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 Ernest Gordon Recruitment Limited • £27K/yr to £31K/yr
IFA Admin (Progression to Advisor)
Are you from an IFA background looking to take the next step within one of the top wealth management firms in the Northwest, who will provide you with ample training and study support to assist in the rapid progression of your career?
£27,000 - £31,000 Training Progression Supported Study Company Benefits
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.
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.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
Working alongside the Head of Financial Planning, the Financial Planner will be an essential member of the team, providing advice and key recommendations to clients on areas such as retirement planning, tax and investment structuring, inheritance tax and estate planning.
My client is currently looking for a Chartered Financial Planner to join their team in Manchester.
The role operates within the financial planning team providing excellent client service to help clients meet and enhance their individual financial goals and needs.
Bring your analytical and customer service skills to our Finance Support Assistant role, where you'll enhance accounts payable operations, drive process improvements, and build strong relationships in a dynamic environment.
The purpose of this Finance Support Assistant role is to work closely as part of the Accounts Payable team to ensure delivery of a high service level whilst working within internal compliance and legislation requirements.
You will be an experienced Analyst with accounts payable and/or customer service experience and a track record of delivering a high level of customer care in a fast-paced, changing environment.
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
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.