Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
General
This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
We are seeking a Junior Paraplanner to join our team, focusing on reports and research with the potential to develop into full paraplanning or advising.
They are currently looking for a motivated Junior Administrator to join their dynamic team, supporting the Financial Planning Administrators.
Salary to £23,000 plus benefits and bonus
Our client are a highly respected firm of Chartered Financial Planners based in Altrincham who specialise in providing Financial Advice to High-net-worth individuals.
Posted by Halecroft Recruitment • £25K/yr to £30K/yr
The role
Responsible for sending introductory emails to all new enquiries.
General
We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.
Office-based role: Working Hours: Mon Fri 8.30 am 5 pm
Working in Central Altrincham the successful Candidate will provide direct support to a team of experienced Financial Planning Administrators, who are working directly for busy Financial Consultants.
NJR Recruitment are working in partnership with a well-known and highly regarded firm of Financial Planners who are keen to recruit an additional Administrator to join their large team in Altrincham.
Daily duties will be varied and will consist of
" Processing of new applications for Pensions, Life Assurance and Investments.
Due to continued expansion an exciting opportunity is now available for an experienced Administrator with a proven background working within a Financial Planning Practice.
Gaining Corporate Chartered Status in 2010 and standing in the top 4% of the country's IFA Firms by qualification, our Client offers an excellent career path for the right candidate.
NJR Recruitment are currently working with one of the first IFAs in the UK to receive the Gold Standard Investors in People award.
Posted by Halecroft Recruitment • £35K/yr to £70K/yr
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection.
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire...
This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.