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.
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
General
My client is currently looking for an IFA Administrator to join them in Liverpool.
We are seeking experienced Mortgage & Protection Advisers to provide exceptional levels of advice and customer service to work with our award winning, market leading business partners in the LIVERPOOL and surrounding area!
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Experience in the role and a passion for providing exceptional customer service is a must.
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
The support staff at the college play a vital part in ensuring that these courses are delivered to the standard of excellence we hold ourselves to, whether through supporting the students directly in their learning, or indirectly through business support roles that keep the day to functions of the college running smoothly.
The City of Liverpool College is the only general FE college in the city and the largest FE college in Liverpool City Region.
It offers the widest, most diverse vocational curriculum in the region and ranges from entry up to degree and post-graduate levels and currently serves more than a third of all the 16-18 year olds in Liverpool and educates almost 12,000 learners each year, with all courses being delivered to the highest standard of learning.
Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.