Posted by Taylor James Professional Recruitment • £26K/yr to £30K/yr
Our client, a prestigious financial planning firm in Altrincham are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
As a Financial Services professional you will be joining a firm with an impressive employee retention rate, which is a direct result of a fantastic working environment, continued personal development and an attractive remuneration package
Our client is highly regarded for cultivating long-term relationships through reliable, specialist support.
Job Description
Recruit UK is delighted to offer a fantastic opportunity in Sale, near Manchester, to join a well-established financial advice firm as a Financial Planning (IFA) Administrator.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
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.
Key Responsibilities
Client Advice: Offer expert mortgage advice across all areas of mortgage regulation, ensuring recommendations align with clients' needs and priorities.
The base salary for this role is iro £45,000-£50,000.
I am working with a respected network who has enjoyed success recently with the new member firms joining and the teams growing.
Due to this they need to bring on an additional T&C Manager to supervise the Advisers of the network, ranging from newly qualified through to highly experienced Planners.
Posted by Taylor James Professional Recruitment • £35K/yr to £47K/yr
General
Our client, a prestigious firm of financial planners in Altrincham are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and of prestigious offices, you will be an integral part of the firm's technical function.
Working closely with the advisers, duties and responsibilities will include
Writing and tailoring high quality suitability letters based on consultation with the Adviser.
Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team.
They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning.
NJR Reruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire.
Our client are a highly respected firm of Chartered Financial Planners based in Altrincham who specialise in providing Financial Advice to High-net-worth individuals.
They are currently looking for a motivated Junior Administrator to join their dynamic team, supporting the Financial Planning Administrators.
NJR Recruitment are currently working in Partnership with a boutique firm of Independent Financial Planners servicing a bank of very High Net Worth clients.
An experienced IFA Administrator is required to join their small but busy team based in Altrincham.
The objective of this role is to support the advisers with an efficient administrative support function; and to ensure that work is processed accurately and without delay.