We're offering a unique opportunity for a Senior Paraplanner to become a Financial Advisor, working directly with our Lead Director to craft holistic financial plans for HNW/UHNW clients.
As you develop your skills and knowledge, you'll transition into a Financial Adviser role, managing your own portfolio of HNW clients.
If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that truly values your expertise, we want to hear from you!
Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.
Why you'll love working with our client
Thriving Environment: Our client are a modern and cutting-edge financial planning firm, offering a dynamic and supportive workplace where collaboration and teamwork is at the forefront of their culture and firm.
Posted by The Eventus Recruitment Group • £60K/yr to £70K/yr
Eventus Recruitment Cheshire are working with a well-established IFA Practice based in Wilmslow, Cheshire, who are seeking to recruit an additional IFA / Financial Planner to join their advisory team.
The team prides themselves on understanding clients' unique needs and delivering a full holistic financial planning advisory service.
Benefits include 30 days holiday plus bank holiday, generous commission of up to 25%, matched pension of 10% of salary, death in service, private medical insurance and study support.
We are looking for an intelligent and driven individual who ideally has a minimum of a years experience delivering roles such as; Sales Administration, Conveyancing Assistant, Sales Progressor or have a strong admin experience and are looking for a new opportunity where you can play a vital part in the pre-sales process (back-end administration) involved in the sale of investment property then we could have the perfect role for you.
If you are an organised and tenacious individual with administrative experience looking for their first step into a global business with real career development opportunities then read on..
Our client is a leading global investment property organisation with offices in Manchester, Dubai, Hong Kong and Shanghai.
Posted by Ernest Gordon Recruitment Limited • £45K/yr to £55K/yr
Are you a Paraplanner looking to join a well-established Chartered Independent Financial Advisor's that will provide flexible hours, 38 days holiday, a generous bonus and a great working environment?
Paraplanner (Flexitime / Bonus)
£45,000 - £55,000 Training 38 Days Holiday Study Support Flexitime Progression Company Bonus 38 Days Holiday Gym Membership 10% Pension