Providing one to one support for selected advisers.
Working closely with the Advisers to provide administration and financial planning support within their Adviser Support Team.
General
Recruit UK are working on an excellent opportunity for an Financial Adviser Support position in Manchester to join a well established Chartered Independent Financial Advice firm.
Posted by O'loughlin Recruitment Ltd • £23K/yr to £28K/yr
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers from their Cheadle office (hybrid working available).
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Posted by Ernest Gordon Recruitment Limited • £45K/yr to £55K/yr
Paraplanner (Study Support / Progression to Advisor)
Are you a Paraplanner looking to join a well-established Chartered Independent Financial Advisor's that will provide a clear route of progression to Advisor, study support to reach chartership / fellowship, and an abundance of generous company benefits?
£45,000 - £55,000 Training Study Support Flexitime Progression Company Bonus 38 Days Holiday Gym Membership 10% Pension
The right candidate will work closely with an established and experienced Estate Agency team to help customers purchase their dream home, buy investment properties, or help with re-mortgaging.
Posted by Taylor James Professional Recruitment • £26K/yr to £34K/yr
Our client, a prestigious and award winning firm of financial planners in Altrincham are looking to appoint a Trainee Paraplanner.
Our client is looking to speak with Administrators (ideally with some paraplanning experience) or Junior Paraplanners who are looking for a new challenge.
Subject to the individuals level of experience/capabilities, duties and responsibilities may include:
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.
Posted by Bond Recruitment Ltd • £30K/yr to £45K/yr
The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.
Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Alderley Edge, Cheshire.
Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.