Posted by The Eventus Recruitment Group • £55K/yr to £60K/yr
Eventus Recruitment Cheshire are seeking an experienced Paraplanning Manager 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.
You will benefit from a supportive leadership team, hybrid working (3 days remote, 2 at home), ad-hoc bonuses, an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays) and much more.
Posted by Resource Matters Ltd • £25K/yr to £33K/yr
Main duties & responsibilities
Managing a bank of consultants and their clients providing first class customer service and excellent administrative support.
General
Our client is an Independent Advice firm who have been voted within the top 20 firms by the FT
The role of the Client Relations Administrator is for a candidate with a minimum of 2 years 'experience working for an IFA practice and experience and understanding of pension and investment products.
We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their IFA Administration team!
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
Posted by Resource Matters Ltd • £50K/yr to £60K/yr
Our clients Paraplanning Manager role is to support the Paraplanning team in providing, implementing and reviewing strategies and advice to private and corporate clients.
There will be additional responsibilities to provide updates into the board of directors and operations team and work closely with other heads of departments to improve communication and working practices across the business.
This will include monitoring workload, providing support to team members on their strengths and weaknesses and improving the various paraplanning processes and templates.
There is an opportunity for an experienced Senior Paraplanner/ Team Leader to become a key member in the paraplanning team for a Manchester based financial planning firm.
They are a chartered firm working with high net-worth clients.
They keep going strength to strength, with further acquisitions and mergers lined up for 2024.
Posted by The Eventus Recruitment Group • £30K/yr to £32K/yr
Eventus Recruitment Cheshire are seeking an experienced Financial Planning Administrator to join a very successful IFA and Financial Planning business based in Stockport, Greater Manchester.
This is a great job opportunity to join an established and successful company.
You will benefit from a supportive team, hybrid working (50/50), 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.
Posted by Ferguson Dean Limited • £35K/yr to £45K/yr
The firm are ideally looking for an individual at the start of their advice career to join them to work with a Senior Adviser in the firm to take over a portfolio of HNW clients in the Cheshire region.
An opportunity has arisen for a Financial Planner to join a practice in Stockport.
You will also provide a support role with a view to taking over the portfolio in an agreed time frame.
We are seeking a Paraplanning Manager to support our Paraplanning team in delivering high-quality financial planning and advice to both private and corporate clients.
Annual Salary: £50,000 - £60,000
This role involves enhancing team performance, refining paraplanning processes, and maintaining effective communication across various departments.
An exciting opportunity has arisen for an experienced client services professional to join a highly-reputable wealth management firm just outside of Manchester.
About the IFA Administrator opportunity
Sitting within the Client Services department, your role will primarily be centred around the firm's clients - you will be their first point of contact and will be responsible for providing a first-class service throughout their journey with the business.