Our Client is an established and well known firm of Independent Financial Advisers based in a beautiful location of South Cheshire.
Led by professionally qualified team, they provide comprehensive Corporate & Personal Financial Planning that includes; Employee Benefits, Investments, Retirement Planning and Tax advice.
Due to internal promotion, an experienced Administrator is now required to support an highly technical Partner in the business.
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.
Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
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.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
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.
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 IDEX Consulting Ltd • £40K/yr to £45K/yr
My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.
The successful candidate will support the financial planners whilst having day to day responsibility for a book of clients and will be expected to proactively manage and build relationships with their client, as well as providing support and planning for key areas of the planning process including:
They are currently looking for an experienced Paraplanner to join their team in Wilmslow.