Thriving Environment: Our client are a modern and cutting-edge financial planning firm, offering a dynamic and supportive workplace where collaboration and teamwork is at the forefront of their culture and firm.
General
Our client is an outstanding Independent Financial Planning firm based in Wilmslow who provide a wide range of financial services and financial planning to private and corporate clients alike.
If you are a meticulous Paraplanner with a passion for lifetime financial planning who is ready to take your career to new heights in a modern, fast-growing firm that truly values your expertise, we want to hear from you!
Embark on a rewarding journey as a Senior Client Accountant with a dynamic team that is committed to excellence in financial management and strategic consultancy.
This role offers the chance to showcase your expertise and passion for client service, making a tangible impact on a diverse portfolio of clients.
With a focus on growth and a fast-paced work environment, this position is not just a job, it's a leap forward in your professional career.
Posted by IDEX Consulting Ltd • £70K/yr to £90K/yr
General
My client is in the heart of Manchester city centre and they are looking for an experienced Financial Planner to join their team and build and develop trusted relationships with current and potential clients.
Effective ongoing service to help minimise attrition, and to deliver new instructions and
The Role
To build new client relationships and maintain and develop existing client relationships through.
Posted by IDEX Consulting Ltd • £45K/yr to £50K/yr
The Role
Support and assisting Client Partners and assist the Head of Wealth Planning in researching the client's needs and developing appropriate recommendations.
Proactively completing research and analysis of the client case and of the market of solutions.
General
My client is current looking for an experienced and Senior Paraplanner to join their team in central Manchester.
Posted by Tallgrass Recruitment Limited • £32K/yr to £36K/yr
Key Responsibilities
Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
Scope of Role
As a Mortgage Advisor, you will provide comprehensive mortgage advice to clients, ensuring they receive guidance tailored to their needs and priorities.
Your role will involve client interviews, market research, and producing written recommendations, all while maintaining the highest standards of honesty, integrity, and compliance.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
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.