2 jobs found in kenilworth

Company Overview: A reputable wealth management business stablished in the 90s, which manages over £170 million in assets are looking to hire an experienced Paraplanner. The firm are committed to maintaining and growing the business while focusing on servicing existing client relationships. With a dedicated representative handling mortgages off-site, they are a dynamic and thriving financial services provider. The ideal candidate will have a working knowledge of Intelligent Office and exhibit a keen attention to detail. You will play a pivotal role in supporting the financial advisers, assisting with client management, and ensuring the efficient operation of our office. Benefits: Contributory pension scheme, annual bonus, healthcare plan, 25 days of holiday plus bank holidays Work Environment: The role is primarily office-based in Kenilworth, Warwickshire. You will work alongside two part-time colleagues and have access to on-site car parking. What next? Apply today to...

IFA Administrator Kenilworth, Warks (Our Ref AL1261) Salary £25,000 - £40,000 full time, dep on exp + benefits inc annual bonus Part time (3 days + per week) may be considered My client is an independent financial planning consultancy based in Kenilworth, providing independent advice to the local community and clients across the UK. They pride themselves on the flexible and personal approach that they establish to help their clients’ financial growth. They are passionate about all financial matters with a particular emphasis placed on pension and retirement planning along with lump sum investing for growth and income. They now have an exciting new opportunity for an individual with wealth management experience to join their small and friendly team as an IFA Administrator, providing administrative support to a Chartered Financial Planner and a first-class service to their clients. Day to day, this varied role of IFA Administrator will involve: * Liaising...