Our client support administration teams work closely with the financial advisers and paraplanners to ensure that we deliver the best possible service to both new and existing clients.
Fast paced, varied and demanding.
Supported by our experienced operations management and learning and development team, our client support administrators receive full industry training to ensure their knowledge is of a high standard.
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and overall 10 staff who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
The business has very ambitious plans to expand and grow organically so if you're looking to join an entrepreneurial and forward thinking business then this will be the right career move for you.
Paraplanner to Adviser (with clients provided) - Wealth Management Firm - Liverpool/Warrington - Basic salary £40k - £50k - Full study support
My client is an independent financial advice business who have have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the Northwest.
The business has 3 Advisers and c.10 staff overall who work with c.200 retirees, City professionals, families and professional sportsmen and women with varying levels of assets ranging from £100k - multiple millions.
Are you a Service Advisor looking for the next great opportunity?
Immediate Start - Permanent - Competitive Salary!
I am currently working alongside a hugely successful car dealership based in Liverpool who are hoping to add a motivated, enthusiastic Service Advisor to their team.
This role is for you if you are an experienced Financial Advisor looking for the next step in your career.
You will benefit from joining an experienced team where you will receive support, hybrid working, great benefits, and will have the ability to study with financial support to further develop your career to gain your Chartered status.
The business is a well-established Chartered Financial Planning practice who are based in the heart of Liverpool.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client is a modern, highly ethical and rewarding employer to work for.