Working in collaboration with Financial Advisers, 4 other Paraplanners and a team of Administrator the successful Candidate will be to prepare recommendations and produce suitability reports in line with company policy, including implementing recommendations and reviewing the client's financial affairs, and preparing and maintaining client records.
Our client is a reputable and long-established firm of Independent Financial Advisers seeking to appoint an additional Paraplanner due to continued growth and success.
You will be working in collaboration with Financial Advisers and other colleagues as well as dealing effectively with queries from clients and other parties and promoting the company's services in a professional and FCA compliant manner.
This role is for you if you're a Paraplanner with a minimum of 1 years' experience that wants to be part of a growing Chartered IFA practice as a paraplanner where you should wish, there is an opportunity to be a Financial Advisor in 2-3 years' time.
Preferably you will have your Level 4 diploma or be close to achieving it, and the business will provide you with study support should you need it.
Posted by Pinstripe Personnel • £30K/yr to £35K/yr
The firm is expanding its Advice team and is looking for trainee financial adviser as part of this expansion.
A well established and successful Financial Planning firm with offices in the Knutsford area has an exciting opportunity for a Trainee Financial Adviser.
Previous experience in Banking, Sales, Customer Services or Hospitality is advantageous.
Significant growth plans over the next 5 years within this established advisory business, providing real opportunities to develop within a top-class working environment.
Recruit UK are delighted to offer an exciting opportunity for a Senior Paraplanner to join a highly respected and thriving Financial Planning firm based in Knutsford.
Due to continued business growth, our client is expanding their team and is seeking an experienced and motivated individual to provide advanced support to their friendly and dynamic team.
Irlam Associates are proud to be representing one of the UK's largest and well-known same day courier services in their search for a Customer Service Advisor to join their highly successful team at their site in Knutsford.
£22,000 to £24,000 bonus (£1k per quarter)
9am-5pm On call (1 evening per week from home & 1 in 6 weekends)
An exciting opportunity is now available for an ambitious Paraplanner to form part of their team.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is committed to providing high levels of professionalism to clients and employees alike.
Established, expanding business with exciting growth plans over the next 5 years, providing great opportunities to develop within a lovely working environment.
Great opportunity to join us as a Advisory Consultant Health & Benefits, in this remote based role working on Clients that are based from the Midlands to the South of England.
Whilst this role is homebased there is the requirement to travel to local offices and meetings as needed to deliver within the role
The role encompasses management of existing portfolio of Strategic Health & Wellbeing clients, who work with WTW across a number of areas, paired with growth and development.
An exciting opportunity is now available for an ambitious Trainee Paraplanner to form part of their team.
Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market.
Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is commitment to providing high levels of professionalism to clients and employees alike.