A well-respected Financial Planning firm with a good reputation across the market are looking for an experienced Financial Planner to come and join their growing team.
This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years.
They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
The Role: I am recruiting a Financial Planning Assistant / Financial Services Administrator on behalf of Smart Financial Ltd., a highly regarded, well-established and ambitious Lifestyle Financial Planning firm based in Manchester (Ancoats M4).
Working in a small, friendly and collaborative team, the successful Financial Planning Assistant will support the Client Managers (Financial Planners) in providing a trusted and personal financial planning service, delivering a high standard of care to a wide range of clients.
The Person: The successful Financial Planning Assistant / Financial Services Administrator will be highly self-motivated and will be keen to learn and progress within an ambitious and progressive financial planning business.
Financial Planning Administrator - Sale, Greater Manchester, hybrid - up to £37K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
Financial Planning Administrator - Manchester, hybrid - up to £30K plus excellent company benefits
We are currently working with a National Wealth Management organisation to recruit an experienced Financial Planning Administrator to join their Manchester office.
Our client are a highly reputable Financial Planning organisation with offices across the UK.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.
Looking to replicate growth across their other service lines, our client is seeking a multi-talented financial planner who can help lead, grow and build a successful financial advisory arm.
BWD are supporting an multi office and expanding professional services firm in their search for a Head of Financial Planning.
The initial focus of the role will see you inherit and develop an existing client base, alongside this you will help nurture internal relationship with key stakeholders who can offer access to wealthy business and personal clients.
My client is a progressive national firm of Independent Financial Planners, providing their clients with Independent Financial Advice and across the UK.
They are looking for multiple Independent Financial Planners across the country to help the business grow.
They have been established for over 40 years and despite their expanding size and growth.