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.
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.
My client is seeking an IFA to join their progressive and client-focused, financial planning-led wealth management firm as an employed Adviser.
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Due to the nature of the role, you will receive a high volume of clients straight away.
An expanding national advisory business are currently seeking a experienced Financial Planner to inherit and develop the existing client base of a retiring adviser.
You will inherit in excess of 250,000 recurring income from a client base that offers immediate scope for new business within it, you will manage, develop and cultivate long lasting relationships with these clients.
You will operate remotely but benefit from first class administration, compliance and paraplanning support.