An innovative Lead Generation agency are looking for someone to take the lead on all things account management and establish long lasting and meaningful relationships with their clients.
Financial Planning Administrator - Liverpool, hybrid - up to £37K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
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.
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.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
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 work closely with the aligned Financial Planners to deliver excellent client outcomes.
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.
General
My client is currently looking for an IFA Administrator to join them in Liverpool.
Financial Planning Administrator - Liverpool, hybrid - up to around £28K plus excellent company benefits (potentially negotiable)
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Liverpool office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.