This an opportunity to join a Stockport based IFA and one of the larger companies in the region, and with this comes a team full of good experienced professionals, clear reporting lines and excellent opportunities for personal development.
The Client Relations Administrator supports the Adviser by processing transfers, top-ups, withdrawals and contributions.
Eventus Recruitment Cheshire are seeking an experienced Paraplanner to join a very successful Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company with big growth plans.
You will benefit from a supportive team, hybrid working (3 days remote at home), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more.
Join a leading investment management business at the forefront of innovation and growth.
Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored investment solutions.
We are delighted to be exclusively working alongside a well established mortgage advisory firm who are dedicated entirely to offering honest and ethical advice to their clients find the very best mortgage deals.
Due to their ever-expanding growth they are now looking to recruit an experienced Mortgage Administrator to join their already highly successful 2nd Charge team.
This respected IFA firm dealing with HNW and UHNW clients is currently seeking an administrator to work as part of their busy team in Stockport.
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
You must have experience working in an administrational role within financial services and ideally hold CII qualifications or be keen to study these.
Join one of our O2 stores and you'll become part of a team that thrives on making our stores look great, delivering an exceptional customer experience - and supporting each other to learn new skills and develop your career.
Whether this is your first Retail Advisor role - or you're looking to take the next step in your career, if you're self-motivated, engaged, and passionate about delivering an authentic customer experience, then we want to hear from you.