client Manager job in Coventry is a superb opportunity for a career-driven candidate who is keen to further learn from and progress with an experienced team.
Posted by Gleeson Recruitment Group • £70K/yr to £80K/yr
Gleeson Recruitment Group are working exclusively in partnership with a professional services organisation, which sits within the public sector, who are looking to appoint an FP&A Manager in a newly-created position.
This is a highly commercial arm within this organisation, which would be a perfect position for someone who can bring this experience from the private sector.
You will benefit from lots of flexibility, the ability to primarily work from home, with occasional travel to the London office.