ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
Tirebuck Recruitment
Solihull
Job Title: Financial Services Team Leader Contract: Permanent, 37.5 hours per week Hours: Full Time, 9am - 5pm, Monday to Friday Location: Near Solihull plus hybrid working Salary: £35,000 - £40,000 per annum + attractive bonus scheme Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pe
Job Source: Tirebuck RecruitmentTirebuck Recruitment
Solihull
Job Title: Financial Services Team Leader Contract: Permanent, 37.5 hours per week Hours: Full Time, 9am - 5pm, Monday to Friday Location: Near Solihull plus hybrid working Salary: £35,000 - £40,000 per annum + attractive bonus scheme Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear,
Job Source: Tirebuck RecruitmentClever-HR
Birmingham
We have an exciting new opportunity to join this directly authorised Financial Planning firm that delivers tailored and holistic advice to corporate and private individuals. With offices in the Midlands and London the firm continue to go from strength to strength and this additional role has arisen as a result of the firm's continuing growth The Ro
Job Source: Clever-HRRecruit UK
Sutton Coldfield
Job Title: Financial Planning Administrator Industry: Wealth Management Location: Sutton Coldfield Salary: £25,000 - £35,000 (negotiable dependent on experience) Job Reference: 8984 Job Description: Are you a Financial Planning Administrator seeking your next role in Financial Planning? Recruit UK is working on an excellent opportunity for a Financ
Job Source: Recruit UKRecruit Wealth Ltd
Warwick
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount. The business
Job Source: Recruit Wealth LtdRecruit Wealth
Warwick
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Warwick, these are newly created roles to boost additional headcount. The business i
Job Source: Recruit WealthBruin
birmingham, england, United Kingdom
Financial Planning Administrator Birmingham Up to £30,000 + bonus, benefits & exam support A Birmingham based Firm of Independent Financial Advisers are looking to recruit 2 Administrator's to join their team to provide administrative support to their top adviser. Working on either the New Business or Client Review team daily duties will include:
Job Source: BruinBurton Recruitment
Birmingham
Our client, a National Financial Services Company, is actively seeking an experienced Financial Planning Administrator. This presents an exciting opportunity to join a growing business with strong values and a clear vision for the future. Hybrid working options are available, along with excellent benefits and ample career advancement opportunities
Job Source: Burton RecruitmentCoventry
IFA Team LeaderCoventry Based£35,000 - £40,000 DOENJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious IFA Team Leader to join their highly successful practice. Our client is extremely dynamic and provides an environment for career motivated people to thrive and will offer support should you wish to pursue professional qualifications. Working from their prestigious office based in Coventry your responsibilities will include:Responsibilities:Prepare new business files, with the use of an external Paraplanner, taking full responsibility for the client files and back-office IT records throughout the advice process.Deal effectively with queries from clients and other parties through effective communication.Prepare client meeting files including any compliance required documentation.Provide client/adviser support in relation to existing client needsSupport the Practice to ensure the end-to-end business process is adhered to.Fully analyse clients’ requirements, develop, where appropriate, cash flow models and accurately record client data.Research and analyse financial products to meet client requirements and objectives.Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports.Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.Deal with general client queries and attend client meetings with the Partner if required.
Financial Planning Team Leader jobs in Coventry
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.