Due to progression require an addition Senior Wealth Planning Administrator to join a team of 12 Financial Advisors and approx.
15 other back-office personnel which consist of Paraplanners and support personnel to support you.
Our clients are a highly regarding firm of Wealth Planners based in modern offices who work across the Northwest and beyond, providing clear, bespoke and impartial financial planning.
Recruit Wealth are delighted to be representing a highly successful, fast growing, national Financial Planning business who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
They typically deal with private clients relating to pensions and investment advice ensuring financial security with their expert guidance.
Our client is a modern, highly ethical and rewarding employer to work for.
My client is currently looking for an IFA Administrator to join them in Liverpool.
The Role
To provide full administrative support to Financial Planners ensuring client satisfaction through direct contact with clients, and other operational colleagues, while adhering to regulatory standards.
To work closely with the aligned Financial Planners to deliver excellent client outcomes.
The Paraplanner's main purpose is to provide technical support to the firm's Advisers.
As our client's company continues to grow, a requirement has arisen for a Paraplanner to join its rapidly expanding administration team.
Our client is a leading North West-based financial wellbeing and retirement specialist, working with hundreds of businesses across the private and public sector by offering their staff financial education, guidance and regulated financial advice.
Are you an existing financial advisor considering a change
Are you possibly looking for something different, perhaps autonomy, better earnings, flexible working or the opportunity to build something yourself?
General
Our client is a leading player in their field with over 400 financial advisers working under their umbrella, they offer a supportive working environment and embrace some of the best technology in the marketplace.
Here at BWD we are partnered with a business who can offer you just that.