Posted by The Eventus Recruitment Group • £25K/yr to £28K/yr
Eventus Recruitment Cheshire are seeking a Financial Planning / IFA Administrator to join a modern and fast-paced team in St Helens.
Working in the Wealth Advisory Team, reporting to the Practice Manager, you will be liaising closely with the firm's Paraplanners, IFAs and Financial Planners.
This is a great job opportunity to join a thriving well-established company that continues to grow organically.
Posted by Mortgage Advice Bureau (MAB) • £26K/yr to £60K/yr
We're seeking a Protection Advisor to join our team in our vibrant office in Horwich.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Posted by Taylor James Professional Recruitment • £30K/yr to £40K/yr
General
Our client, a prestigious firm of financial planners in Chorley are looking to appoint a Paraplanner to join their highly experienced team on a permanent basis.
Working from home and out 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.
Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role.
A company I am working with at the moment recognises the invaluable contribution Client Support/IFA Administrators provide to the entire process and that without it, the service just won't be provided to the expected level.
Many plates are spinning, and each case is the most urgent meaning you'll find yourself continually adapting and prioritising.
As the Director of Financial Planning & Analysis (FP&A), you will lead and own the financial planning, forecasting, and strategic planning processes across the organization.
Director of FP&A and Strategic Projects - Solutions and Services (S&S)
You will work closely with senior leadership, providing actionable insights that drive decision-making and long-term growth.
Posted by Mortgage Advice Bureau (MAB) • £26K/yr to £35K/yr
We're seeking Trainee Mortgage Advisers to join our successful team.
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Posted by O'loughlin Recruitment Ltd • £24K/yr to £30K/yr
My client is a well-known North West based Independent Financial Adviser firm and they are looking for an IFA Administrator to provide support to a team of Independent Financial Advisers from their Cheadle office (hybrid working available).
You will need experience of working within a Financial Advisor firm as an Administrator to be considered.
You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients.
Posted by Premier Jobs UK Limited • £50K/yr to £60K/yr
The business will provide you with circa 15 existing clients to service each month and undertake their ongoing financial planning reviews.
This employed, Independent Financial Advisor job in Saint Helens offers the chance for a proactive, hunger Advisor to join a growing IFA firm in the North West.
In addition, the business receives regular enquiries from their introducers, social media and website, and should be able to provide you with 2 - 3 quality new leads per week.
Our client is an established, Chartered, Financial Adviser firm based in Chorley who require an experienced Paraplanner or Senior Administrator to join a team of Paraplanners and Financial Advisers.
They will compile and recommend comprehensive reports to meet a clients' overall objectives.
The Paraplanner will work alongside the advisers to discuss the different solutions suitable for the client before implementation.
Posted by Premier Jobs UK Limited • £25K/yr to £28K/yr
This IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West.
You will be joining a team of like-minded individuals who work excellently together.
The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to become a Paraplanner.