In this role you will work closely with financial planners, paraplanners and clients ensuring the financial planning advice they receive is the highest quality possible.
This highly respected financial planning and accountancy firm is currently seeking an experienced financial planning administrator to join its team in Newcastle.
You will be involved in processing of cases, dealing with letters of authority, contacting providers and preparing review packs for clients.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
Posted by Synchronicity Group • £55K/yr to £60K/yr
We are looking for someone who is Level 6 CISI qualified (or a Chartered Wealth Manager/Chartered Financial Analyst) with experience of advising private clients and managing investment portfolios.
Our client is seeking an experienced, qualified Investment Manager to join their highly successful, growing team.
This role will be supporting a Senior Investment Manager with their clients, as well as managing a small client book that you will inherit day one.
Posted by Meraki Talent Limited • £25K/yr to £30K/yr
Meraki Talent is working with an established financial planning/wealth management firm located in Newcastle.
As an integral part of the team, you will play a crucial role in supporting the rest of the financial planning team and ensuring the smooth running of general operations.
They are seeking a skilled and motivated Administrator who ideally has had previous experience working in another financial services administration role.
Posted by Premier Jobs UK Limited • £35K/yr to £40K/yr
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients.
This hybrid-based Paraplanner job in Newcastle is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
In addition, they regularly provide cashflow modelling to their clients.