Recruit UK is proud to collaborate with a leading wealth management firm in Cheshire, currently seeking an experienced Paraplanner to become an integral part of their expert team.
Industry: Wealth Management
Job Description
Are you ready to advance your Paraplanning career within a distinguished and highly regarded wealth management firm?
The Paraplanner will support Chartered Financial Planners with preparing client reports, conducting research, assisting in the development of financial plans, and maintaining client files.
They are a leader in lifelong financial planning, offering bespoke advice to successful individuals and business owners.
Our commitment to clarity and precision ensures our clients can enjoy life fully, today and tomorrow.
Recruit UK is working on an excellent opportunity for a Financial Planning Administrator in Alderley Edge, Cheshire to join a thriving Financial Planning firm.
General
Industry: Wealth Management
Our client is a well-established wealth management practice that has advised individuals for over 30 years.
Fixed Term Contract - ending on 31st December 2024.
Whilst we can't make any promises right now, there is often potential for us to take on some seasonal colleagues on a permanent basis after the initial festive contract
To apply for the role candidates with be looking for a 'Career Administrator' opportunity with a super professional and very credible practice.
An exciting opportunity is available to work for our Client, an established and award winning firm of Chartered Wealth Planners who are currently experiencing exciting growth plans.
Working from modern and state of the art offices based just outside of Wilmslow, an experienced Administrator is required to provide support to a team of Technical Paraplanners and Financial Consultants.
Planning and organising activities on behalf of the Director, understanding the business priorities to manage their diary ensuring effective and efficient use of time.
General
Our client, and award winning Consultancy Practice, is seeking a conscientious, diligent Office Manager with excellent communication, planning and organisational capabilities
Able to assist in areas of office management, general admin, finance, and HR you will also provide meaningful and proactive support to the Director and wider Senior Leadership Team, requiring you to be organised, proactive and assertive whilst working in a calm and approachable way.