We pride ourselves on providing clients with unparalleled service as we support them through the process of selling or buying a business and help them achieve their goals.
Altius Group is the market leader in business sales transactions for corporate enterprises.
The Group is a collection of the most respected and leading boutique business brokers in the marketplace.
We are recruiting on behalf of our client for a dedicated and highly organised IFA Administrator.
About the Company
Our client, a well-established Independent Financial Advisory (IFA) firm based in Preston, is renowned for its client-centric approach, offering bespoke financial planning and wealth management services.
The firm is committed to maintaining the highest standards of service and fostering a supportive and collaborative working environment.
Recruit UK is working on an excellent opportunity for a financial adviser to join a well-established, independent, wealth management firm based in Chorley.
General
Industry: Financial Planning
The firm in question is passionate about making financial planning accessible to everyone.
Daily contact for advisors, updating and liaising to conclude work related tasks.
Prepare client packs, brochures, applications and anything required for a client meeting.
General
My client is a growing chartered financial planning business and they are currently looking for an experienced IFA Administrator to join their firm in Chorley.
To provide a high?-?quality equity release advice service to existing and prospective clients and to promote Age Partnership as the premier provider of quality advice, within the parameters of the Financial Services Authority's rules and regulations.
Preston Area - Home based
£30,000 and £5,500 car allowance plus bonus scheme (up to 50% of salary).