Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire...
Based in the Hale office, the successful candidate will have an outstanding ability to deliver financial advice and associated investment management services to clients, offering investments advice, pension advice, inheritance tax planning, mortgages and protection.
This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Worth Individuals with full back-office support of paraplanners, compliance, and administrators.
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
The team is made up of paraplanners and administrators:
The Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
Recent expansion into the MSP space and penetration in to both continental European and USA markets have created the need for an experienced Financial Controller to join our senior leadership team and manage a small department of finance and payroll specialists.
Your task will be to manage our finance function which includes an Accounts Department, comprising two payroll and one finance assistant.
My client is one of the UK's fastest growing recruitment businesses.
This role presents an exciting chance to join a successful Independent Financial & Mortgage Advisers firm and become an integral part of a team that places a strong emphasis on meeting client requirements and delivering outstanding customer service.
Our client is seeking an experienced Protection Adviser who excels in providing high-quality Protection and Insurance advice to clients.
As a Protection Adviser, you'll enjoy a basic salary of up to £30,000 and an OTE of £50,000-£80,000.
We are currently partnered with a leading organisation at the forefront of innovation in financial adviser solutions to recruit for a Proposition Delivery Partner to join their dynamic Partnerships & Propositions team, driving timely and efficient execution of new solutions to support strategic objectives.
Manchester Based - Hybrid Role
From conceptualisation to delivery, you'll ensure solutions meet adviser needs and the organisations goals.