Are you an experienced Paraplanner seeking an exciting opportunity to join a prestigious Wealth Management Firm in the heart of the West Midlands? If you're looking for a challenging role that offers room for personal and professional growth, we want to hear from you. role is with a well-established and highly respected financial advisory company, committed to providing clients with top-tier wealth management solutions. They are dedicated to delivering personalised, client-centric financial ...
Senior Independent Financial AdviserBirmingham, UKSalary: Circa £60,000 (Negotiable for the Right Candidate) + BonusBenefits:* 23 days holiday + BH* 4xDIS* Exam support (by prior agreement)* Detailed training and development program* Friendly team environment* Social events* Dynamic workplace with key development and experience* Hybrid working approach - flexi hoursWe are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business. ...
Job Title: Financial AdviserJob Type: Self-EmployedAbout the role is with an established and reputable independent financial advice firm dedicated to providing comprehensive, tailored advice for individuals and business owners. Their expertise spans various financial domains, including retirement planning, investment strategies, tax optimisation, and wealth preservation. They take pride in delivering meticulous, up-to-date advice that transcends market fluctuations, allowing clients to achieve...
Job Title: Financial Planning AdministratorLocation: Sutton Coldfield, West MidlandsSalary: £25,000 - £30,000 dependent on experience plus an impressive benefits packageBenefits* Death in Service, Income Protection and Private Medical Insurance after six months services.* 21 days holiday plus days between Christmas and New Year* Free on site car parking* Social events throughout the yearThe Company: A well-respected and long-standing Independent Financial Planning firm is seeking an experienced ...
Job Overview: A reputable wealth management firm is seeking a Client Services Executive to join the support team. This role is integral to providing excellent support for the financial advisors and ensuring that client administration and servicing are conducted efficiently and in compliance with company procedures.Key Responsibilities:* Handle day-to-day administration of Life, Investment, and Pensions, including the submission of new online applications, top-ups, and processing of paper-based ...
Are you a motivated and detail-oriented individual with a passion for the financial services industry? We are currently seeking a skilled IFA Administrator to join the Client Review Team at a fantastic wealth management firm in Birmingham. This is a fantastic opportunity for someone in financial administration who is eager to take ownership of the client review process and progress in their career within a dynamic and growing organisationRole Responsibilities:* Liaise with providers and clients ...
Are you an experienced Paraplanner seeking an exciting opportunity to join a prestigious Wealth Management Firm in the heart of the West Midlands? If you're looking for a challenging role that offers room for personal and professional growth, we want to hear from you. role is with a well-established and highly respected financial advisory company, committed to providing clients with top-tier wealth management solutions. They are dedicated to delivering personalised, client-centric financial ...
PLEASE NOTE - THIS ROLE IS CURRENTLY TEMPORARY WITH A VIEW TO BE PERMANENT AND IS 33.75 HOURS PER WEEK / 39 WEEKS PER ANNUM. THIS IS EQIVALENT TO A FULL TIME ANNUALISED SALARY OF BETWEEN £25,119 - £31,364. THEREFORE, CANDIDATES ARE ABLE TO SOURCE A SECOND JOB TO FILL THE VOIDS.We are currently looking for an experienced, dynamic and innovative Catering Supervisor to join our team.Job Purpose: * To proactively manage the catering provision for the academy to ensure that the service achieves a ...
Job Title: ParaplannerLocation: Edgbaston (B15), UKSalary: £28,000-£40,000 per annumBenefits* Hybrid working model (3 days in the office: Tuesday, Wednesday, and either Monday or Thursday; Fridays remote)* 26 days holiday + bank holidays + increasing entitlement with LOS* Matched pension + NI employer contributions* Critical Illness & Life Cover* Annual bonus* Quarterly team events* In-house academy with full funding for relevant industry qualificationsAre you an experienced Paraplanner ...
Job Title - Independent Financial AdviserLocation - Meriden, UK (flexi/remote for advisers within the West Midlands)Salary - dependent on experience / qualifications + bonusWe are working with a well-established and reputable financial advisory firm in the West Midlands with a strong presence throughout the wider region. Their commitment to delivering outstanding financial advice has earned them a loyal client base, and they take pride in the supportive team environment.Job Description: We have ...