Birmingham
applications and relevant administrative software is preferred.
• Relevant qualifications or a willingness to obtain them is advantageous.
• Must have Independent financial adviser experience.
If you are a proactive individual with a passion for client...
Clayton DaviesNottingham, 42 mi from Birmingham
Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver...
Clayton Davies LtdNottingham, 42 mi from Birmingham
Our client is an award winning wealth management firm who are looking for an experienced Senior Financial Adviser to join their team. As a Senior Financial Adviser, you will be dealing with high net worth clients and will ensure you deliver...
ARR Talent LimitedShrewsbury, 37 mi from Birmingham
ARR Talent is excited to be working with a leading Financial Adviser firm who are looking to recruit an experienced Financial Adviser to join their team in Shrewsbury.
This is a unique opportunity for an experienced and technically strong Adviser...
Express RecruitmentNottingham, 42 mi from Birmingham
in their search for a Junior Financial Advisor in a permanent capacity to join their growing team. The business are currently handling up to £600 million in assets with the desire to reach the 1 Billion point by next financial year.
This is an excellent role...
Clayton DaviesNottingham, 42 mi from Birmingham
to clients changing needs and financial circumstances
• Help develop more junior Financial Advisers
Experience Required:
• Diploma in Financial Planning as a minimum qualification and ideally hold or working towards Chartered status.
• A minimum of 5 years...
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Paraplanner (Remote)
Birmingham | www.cv-library.co.uk |
Paraplanner - Remote working - Up to £45,000
An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK.
What’s on offer?
• 7% employer pension contribution
• 4xDIS
• varying bonus schemes
• PMI
• full financial support for industry qualifications
The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the financial planners.
You will have the opportunity to expand your technical knowledge, take further industry exams and progress into more senior roles during your time with the business.
Key Responsibilities
• Fund research and analysis
• Product comparison and analysis
• Charges analysis
• Investigation of taxation implications (IHT, CGT, LTA, CEG etc.)
• Compile suitability reports, detailing the recommended advice to suit the client’s needs.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.
IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, junior paraplanner, IFA, Financial Adviser, Financial Advisor, Financial Planner, Technical Support, Report Writer, Paraplanning, Wealth Management, Financial Planning
An exciting opportunity has arisen for an experienced Paraplanner to join a leading IFA with offices across the UK.
What’s on offer?
• 7% employer pension contribution
• 4xDIS
• varying bonus schemes
• PMI
• full financial support for industry qualifications
The firm in question have been expanding rapidly and as business levels continually increase, they need to maintain a strong support system behind the financial planners.
You will have the opportunity to expand your technical knowledge, take further industry exams and progress into more senior roles during your time with the business.
Key Responsibilities
• Fund research and analysis
• Product comparison and analysis
• Charges analysis
• Investigation of taxation implications (IHT, CGT, LTA, CEG etc.)
• Compile suitability reports, detailing the recommended advice to suit the client’s needs.
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.
IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, junior paraplanner, IFA, Financial Adviser, Financial Advisor, Financial Planner, Technical Support, Report Writer, Paraplanning, Wealth Management, Financial Planning
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