Posted by Resource Matters Ltd • £55K/yr to £60K/yr
Basic Up to £60k Package Paraplanning Full client portfolio with on-going advice fees
Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation.
Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor.
Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.
As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.
Posted by Pure Resourcing Limited • £15K/yr to £100K/yr
They pride themselves on assisting clients achieve their financial goals, whether it be purchasing their first property to retirement planning.
We have a great opening for an IFA / Independent Financial Adviser with 2-3 years' experience to join a growing financial services practice in Lancashire.
This would suit and IFA still learning and developing their knowledge within financial services.
Supporting Financial Planners and Clients of a business is a multi-faceted and challenging role.
Many plates are spinning, and each case is the most urgent meaning you'll find yourself continually adapting and prioritising.
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.
In this Senior Finance Manager role, some of you key areas of focus will be:
A well established manufacturing firm, at the forefront of their sector, have created a new role for a Senior Finance Manager to join their best in class finance function.
This role has been created following a number of high profile contract wins and to support in driving and integrating a number of business wide projects.
Dosh has an exciting opportunity for a Financial Advocate to join our team based in Lancashire, covering the Preston, Lytham St Anness and Blackburn area.
You will join us on a part time, permanent basis, and in return, you will receive a competitive salary of up to £19,423.23 per annum.
This is a home-based role with occasional travel within Lancashire - We operate flexi time and flexible working.
Known within the business as Client Services Voice, the Call Centre is responsible for servicing our leading investment clients, and their customers.
Are you passionate about customer service?
Our Call Centre is the heart of our business, and we pride ourselves on excellent communication, attention to detail and our drive to be the best we can.
Posted by Ferguson Dean Limited • £35K/yr to £55K/yr
The regional office of a leading National Financial Planning firm are looking to appoint a paraplanner to join their team.
The office has five Advisers at present but have the funds to acquire other practices in the region, meaning there is ample scope for further growth in the practice.
This is a hybrid role, split between the office and WFH.