Posted by O'loughlin Recruitment Ltd • £24K/yr to £30K/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.
One of our clients based in London are recruiting for nationally to expand their team and are looking to onboard hungry Mortgage Advisors to work remotely on a self-employed basis.
Are you looking for a remote working from home opportunity, giving you the flexibility to work around your family life, whilst having access to existing company client data support provided?
Posted by Robinson Financial Careers • £25K/yr to £35K/yr
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Manchester.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Posted by IDEX Consulting Ltd • £45K/yr to £50K/yr
The Role
Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations.
Proactively completing research and analysis of the client case and of the market of solutions.
General
My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
General
Effective ongoing service to help minimise attrition, and to deliver new instructions and
My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
The Role
To build new client relationships and maintain and develop existing client relationships through.
Posted by Financial Divisions • £27K/yr to £30K/yr
Financial Advisors Administrator / IFA Administrator / Wealth Management
My client, are a national wealth planning practice with offices based in Bolton and Manchester who have been offering financial advice to their private clients for over 25 years.
They have an excellent reputation providing the highest levels of financial advice to High Net Worth private clients who are a mixture of business professionals, retirees, accumulators and families.