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.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include:
Our client, a prestigious and award winning financial planning firm in Chorley are looking to appoint an IFA Administrator to join their experienced team on a permanent basis.
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 a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Chorley offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
They are currently seeking a dedicated Financial Services Coordinator to join their team.
Our client, a reputable financial advisory firm based in Chorley, is renowned for delivering personalised financial solutions, prioritising professionalism, and exceeding client expectations.
Role Overview
As a Financial Services Coordinator, you'll report directly to the Operations Manager, playing a key role in supporting financial advisers, managing client relationships, and ensuring smooth operations in the client services department.
Recruit UK is excited to announce an opportunity within a thriving Financial Planning firm who place great emphasis on creating tailored financial plans, while building sustainable, long lasting and positive relationships with their clients.
This firm are seeking an individual to help convert warm leads into appointments for Financial Advisers.
They prioritise taking complex processes and making is simple and accessible to all - as well as being employee owned.