Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Posted by Connections The Recruitment Specialists • £26K/yr to £27K/yr
General
We are currently seeking a dynamic individual to join their Mortgage Advisory Team, experience working within Financial Services would be a distinct advantage however is not essential.
Connections The Recruitment Specialists is delighted to collaborate with a well-established financial services provider, offering Protection, General Insurance, and Mortgage services to Financial and Mortgage Advisers across the UK.
Role Responsibilities
Maintain strong relationships with members, handling inbound enquiries.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits.
NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester.
In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.
Posted by Ernest Gordon Recruitment Limited • £31K/yr to £36K/yr
Junior Paraplanner (Study Support)
Are you a Junior Paraplanner or similar, with report writing experience looking to take the next step in their career within a rapidly growing chartered independent financial advisory, that are able to provide tailored training and study support?
£31,000 - £36,000 Progression Training Study Support Company Bonus Company Benefits
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?
As Paraplanner you will be responsible for providing support to the firm's advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made.
Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.
Our Client provides advice on a wide range of areas including Investment Management, Retirement Planning, Inheritance Tax Planning, Personal and Family Protection, Business Protection and Corporate Benefits.
NJR Recruitment is currently working with a small and established firm of Independent Financial Advisers based in Manchester.
In 2007, our Client were one of the very first firms in the UK to be awarded Chartered status, which has been renewed every year since.
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.